Questions tagged [sharing-sets]

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Need that Partner User see contacts that match certain field with their own contact

Partner user should only see contact records that are related to them based on a field on the contact record, let's say Account for example. What I have tried: Sharing Settings: Contact | Public ...
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1answer
25 views

Set up sharing sets

The idea is that a community user will create an Opportunity. The opportunity will then be re-assigned to another community user for processing (this user does not belong to the previous account). I ...
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1answer
37 views

Sharing Set Not Working

I have a custom object called Requisition. The idea is that a community user will create a requisition. The requisition will be re-assigned to a queue for processing. This is all working fine. I have ...
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0answers
42 views

Community user to view related Accounts(Contacts with multiple account)

Let's say contact is associated with multiple accounts. Account X is direct account and Account Y is in-Direct Account. Whereas the Contact is a community user with Customer Community User profile. ...
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37 views

Are Activities visible if related to records visible via Sharing Sets?

We have a Partner Community where Opportunities are shared via Sharing Sets. Users log activities against those sharing sets. Note that this isn't to do with the Public field on Activity. We've ...
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1answer
49 views

Customer Community Sharing (any update)

We have a customer community set up, and we are sharing custom objects based on a lookup to account. We created a sharing set - selected the correct profile and then we added sharing based on user....
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1answer
42 views

Community Sharing Set

I am trying to determine the creation date & creator of a community sharing set. I am looking for direction on how I can determine this.
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0answers
146 views

Sharing Case Records with Customer Community Users

We have set up the community in Salesforce and business use case is that whenever the case raises from the external user and assigned it to an internal user for resolution than any action or updates ...
2
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2answers
211 views

Sharing settings on accounts, cases, emails and attachments

We have a requirement in which we need to make some accounts private. We do this by flagging the account with a deleted field. This flag is used in our sharing settings. We are using the exact same ...
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1answer
456 views

Using <force:recordData> in a community does not show/edit all records

I have a community and I am developing a lightning component page to display a custom object record Grant__c in this community. The custom object Grant__c is in Private sharing mode so only owners ...
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1answer
60 views

Does a Sharing Set access of read only for Account over-ride the Community User's access to edit their Account?

We are using Customer Community Licenses for our Napili community. This is a membership community. We would like all members to read all contacts and accounts so I created sharing sets for both set at ...
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0answers
67 views

Community Sharing set field mapping

I am trying to work with Community sets and I am facing the following issues. I had created some sharing User:Contact = Case:Parent.Some_Lookup_Field__c and records were successfully shared I changed ...
2
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1answer
1k views

Allow communities user to see multiple Accounts

I have multiple Accounts associated with a single Contact in Salesforce, and I want to see if I can give a User access to these multiple accounts in communities. For now, I can only see the directly ...
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0answers
61 views

Community Sharing Sets: Grand Child of the Account

I do have a Custom object: Information__c which is a child object of the Case. As we all know, Case is a Child object to the Account. Now I wanted to restrict(visible to) Informations to specific to ...
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1answer
321 views

Should a Community User be able to Read and if so Edit their Account and Assets w/out a Sharing Set

This is in a Napili based Customer Community with a Customer Community license (not Plus). The External Sharing Model is enabled and the Organization-Wide Defaults are set as follows: Account, ...
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2answers
210 views

Restrict field access on an object only to owner of record

I have a child object X. A particular field of object X can only be seen by user who created the record and manager of the user. Current sharing settings config for object X: In Sharing ...
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0answers
77 views

Sharing Set issue

I am using sharing sets in our Napili Community to expose Cases to our users. The Access Granted to "Manager" user accounts on the Case object: User:Account = Case:Account.Parent This seems to be ...
3
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1answer
2k views

Community: Sharing Sets and Sharing Records - High volume

Sharing Sets Sharing sets are one of the best ways to grant portal / community users access to records that belong to their account. The sharing is based on lookups to accounts or contacts. Question ...
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1answer
1k views

Community User - Edit Contact Record/Change Account

I have a Customer Community with sharing set up in a way that allows Community Users to edit their own Contact record. I am able to change every single field on the Contact record when logged in as a ...
1
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1answer
1k views

Communities - sharing options

At the moment we have a customer portal and we are looking to move to communities. The Customer Community license and the Customer Community Plus license offer different options for the sharing of the ...
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0answers
114 views

Inheriting / Extending sharing rules on a custom object

Here is my scenario, GroupAccount - (ORG wide READ permission) A custom object which is parent object of Account (standard) One GA can have many Accounts Account - (ORG wide - Private)(Has ...
3
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0answers
465 views

Access to Custom objects for Customer Portal Users

We have customer portal and We have exposed Custom objects that have lookup to Account object and private sharing to Customer portal users. This is done by adding the sharing set such that User's ...
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2answers
942 views

Can sharing sets be used for customer community plus licenses? What permissions are needed to create sharing sets?

I am trying to add sharing sets to a community with customer community plus license users. When I try to add a new sharing set, I get the following error "You do not have the level of access ...
2
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1answer
1k views

Permission set Assign issue for SalesforcePlatform license

I have create a user with the user license as "SalesforcePlatform", here i create some custom permission sets to assign for that user. The Permission set having the System permission access as "Insert ...
6
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1answer
2k views

Customer Community Sharing

We have a customer community set up, and we are sharing custom objects based on a lookup to account. We created a sharing set - selected the correct profile and then we added sharing based on user....
2
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2answers
313 views

Sharing Sets and Apex Test Code

Im trying to setup a simple test to show the "sharing set" is working properly. I a communities sharign set that says Account | User:Account = Account:Id | Read/Write and I know this works ...
2
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2answers
1k views

How can I configure OWD and Sharing sets to allow Customer Community user to see all cases for their account and any child accounts?

I have a business requirement to allow Customer Community user to see all cases for their account and any child accounts? Is there a way to create 2 sharing sets, or some other option to grant both ...