Slaesforce FAQ

can salesforce community users change their contact record

by Rickie Ruecker Sr. Published 3 years ago Updated 2 years ago
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Short answer yes, this is possible. It will require setting up the profile permissions on the Contact to give the field access, sharing settings to set which contact records they can see and edit, normally private. Share

Short answer yes, this is possible. It will require setting up the profile permissions on the Contact to give the field access, sharing settings to set which contact records they can see and edit, normally private.Oct 11, 2017

Full Answer

Who can edit contacts in Salesforce?

A private contact can only be edited by a user with 'Modify All Data' permission.

Can community users own records in Salesforce?

They can access their own account and contact records, based on implicit sharing. They have Read access on the account they belong to. They can access a record's parent, and the org-wide sharing setting for that record is Controlled by Parent.

Is Contact a community user Salesforce?

Community Users are created from Contacts who are not currently Users. From a contact's detail page, click on the button labeled "Manage External User". You should get a drop-down that says "Enable Customer User" (assuming you have a Customer Community). Select that option to enable the contact as a Community User.

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.

Who can see what in communities Salesforce?

Standard Salesforce user sees records that they own, and records that they have access to (based on sharing rules) across all sites and their internal org. Chatter Free user can't access records.

What is a high volume community user?

High-volume community or site users in Experience Cloud are limited-access users intended for orgs that have thousands to millions of users.

What is a Salesforce community user?

A community license works like a standard Salesforce internal license: external users with a member-based license (that is, a license that is assigned to a specific user) are able to access a community as many times as they want. However, external users do not have access to the internal org.

Can community user create account?

Community Users who have the Customer Community Plus license are allowed to create accounts.

How do I make a contact a community user?

From Setup, in the Quick Find box, enter Profiles , then select Profiles. On the Profiles page, click Clone next to the Customer Community Login User, the Customer Community Plus Login User, the Customer Community Plus User, or the Customer Community User profile. Enter a name for the cloned profile and save.

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 do you assign a role to a community user?

To add users and assign roles:On the Overview tab in Site.com Studio, click Site Configuration | User Roles.Click Add Users.In the Available Users section, highlight the user you want to add.Select the role from the Add as drop-down list.Click the arrow to move the user to the Selected Users section.Click Save.

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.

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