Make sure you understand Sharing Defaults for Populations before diving into sharing settings for partners.

After setting up sharing defaults for your populations, you may want to customize these sharing settings for a specific partner.

This starts with the partner detail page. On the top, you'll see two tabs that have to do with data sharing for your partner: Shared with You and Sharing Settings.

Shared with You

This tab shows you what data your partner is sharing with you. In the example above, we can see three of Bozala's populations.

  • For their Prospects population, they are sharing overlap counts, meaning just the number of accounts you have in common.

  • For their Open Opportunities population, they are sharing 7 fields with you whenever their population overlaps with any of your populations.

  • For their Customers population, you can only see overlap counts whenever their population overlaps with any of your populations but they have a per-population override in place that shares 4 fields with you when their Customers population overlaps with your Customers population.

Sharing Settings

This tab shows you how all of your populations are being shared (or not!) with your partner (Bozala is the partner in this example).

  • For your Prospects and Open Opportunities populations, your partner can see 5 fields with any of your partner's populations.

  • Customers is only showing overlap counts with your partner's populations.

  • All Accounts is Hidden from Bozala, which means they don't know this population exists.

  • New Pipeline is sharing 14 fields when New Pipeline overlaps with any of your partner's populations.

Note: The (default) next to the sharing status means that it is the sharing default for that population.

Editing Sharing Settings

To edit your sharing settings for a specific population, click on the entire white box.

The modal that pops up should look familiar, it's very similar to the modal you used to set your population sharing default.

If your sharing setting is using the population default, you will be given the option to Customize the default.

Note: once you customize the default, you are essentially "disconnected" from the population default. In the example above, any changed to All Account's sharing default would not apply to Sabre once you click "Customize" and save your setting.

Once you click Customize, you can change the sharing setting to any of the three available options.

In the image above, I've changed the sharing setting to Sharing data and selected 2 fields, which you can now see reflected in the table below.

You can always set your sharing back to the population default by clicking Set to Default if you've customized your sharing setting.

Once you're connected to the default again, any changes to the population's sharing default will affect this partner (Sabre, in this example).

The sharing settings that you learned how to set above apply when your population overlaps with any of your partner's populations. If you want to share specific data when your population overlap's with a specific one of your partner's populations, you can create per-population overrides.

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