You can even set up sharing rules specifically for guest users in your portal or site. Owner-based sharing rules let you share records between groups of users, while criteria-based sharing rules apply when certain criteria are met. Salesforce creates and maintains the following site-specific groups.
Table of Contents
What are Salesforce communities and why do they matter?
We bet you’ve already heard about Salesforce communities that allow organizations to get their customers, partners, and employees connected with each other and the records and data they need to do their job. What Salesforce communities are, what benefits they provide, and what types there are.
What’s new in the Salesforce community types update?
With this update, enabling sharing inside those Community types has become much easier. Sharing Sets let you take a Lookup (typically Account, Contact, or User) from the Community User, and match it to records in your Salesforce Org that also have that Lookup value.
What is a community license in Salesforce?
Salesforce communities licenses are a contractual agreement between Salesforce and its customer, that includes a metadata description of the associated Salesforce product’s functionality that is available to this organization.
What is revenue grid for Salesforce partner community?
One of Revenue Grid’s features is a best-in-class enterprise plugin for integrating your Salesforce Partner Community’s Outlook or Gmail to your Salesforce org and giving your Salesforce Partner Community members a real Salesforce experience! Revenue Grid helps to automatically capture, categorize, and sync sales data across all connected sources.
How can sharing sets be used to share records with customer community users?
A sharing set grants site users access to any record associated with an account or contact that matches the user’s account or contact. You can grant access to records via access mapping, which defines access for each object in the sharing set.
What is the difference between sharing rule and sharing set?
Sharing sets use profiles to give record access to a group of users, unlike sharing rules, which use roles and public groups.
How many ways can you share data in Salesforce?
If the Organization-Wide Settings (OWD) in your Salesforce Org is set to anything other than “Public Read/Write” for any of the standard or custom objects then it is more than likely that you will need to setup some sharing rules to share these records with other users.
Is sharing set available in partner community?
Sharing sets are only available, however, for Customer Community users (and high-volume portal users) not for Partner Community users (or Customer Portal Manager Users). This is a major disadvantage of Partner Community licenses, despite being more expensive and otherwise more powerful than Customer Community licenses.
What is the difference between sharing rules and manual sharing in Salesforce?
Sharing rules are created and managed by admins. Example: all Opportunities above $10M should be shared to everyone in the C-suite, regardless of actual role hierarchy. Manual sharing is a permission to access one specific record of any object.
What is the difference between sharing rules and permission sets in Salesforce?
Permission sets and profiles control a user’s object and field access permissions. Roles primarily control a user’s record-level access through role hierarchy and sharing rules. With sharing rules you can make automatic exceptions to organization-wide sharing settings for sets of users.
What are the sharing rule in Salesforce?
Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings.
What are different ways to share records in Salesforce?
Following are the ways we can share a record:Role Hierarchy: If we add a user to a role, the user is above in the role hierarchy will have read access. … OWD: Defines the base line setting for the organization. … Manual Sharing: … Criteria Based Sharing rules: … Apex sharing:
What are the different ways of sharing records in Salesforce?
What are types of sharing rules in salesforce?Force.com Managed Sharing:- … Record Ownership. … Role Hierarchy. … Sharing Rules. … User Managed Sharing, also known as Manual Sharing. … Apex Managed Sharing.
How do I share my community records?
3:286:25Share records in Community using Share Set – YouTubeYouTubeStart of suggested clipEnd of suggested clipSo what you need to do is come to community settings. There is a sharing set option click new. AndMoreSo what you need to do is come to community settings. There is a sharing set option click new. And give it a name. So what do you want to call it trail partner sharing. Give it a description.
What is implicit sharing in Salesforce?
Implicit Sharing is when a user gains access to a child record and also gains read-only access to the parent (e.g. a contact is assigned to a user, and thus gains read-only access to the account). Implicit sharing only has an effect when the parent object is Private and the child is not Controlled by Parent.
What is Apex sharing in Salesforce?
Apex managed sharing enables developers to programmatically manipulate sharing to support their application’s behavior through Apex or the SOAP API. This type of sharing is similar to Force.com managed sharing. Only users with “Modify All Data” permission can add or change Apex managed sharing on a record.
What is a sharing set in Salesforce?
Sharing Sets let you take a Lookup (typically Account, Contact, or User) from the Community User, and match it to records in your Salesforce Org that also have that Lookup value. For instance, below we are sharing all Projects that have an Account that matches the Community User’s Account.
How to access sharing set?
To access your Sharing Sets, go to Setup –> Communities Settings –> Sharing Sets. Once you have selected the Profile (s) you want this Sharing Set to apply to, you can select the Objects you want to grant sharing on.
Can you conditionally fill a field out?
You can conditionally fill this field out using the automation tool of your choice (typically, I use Process Builder). By then setting your Sharing Set up to use this conditional Lookup instead of the one you are using internally, you’re now sharing just the records you want to share!
What is Salesforce Community Cloud?
Salesforce Community Cloud is an online social platform from Salesforce that enables companies to connect customers, partners, and employees with each other and the data and records they need to collaborate.
Why do companies create online communities?
Such communities help generate new ways to connect with potential customers and buyers, provide effective customer service and complete access to information may be required to successfully use a company’s products or services. That, as a result, positively influences shopping behavior and builds trust in the brand.
What is a partner community?
Partner community is a specific information hub for B2B orgs that allows sales teams and resellers to easily access needed data and collaborate in real-time to close more deals. It’s a space where partners can manage their business, learn best practices, get the support they need, and connect with Salesforce employees in an absolutely secure environment.
What is customer community license?
Customer Community licenses are used for B2C interactions with a huge number of customers that need access to Cases and a knowledge base.
Is creating an online community expensive?
At first, the idea of creating an online community may sound like an expensive venture and a rather complicated task; but after you consider the advantages it provides and how easy it can be with Salesforce, you will change your mind.
Can you use community pages without a license?
It’s worth mentioning that members still have some level of access even without acquiring a Community license. For instance, guest users have access to community pages that are publicly available (like a public knowledge base) to find and read content, review knowledge articles, and perform tasks that don’t require them to log in. But acquiring a community license also allows you to create external profiles (beyond the guest user profile) to access Communities.
