Say for example you wouldn't want to share all cases logged on the account of the user which is currently logged in in the community, but just the cases who have the contact lookup filled in, and the chosen contact has the same account of the logged in user, this would be your configuration. ![]() In other words, provide access to all Contacts where his/her Account = Case.Account. To do this, you will want to share the Cases to which all Contacts on the submitting User’s Account has access. Go ahead and click on “Set Up” next to Case and the Access Mapping for that object will appear:Īs I stated before, the going assumption is that you want to provide Read/Write access to all of the submitting Contact’s colleagues. The Salesforce Record Live App allows you to view, update, and. In this case, you’ll want to select Case and move it to “Selected Objects”. Drive pipeline and revenue with actionable, data-driven account plans. Here, you’ll need to select the applicable object. Next, select one or more profiles for this Sharing Set to apply to. 2) There's some sharing permissions on ContentVersion and friends. Profile settings) doesn't allow me to access the ContentVersion (right now there are read rights on the Contact within the Guest Site User Profile), or. Go ahead and set your label and description for your Sharing Set. It seems either: 1) The Guest Site User Public Access settings (i.e. You cannot create multiple Sharing Sets that provide different access and apply both to the same profile. The first key piece to understand about how Sharing Sets work is that no more than one Sharing Set can be created for each available profile. Scroll down to the “Sharing Sets” section and click “New”: To mitigate the deliberate, but potentially debilitating, gap in the sharing functionality between Customer and Partner Communities, you can create one or more Sharing Sets here: Build > Customize > Communities > Settings > Sharing Sets. Assume your Organization-Wide Default for both objects is Private. Think about it - you would be providing each of your customers visibility into all Contact and Case records for all of your other customers. However, doing that would almost never make sense for an organization. ![]() In theory, you could provide Public access for either Cases or Contacts. Private contacts and their associated actions are not accessible on the iOS and Andriod Mobile Apps.You want to create a sharing set.You cannot assign an email from Unassigned Emails to a private contact.However, if your team members send an email to a contact you've marked private, this email will not be assigned to the private contact, it will drop in the Unassigned Emails section. Emails sent to your Capture email address will be captured.It is not possible to enable Email Sync for private contacts.Private contacts cannot have relationships.Private contacts cannot have deals (pending, won, or lost).Contacts that have a closed sales cycle cannot be made private.Contacts with Next Actions assigned to another user on the account cannot be made private.To make a contact private you must first be the contact owner.They are not visible in any other filters like Waiting for, Starred, Status, Tags, Lead source, etc that are accessible by the rest of the team. Under 'GitHub Pages', select the GitHub Pages visibility dropdown menu, then select a. In the 'Code and automation' section of the sidebar, click Pages. If you cannot see the 'Settings' tab, select the dropdown menu, then click Settings. Under your repository name, click Settings. ![]()
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