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External Sharing for Salesforce by Share Me
Share records with Customers and allow them to see changes independently
- Business Need
- FinanceCommerceIntegration
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
Share Me for Salesforce seamlessly shares records with external users who don't have Salesforce access. Provide your Customers with real-time, secure access to information, reducing the need for extensive back-and-forth communication.
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SUPER useful! Easy and works great!
This is an elegant solution that is easy and quick to implement and use. If you only want to share certain record fields with external users or even non-users, or just about anyone, there is no need to set up a customer portal - just share the link and it will work just fine! I wish I had this solution on some of my past project. Will definitely recommend to current and future clients. Salesforce Certified Technical Architect (CTA) approved!
Clever and useful!
Very useful and clever app. If you need to quickly share some records with a non-Salesforce user, this is gold. I love the ability to set the expiry time of the links.