Improved UX for sharing records

Important

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Enabled for Public preview Early access General availability
Users, automatically - Mar 19, 2023 Apr 1, 2023

Business value

Record owners now need fewer clicks to share a record and send a link to their colleagues.

Feature details

Record owners can now share a record more easily using the Share > Email link option by modifying the link settings to select Specific people. When you share the link to the record with someone, the recipient is given read-only access to the record.

  • Only users with Share privilege on the record will have the option to select the Specific people option when emailing links. Users with no share privilege will have this option disabled and won't be able to select it.
  • Access can be revoked by selecting Share > Manage access, which allows you to remove access for the user.

Showing dropdown options when selecting modern share button.

Link settings dialog