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I would like to share with my community users records of particular custom object. Users use Customer Portal Plus licenses.

I would like situation where every user can view every record of this custom object, that have Lookup to user's Account.

Is this possible? I think that sharing sets would be the thing I need, but they aren't available for Customer Portal Plus licenses: Couldn't see the “Sharing Sets” section in the Community --> Settings

Is there any solution for this?

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  • Goto Setup -> Security -> Sharing Settings and enable the external sharing model.
    – abhi
    Commented Aug 12, 2016 at 17:44

1 Answer 1

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I believe the answer you've pointed to is incorrect and here's why. The Customer Community Plus license is an "enhanced" version of the Customer Community license. It's totally counter-intuitive that it wouldn't have the same features as a standard Customer Community license. See Salesforce Communities Licenses for a comparison.

That having been said, all one needs to do is "clone" their Customer Community Plus license and add additional permissions to it. Once you clone your license, you can add the permissions you're speaking of or any other kind of permission set that you'd like.

Additionally, I'm showing in my Dev Org that the default settings for Accounts in a Community Plus User profile is Read, Create and Edit for Accounts. You might want to restrict that if you haven't already. Clearly it surpasses the requirements for your custom object and allows the access you're speaking of.

That having been said, in your post, you've used the term "Customer Portal Plus" license. Is this a "Portal" or a "Community"? I'm not aware of a Customer Portal Plus License, only a Customer Community Plus License. Is this perhaps some kind of upgraded portal user license that your org has negotiated with Salesforce or have you inadvertently used an incorrect term?

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  • Thank you for your answer, you are right, licenses are named "Customer Community Plus Login". Still, I have same problem as in linked questions, I don't see "Sharing sets" related list anywhere.
    – Kamil Grzywacz
    Commented Sep 21, 2015 at 14:47
  • Two questions. 1. Have you enabled External Organization-Wide Default Settings and 2. are you using Enhanced profile user interface or original? You should be able to add perms to profiles.
    – crmprogdev
    Commented Sep 21, 2015 at 19:47
  • 1. Yes 2. Enhanced. When I set Organization Wide Defaults to public I can see these records. But I'm not really happy with that solution. I would prefer setting OWD to private and extend user's access by Sharing set.
    – Kamil Grzywacz
    Commented Sep 22, 2015 at 8:24
  • While you may have preferred having the option to use a sharing set, did this route produce the same results for you?
    – crmprogdev
    Commented Sep 22, 2015 at 13:49
  • It depends, on how you look at it: Yes it worked, no I cannot leave this object OWD set to public.
    – Kamil Grzywacz
    Commented Sep 24, 2015 at 9:42

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