Ladies Be Architects - Salesforce Community Cloud Security
- 1. STUDY GROUP VI: Community Cloud Sharing and Visibility Gemma Emmett
- 3. JUNE CHAMPIONS Linh Nguyen Sharing & Visibility Designer
- 6. AGENDA âą Communities overview âą Community user licences âą What are the differences? âą Ways to share community data âą High-volume community users âą Share Groups âą Sharing Sets âą Super Users âą Q&A
- 8. COMMUNITY USER LICENCES User Type Community Type Key Features Customer Community Customer No roles, high volume, 10m users, no manual/rule- based sharing, canât own Accounts Customer Community Plus Customer Have roles, Partner Community Partner Have roles Lightning External Apps Custom Usage-based licence Lightning External Apps Plus Custom Custom
- 9. WHAT ARE THE DIFFERENCES? User Type Roles Sharing Tasks Reports Dashboa rds Sales Cloud Add Storage User Limit Customer Community X X X X X x - 10m Customer Community Plus â â â â â (RO) x 2MB 2m Partner Community â â â â â â 5MB 2m Lightning External Apps X X â â x x 10MB 2m Lightning External Apps Plus â â â â â x 75MB 2m
- 10. WAYS TO SHARE COMMUNITY DATA Sharing Type How? When? Implicit â Through record ownership â Through role hierarchy â As the owner â As a user in a role above the owner (Partner / Community Plus only) Sharing Sets â Add access mapping to a sharing set for certain objects â Community user needs to see more data within their own Account
- 11. WAYS TO SHARE COMMUNITY DATA Sharing Type How? When? Share Groups â Activate a share group â Add both internal & external users to the group â Share records owned by high-volume community users Super User Access â Enable super user access via Partner userâs Contact record â Grant to Community Plus users via permission set â You need to give users access to additional data
- 12. Are contacts with access enabled Have Read Only access to the Account they belong to Only share data with users belonging to Sharing Groups Have Customer Community licences Can access a recordâs PARENT (when controlled by parent & object is PRO / PRW)) Canât be in a public group or object team Canât be in a sharing rule HAVE NO ROLES Canât user Salesforce CRM Content Canât be in a territoryHigh-Volume Community Users...
- 13. Sharing Sets âą Give High-Volume community users access to other records related to their Account âą For these objects: âą Account âą Asset âą Contact âą Case âą Custom object âą Person âą Service Contract âą User âą Work Order
- 14. Letâs Have a Look...
- 16. Share Groups âą Enable you to share records OWNED BY HIGH VOLUME COMMUNITY USERS (who donât have roles) âą e.g. Cases âą Share these records with both INTERNAL and other community users âą Share Groups apply across communities
- 20. Agent View
- 21. Super Users âą Super User gives access to additional data âą Partner and Community Plus users ONLY âą Partner super user access is enabled here ---> âą Applies to âą Cases âą Leads âą Opportunities âą Custom objects
- 22. Partner Super Users PARTNER SUPER USERS WITH ROLE CAN ACCESS DATA OWNED BY OR SHARED WITH Partner Executive â All partner users and partner super users in the same role â Manager and User roles below them in the hierarchy Partner Manager â All partner users and partner super users in the same role â User roles below them in the hierarchy Partner User All partner users and partner super users in the same role (User roles only) Enabled individually on the userâs Contact record: âEnable Super User Accessâ
- 23. Community Plus Super Users âą Enabled via Permission Set
- 24. What Can Super Users Do? âą View, edit, and transfer all cases âą Create cases for contacts âą View and edit all contacts, whether communities-related or not âą View account details when theyâre the contact on a case âą Report on all contacts, whether portal enabled or not, if the Reports tab is added to your community and the user has the âRun Reportsâ permission
- 25. QUESTIONS?
- 26. NEXT STEPS âą Have a go yourself! âą Community Cloud Trailmix âą Blogs
- 27. THANK YOU FOR COMING! âą Join our Trailblazer Community group â donât forget to fill out your personal profile! âą Post your exam successes into the group âą If you tweet, use #LadiesBeArchitects âą Get Involved â âą Join our Slack workspace âą Run a study group or course for us âą Speak at a community event âą Blog / talk about us âą Get swag!