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Multiple Salesforce admins accessing C&P transactions

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  • Multiple Salesforce admins accessing C&P transactions

    In my Salesforce login I see the C&P transactions from our event the other day in temporary contacts. However my partner, also a SF admin, does not see them (from what she reports). I am the one who set up C&P and SF connection and so am the owner of the contacts, but I expected all admins (actually I was hoping all SF users) would be able to access them. We are a small nonprofit and so do a lot of cross work, we don't "own" contacts in the traditional sense, we all do a bit of everything. Does C&P fit this flexible work pattern?

  • #2
    I think I have this now, logged in as different user (which I set as admin in SF) and now am able to access transactions. Never mind!

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