Questions tagged [sharing-sets]
The sharing-sets tag has no usage guidance.
27
questions
0
votes
1answer
26 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
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 ...
0
votes
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 ...
0
votes
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.
...
0
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0answers
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 ...
0
votes
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....
0
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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.
0
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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
votes
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 ...
0
votes
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 ...
1
vote
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 ...
1
vote
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
votes
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 ...
1
vote
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 ...
0
votes
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, ...
2
votes
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 ...
1
vote
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
votes
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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1
vote
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
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
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
votes
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 ...
0
votes
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
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....
2
votes
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
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 ...
