According to this article, "The Success Plan must be configured for sharing by the admin, with optional security settings."
It redirects me to this article, which also states "This article explains how admins can configure a Success Plan for sharing by CSMs."
This all implies that in order to share Success Plans, the Admin must enable that function.
In my Success Plan configuration, I have left Sharing and Security Settings unchecked:
Yet, I still have the option to share Success Plans (see below). And it successfully shares out (as I tested sending it to a couple of users).
Is there no security function to prevent this from being shared??
Best answer by dan_ahrensView original
There really should be more control around this feature - a toggle switch to turn on/off sharing (which prevents the sharing via link option from even appearing on SPs when in the "off" position) and the aiblity to disable Share with Contacts options when we aren't using the Person object.
It's essentially designed to allow for creation of objectives that are internal only vs objectives that can be shared with customer contacts.
Secondly, thanks for the added explanation. That wasn't clear from reading the doc, but with your added context it makes complete sense. An opportunity for a bit more clarity in the doc?