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I am working on a very basic community use case and need some guidance for sharing setup.

  1. Share Cases with Contacts within the same Account, what's the best option to achieve the sharing?

    • Setup sharing rule for each customer account? What if there are 1000+ customer accounts?

    • Assign every contact the Manager community role, it will allow them to access each others cases.

    • Enable "Super user permission" for each user and they will gain access to cases and contacts for their account

FYI.. sharing set doesn't work with Community Plus licenses.

  1. I want to share a custom object record with all contacts of an account?

    • What's the best way to enable this sharing model? Sharing rule or apex sharing?

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For first question to me safest option seems to be doing the sharing via apex .Through an automated trigger or a scheduler .Having increasing number of sharing rules can be issue and similarly setting multiple roles also has limits .

The other idea thats telling me is how about setting a criteria based sharing rule and sharing with groups .For every account if we have a group and add all the contacts to the group and then share the cases with right group .

If it is just one account sharing rule might be enough but if all accounts are soon candidate of this type then apex might be right choice .

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  • I was hoping for some easy solution, but anyways thanks for confirming. As a workaround, I am designating each user as Super User, so that can see each others cases. Commented Mar 20, 2017 at 5:38
  • With community plus I have found a sharing rule can work for cases, but that was in a setup where the number of accounts was strictly limited. For scalability I think you need to use Apex sharing.
    – Dave Humm
    Commented Mar 20, 2017 at 8:56

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