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Buddy Access - Easy way of sharing owned data in Salesforce

Accounts & Contacts

It would be very helpful to have a functionality in SFDC for individual users to grant a colleague or co-worker some kind of buddy access. In our organization we experience the challange when sales representatives for whatever reason are out of office e.g. vacation, sickness, that someone needs to step in and back up and would require access to the account/contact and opportunity data of this person. At the moment this can only be done through account sharing or adding someone to the account/sales team which is quite a manual effort. Through a buddy access, a user should be able just to define another user in order to grant access (read only or read/write)to his/her owned data.

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Latest Comment from Salesforce

  • Adam Torman - 11 years ago

    We are considering how to handle this along with the Login as request http://ideas.salesforce.com/article/show/61775. Thanks for your feedback!
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