Community Sharing and Visibility

Question

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.

2. 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?

Answer 1

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 .