Buddy Access - Easy way of sharing owned data in Salesforce - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
800  Points
Idea has been posted. Give it an upvote or downvote.

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.

Merge Idea · Flag

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!
  • Upvotes
  • Downvotes



from AppExchange


Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.