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TRANSCRIPT
February 25, 2016
Salesforce Sharing Settings: Managing Novatus Contract Request Types
& Access in SalesforcePresented by: Paul Liu Director, Salesforce Applications & BI Gigamon
Contract Types
Public Groups
Submit NDA GroupThe list of public groups who can submit NDA Contract Requests
Submit Channel Contract GroupThe list of public groups who can submit Channel Contract Requests
Contract Type Sharing Settings
Create a Submit NDA Contract Type Sharing Rule
Create a Submit Channel Contract Type Sharing Rule
Users from Sales Rep Group Can only select the Contract Type with the keyword ‘NDA’
Users from Channel Account Manager Group Can select Any Contract Type
View NDA GroupThe list of public groups who can view NDA Contracts in Salesforce
View Channel Contract Group The list of public groups who can view Channel Contracts in Salesforce
Novatus Contract Sharing Settings
Create a View NDA Contracts Sharing Rule
Create a View Channel Contracts Sharing Rule
Users from Sales Rep Group Can only see the Contracts with the keyword ‘NDA’ in Contract Type
Users from Channel Account Manager Group Can see All Contracts