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Monday, July 13, 2020

Sharing in Communities

Communities are designed for salesforce external users. Sharing is caring, however, way of sharing in community cloud has different challenges. 
Customer Community License has a much more limited level of access to the community’s objects compared to other community license holders and Salesforce internal org users. Because these license holders do not have roles within Salesforce, so they can’t take advantage of role-based sharing. 

By default, members with a Customer Community License can see only their own records, such as the cases they file with support. They can’t see anyone else’s cases in the community.

Customer Community User licenses utilize two entirely new mechanisms.
  1. Sharing Sets determine what records are shared with community users. A sharing set gives community users access to records that are associated with their accounts or contacts based on their user profile. Records can be exposed if they are related (directly or indirectly) to the user’s contact or account. For example, a user can see the cases that he or she raised because they are related to the same contact. The admin can set up only one sharing set per profile per object.
  2. Sharing Groups determine who can see records owned by community users (high-volume portal). A sharing group allows you to share records owned by Customer Community License holders with internal and external users in your community. For example, European users who raise cases could have those cases shared with EMEA support agents. Deactivating a share group removes all other users’ access to records owned by high-volume community or portal users.
Note- Sharing sets and groups are configured in Communities Settings, rather than the standard sharing configuration page.
What is a Partner super user?

You can grant super user access to the external users if he/she belongs to Partner Community or a Customer Community Plus license. Granting super user access to external users in your community lets them access more data and records, regardless of sharing rules and organization-wide defaults. Super users can access data owned by other partner users who have the same role or a role below them. Super user access applies to cases, leads, custom objects, and opportunities only.

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