Salesforce Sharing and Visibility Designer Series Part 6

This entry is part 6 of 17 in the series Sharing and Visibility Designer Study Guide

SHARING SETS

  • Grant portal or community users access to records that are associated with their accounts or contacts using sharing sets.
  • Sharing Sets are only available for Customer Community license
  • Sharing sets can be used with these user profiles:
    • Authenticated Website
    • Customer Community User
    • Customer Community Login User
    • High Volume Customer Portal
    • High Volume Portal
    • Overage Authenticated Website User
    • Overage High Volume Customer Portal User

Example 1: You might want to use a sharing set if you would like to:

  • Grant users access to all cases related to their account or contact record.
  • Grant users access to all cases related to a parent account or contact that is identified on the user’s account or contact record.

Example 2: shows an access mapping on a sharing set, which grants portal or community users access to all cases associated with the entitlements on their account, even if they are not directly associated with the case.

  1. Account lookup on portal or community user
  2. Related account on entitlement
  3. Entitlement lookup on case

Some Scenarios

  1. I want to give all Community users related to Acme access to Projects that are related to Acme. I build a simple sharing set for this. However, some of these Community users also need manual sharing.

Solution: Important note is that Partner license has roles and sharing rules available but basic Customer license does not. Likewise, Apex sharing and manual sharing are not available for Customer license. I need to now separately write and maintain an Apex trigger to share the Projects related to Acme with the Acme Partner Community Users.

  1. Acme has a Parent Account: Acme HQ. I want all Community users related to Acme HQ to have access to Projects related to Acme HQ or to Acme.

Solution: If these include Partner Community users, I need to add more logic to my Project sharing trigger to additionally share it with Acme HQ users.

  1. I want to give Community users access to another object–Widgets–related to (but not child to) Projects.

Solution: Now I need another sharing trigger on the Widget object, whereas I could have solved this with a simple Sharing Set if this feature were available for Partner Community licenses.

Useful link:  caitlinmarshall.wordpress.com/2013/10/17/sharing-options-in-salesforce-communities/

Series Navigation<< Salesforce Sharing and Visibility Designer Series Part 5Salesforce Sharing and Visibility Designer Series Part 7 >>
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