Flexible Team Share - Team Members & Record Sharing for Any Salesforce Object
Salesforce ships three separate team features: Account Teams, Opportunity Teams and Case Teams. Each one works on exactly one object, each has its own model, and everything else — Contacts, Leads, Campaigns, Orders, custom objects — has none. Flexible Team Share gives every object the same thing. Add team members directly on record pages with a configurable Lightning component. Assign roles (Owner, Manager, User), set access levels (Read Only, Read/Write), and optionally set an expiration date for temporary assignments. Record sharing follows team membership automatically. Under the hood it is Apex Managed Sharing with a proper sharing reason — the same thing you would otherwise build in code — but you configure it point-and-click. No manual shares, no sharing rules to maintain, no Apex for your admins to own. Works with Private and Public Read Only org-wide defaults. Setup takes minutes with a no-code Configuration Wizard that walks admins through enabling objects and scheduling cleanup jobs. The app runs entirely inside Salesforce — no external integrations, no callouts, no data leaving your org. Supports 13 languages out of the box
Top keywords
- sharing4×2.27%
- team4×2.27%
- read3×1.70%
- teams3×1.70%
- admins2×1.14%
- apex2×1.14%
- object2×1.14%
- objects2×1.14%
- only2×1.14%
- own2×1.14%
- read only2×1.14%
- record2×1.14%
Cirrus Insight for Gmail
Cirrus Insight is the seller-led, AI-orchestrated Sales Operating System that runs natively alongside Salesforce. For over a decade, we’ve captured and cleaned the relationship history you depends on; automatically logging emails, calendar events, and tasks from Gmail straight into Salesforce, across one or many orgs. The result is trustworthy data that powers real pipeline growth, tighter deal management, and forecasts you can stand behind. Inside the inbox, reps get scheduling, meeting prep briefs, live coaching, and automated follow-ups that keep momentum high. Inside Salesforce, admins and leaders get pristine activity data, configurable capture policies, and native reporting that surfaces what truly drives wins. Cirrus turns everyday GTM activity into a clean, continuous signal, so your Salesforce instance becomes the engine of your revenue, not just a system of record. Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer. Cirrus Insight supports Gmail; Outlook 2010, 2013, 2016; Office 365; iOS; Android; and Citrix. Compare to: Revenue Grid Match My Email Gong Chili Piper
Top keywords
- salesforce5×2.94%
- cirrus4×2.35%
- cirrus insight3×1.76%
- insight3×1.76%
- activity2×1.18%
- cirrus insight supports2×1.18%
- data2×1.18%
- gmail2×1.18%
