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February 25, 2016
Salesforce Sharing Settings:
Managing Novatus Contract Request Types & Access
in Salesforce
Presented by: Paul Liu
Director, Salesforce Applications & BI
Gigamon
Contract Types
Public Groups
Submit NDA Group
The list of public groups who can submit NDA Contract Requests
Submit Channel Contract Group
The 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 Group
The 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

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