Questions tagged [sharing-sets]
The sharing-sets tag has no usage guidance.
39
questions
0
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0answers
34 views
External user access - Portal Super User Access not working
I have setup a community for B2B partner users, and a custom object which has lookup to Contact & Account. The sharing set is enabled and provided to provide access to custom object records and ...
0
votes
3answers
33 views
OWD override the Permission set?
I have a object with setting public read only but with permission set can i override it? Like if i want to delete or edit other records if user has a permission set assigned?
0
votes
1answer
25 views
Sharing Cases owned by “High Volume Customer Portal User” with Account Owner?
I've have the following (simplified) scenario:
Role Hierarchy:
Company -> EMEA -> Account Manager (EMEA)
-> US -> Account Manager (US)
The "Account Manager" roles (both) ...
0
votes
0answers
7 views
Customer Community User not showing up as a Profile in TrailForce Source ORG
I Enable Community in my TrailForce Source org and trying to create sharing set for the community.
Available Profile is showing None as below
Any one have idea about this?
0
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0answers
21 views
How can a customer community user edit their parent account record?
I have an org with Person Account enabled and Customer Community user who can access Person Account records via a community via a Sharing Set:
User:Contact = Account:Teacher__c
The access level is ...
0
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0answers
152 views
Account-Contact Relationship question
Account-Contact Relationship question: My scenario is: single contacts linked with multiple accounts and single accounts can have multiple contacts. Till then it was fine to use in sharing sets. But ...
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0answers
46 views
Sharing Sets not working properly with Lightning Knowledge
Our team is trying out the new Salesforce Sharing for Lightning Knowledge feature and we're having a hard time setting up Sharing Sets on Knowledge objects in a preview scratch org. It seems to be ...
2
votes
1answer
41 views
How to grant Read access to parent Account when Opp is shared through Sharing Set?
In a Partner Community, I'm granting edit access to Opportunities that have the User's Contact record indicated in a specific Contact lookup field on the Opportunity.
However, users that get this ...
1
vote
1answer
441 views
Apply multiple sharing set on one object same profile
My goal is to give partner users access to records based on two field on the same object.
I use Sharing sets (From setup->communities settings->sharing sets)
On opportunity, I have two custom ...
2
votes
1answer
400 views
How to share custom Object records to community users?
Is there any way to share Standard / Custom object records to Customer Community Licensed users.
The different records to different users based on some conditions.
As we are using Customer community ...
0
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0answers
40 views
How to share record access to customer community licensed users
Primarily, I am trying to show custom object(Calendar_Events__c) records to customer community licensed users based on the condition/tag such as Tag = Group A, Group B
.i.e users will have a Multi-...
1
vote
1answer
1k views
Lightning Record Form not working for custom objects in communities
There is a custome object called CutomObject in my sandbox system. I have created a salesforce community to display these objects.
I have created a sharing set on this object type as follows and ...
1
vote
0answers
211 views
Sharing Set not working - Customer Community
UPDATE:
Nothing is working, Quote is getting shared from the trigger.
I have two custom profiles Employee and Employer cloned from Customer Community Plus Login Profile.
I have tried to set Sharing ...
0
votes
1answer
138 views
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 ...
0
votes
1answer
44 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 ...
0
votes
1answer
593 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 ...
0
votes
0answers
63 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 ...
0
votes
1answer
67 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....
0
votes
1answer
63 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.
0
votes
1answer
625 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
votes
2answers
642 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 ...
1
vote
1answer
657 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 ...
1
vote
1answer
120 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 ...
1
vote
0answers
101 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
votes
1answer
4k 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 ...
1
vote
0answers
93 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 ...
1
vote
1answer
1k 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, ...
2
votes
2answers
577 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 ...
1
vote
0answers
108 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
votes
1answer
3k 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
...
1
vote
1answer
2k 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
vote
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 ...
1
vote
0answers
154 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
votes
0answers
520 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 ...
0
votes
2answers
1k 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
votes
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
votes
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....
3
votes
2answers
521 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
votes
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 ...
