Questions tagged [sharing-sets]
The sharing-sets tag has no usage guidance.
46
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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 ...
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8
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How to give user inside specific role accessibility to all activity except from user with the same role
I need to give a user accessibility to all activity except activity that own by other user in the same role
What I want is user inside CFO role can see all activity except activity that own from ...
- 121
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338
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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 ...
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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 ...
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44
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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(...
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111
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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
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1
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2k
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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.
...
- 311
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147
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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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196
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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-...
- 1,291
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64
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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'...
- 315
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2k
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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 ...
- 633
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406
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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
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3
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2k
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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
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223
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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) ...
- 992
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1
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399
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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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1
answer
2k
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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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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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237
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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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2
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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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0
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573
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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 ...
- 525
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614
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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 ...
- 272
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102
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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
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2k
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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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156
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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 ...
- 529
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87
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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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70
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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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3k
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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
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2
answers
1k
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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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831
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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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181
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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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173
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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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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
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187
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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 ...
- 1,490
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2k
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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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2
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1k
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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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125
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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
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5k
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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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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 ...
- 1,644
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1k
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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 ...
- 494
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244
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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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754
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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
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2
answers
2k
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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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votes
1
answer
2k
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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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2k
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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
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2
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777
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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 ...
- 3,681
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2
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1k
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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 ...
- 5,006