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