Easy record sharing


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Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Nov 4, 2021 - Sep 30, 2022

Business value

Easily share links to records with colleagues who may not have a link to the record.

Feature details

When you're working on a table such as Account, Case, Opportunity, or Contact you can now use Share button to email a link or copy the link and share it with someone else.

Note, the person that you share the link with needs to have permission to access the record.

New Share menu in app.

See also

Collaborate with others in model-driven apps (docs)