Questions tagged [sharing-sets]
The sharing-sets tag has no usage guidance.
51
questions
0
votes
0
answers
40
views
Sharing Rule Filter Criteria Error
I need to create one Sharing rule with the following:
Based on Criteria:
Record Type == Vendor (Payee) AND Vendor_Type == 'Vantive' OR
Vendor_Type == 'Baxter'
I am receiving the filter logic error ...
- 11
0
votes
0
answers
86
views
How does Sharing Set for Customer Community Login Users Work
Hi Im trying open access to some specific custom community login users on knowledge articles. And as that license does not support roles or sharing settings. I think that the way to go is through ...
- 45
1
vote
0
answers
36
views
Issue while iterating related child records of a Case Object in Visualforce Email Template for Portal users
Requirement - To show the table consists of the child records in Visualforce Email Template for portal users
Design -
We have two Objects having Master-Detail Relationship.
First Object - Parent__c (...
- 11
1
vote
0
answers
161
views
Allow Customer Community Plus user to see other contacts where they are all Related Contacts to the same account
Background:
Contacts to Multiple Accounts is enabled
Contact External OWD is set to Private
Community users are using the Customer Community Plus license
Scenario:
There is Account A
Contact A has ...
- 902
2
votes
0
answers
185
views
Customer Community accessing OWD: Private records not in Sharing Set with Data Raptor
I have an Experience Cloud Site with users with a Customer Community license.
We are using Vlocity Data Raptors to load data. We have records that are OWD, External: Private
However, some records we ...
- 8,688
0
votes
0
answers
108
views
Sharing Set Experience Site works for one custom object but not for the other custom object
Hope you can help. New to communities.
I have 2 custom objects added to the Sharing Set for Cloned Customer Community User Profile to view on the Experience site. Vacation and Trending Destinations.
...
1
vote
1
answer
181
views
Simple Record Chatter without costly Community+ licence
I am wrapping my head around the substantial differences between Community and Community Plus licenses.
I have a Managed Package that wants to engage external users, and I am trying to make it work ...
- 38k
0
votes
1
answer
1k
views
How to manage sharing for Partner Users with an External Account Hierarchy if Sharing Sets don't work?
My organisation has an experience cloud site for partners. We used to only have 1 partner per country, so we managed sharing as 1 ctriteria-based sharing rule per country/partner. However, we now ...
- 485
0
votes
1
answer
27
views
Customer Experience: Enable Acquiring Company to See Subsidiary's Cases but Not Vice-Versa
We have a Self Service Experience site for a customer support use case. All the licenses are of type Customer Community
We use Sharing Sets to ensure that these users can only see their own company's ...
- 72.5k
1
vote
0
answers
59
views
Sharing set read only access to Case for Community users couldn't create a case after assignment rule triggered in apex
Case - OWD is private.
Community user has read, create, edit object level permission.
Sharing set - Read access to Case
I have a trigger helper class with sharing rule enforced.
void updateCaseDML(...
0
votes
0
answers
170
views
Giving community users access to records via junction object
I have a junction object called Junction__c. It has Master-Detail to PersonAccount and another object called Mortgage__c.
I have a checkbox on Junction__c called Access_Granted__c. When this checkbox ...
- 506
3
votes
1
answer
4k
views
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.
...
- 321
0
votes
0
answers
231
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 ...
0
votes
0
answers
330
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-...
- 1,301
1
vote
0
answers
97
views
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'...
- 347
0
votes
1
answer
2k
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 ...
- 821
1
vote
1
answer
495
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 ...
- 1,909
0
votes
3
answers
2k
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?
user91784
0
votes
1
answer
301
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) ...
- 1,022
2
votes
1
answer
542
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 ...
3
votes
1
answer
2k
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 ...
4
votes
1
answer
3k
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
votes
0
answers
259
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
2
answers
4k
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
0
answers
690
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 ...
- 565
0
votes
1
answer
730
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 ...
- 292
0
votes
1
answer
174
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 ...
- 1
0
votes
1
answer
3k
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 ...
- 9,568
0
votes
0
answers
229
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 ...
- 529
0
votes
1
answer
91
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
1
answer
70
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.
- 1,543
0
votes
1
answer
3k
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 ...
- 615
2
votes
2
answers
2k
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 ...
- 128
1
vote
1
answer
870
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 ...
- 5,065
1
vote
1
answer
200
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
0
answers
229
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 ...
- 1,435
3
votes
1
answer
6k
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 ...
- 390
1
vote
0
answers
229
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 ...
- 1,533
1
vote
1
answer
2k
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, ...
- 852
2
votes
2
answers
2k
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 ...
- 866
1
vote
0
answers
127
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 ...
- 1,092
3
votes
1
answer
6k
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
...
- 5,239
1
vote
1
answer
4k
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 ...
- 1,674
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 ...
- 504
1
vote
0
answers
268
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 ...
- 29
3
votes
0
answers
871
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 ...
- 1,722
1
vote
2
answers
2k
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 ...
- 11
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 ...
- 727
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....
- 1,429
3
votes
2
answers
888
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 ...
- 3,692