Questions tagged [sharing-sets]

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Sharing records with Customer Community Login users

I am struggling to get the concept of sharing rules vs sharing sets when it comes to sharing records owned by an internal user to a community user which has a license of Customer Community Login User. ...
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  • 161
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25 views

Portal User Access after changing OWD and new Sharing Set

I've got a weird one that is probably just me missing a setting somewhere, but we updated our Org Wide Defaults to private for external access, added a sharing set to allow access to the related ...
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49 views

Salesforce sharing set permissions SOQL

For one of my integrations project, I am trying to repurpose the Salesforce record sharing model outside Salesforce. I have been following this article which talks about identifying access for user ...
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29 views

Unable to create record in Community

I have the following objects Contact (looks up to) -> Account, Project, Project Role (looks up to Contact and Project) A portal user has the following access to the objects: Account (Public Read-...
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  • 1,303
1 vote
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How to handle data skew when working with partner portal?

I have a very simple use case where I have a few partner accounts to which I assign cases. Under each account I have 5-10 partner users who need access to all the cases assigned to the account. So I'...
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  • 155
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Share Cases from Child Account with Customer Community Plus users in Parent Account

How do I share Cases under Child Account with Customer Community Plus users in Parent Account? I would like to display a List View that shows All Open Cases (from both current account and accounts ...
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  • 311
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1 answer
546 views

Sharing settings with criteria based assignment rules not working as expected

I have a situation where the user is able to create a case record of record type RecordTypeA using Salesforce flows as a system user. The requirements are The user shouldn't edit any of the fields of ...
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  • 491
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195 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 ...
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3 answers
544 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?
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1 answer
86 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) ...
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  • 942
2 votes
1 answer
116 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 ...
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3 votes
1 answer
1k 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 ...
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2 votes
1 answer
1k 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 ...
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77 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-...
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1 vote
1 answer
2k 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 ...
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1 vote
0 answers
375 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 ...
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  • 497
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1 answer
296 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 ...
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  • 232
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1 answer
48 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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1 answer
1k 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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  • 9,063
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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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  • 519
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1 answer
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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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1 answer
66 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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0 votes
1 answer
1k 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 ...
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2 votes
2 answers
930 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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1 vote
1 answer
721 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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1 vote
1 answer
146 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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1 vote
0 answers
131 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 ...
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  • 1,041
3 votes
1 answer
5k 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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1 vote
0 answers
123 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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  • 1,490
1 vote
1 answer
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, ...
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  • 802
2 votes
2 answers
815 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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1 vote
0 answers
118 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 ...
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  • 1,072
3 votes
1 answer
4k 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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1 vote
1 answer
3k 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 ...
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1 vote
1 answer
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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  • 474
1 vote
0 answers
193 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 ...
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  • 29
3 votes
0 answers
569 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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  • 1,702
0 votes
2 answers
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 ...
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2 votes
1 answer
2k 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 ...
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6 votes
1 answer
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....
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3 votes
2 answers
627 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 ...
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2 votes
2 answers
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 ...
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  • 4,946