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Click Sharing on the record you want to share. Click Add. From the drop-down list, select the type of group, user, role, or territory to add. Choose the specific groups, users, roles, or territories requiring access by adding the names to the New Sharing list.

Click on ?New Flow.? Select Screen Flow. For those using Salesforce Classic, flow can be found in Create Workflows & Approvals Flows. Select the Screen Flow and click the Create button....Add a Name Component Text: API Name: ContactName. Fields to Display: firstName,lastName. Label: Contact Name.

In ResearchPoint, open a record that is also a record in the Raiser's Edge. On the left hand side under tasks select link with RE. ResearchPoint will open a box with the possible Raiser's Edge record. Choose the Raiser's Edge record that matches, if none is listed, select add to add the record to Raiser's Edge.

How to link records & tables in Airtable - YouTube YouTube Start of suggested clip End of suggested clip To do so you can create a linked record field in your project. Table. Once created you can accessMoreTo do so you can create a linked record field in your project. Table. Once created you can access all of your action items in this field. And you can associate the right action item to any project.

From the group publisher, click Add Record.From the Record list, select a record type.In the blank search field, enter the name of the record to search for and click.From the lookup search results list, select the record to add to the group. Click Create.

When you want to link to a record, enter a forward slash (/). Start entering the record name. Select a record from the list.

Step 1: Create a Custom Object Audit and Fields.Step 2: Create Apex Sharing Reason.Step 3.1: Salesforce Flow ? Define Flow Properties.Step 3.2: Salesforce Flow ? Create a Record Variable to Store AuditShare.Step 3.3: Salesforce Flow ? Using Decision Element to Check if Auditor field Is Populated or Not.