Slaesforce FAQ

how to add guest user to view a document salesforce

by Mercedes McCullough Published 2 years ago Updated 2 years ago
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Click on the gear icon in left panel which says setings. Goto General tab and click on External Customer Support Profile hyperling under Guest User prfile. This will take you to th profile which a guest user has in order to access Salsforce things on Community.

Full Answer

How to create a guest profile in force?

For a force.com site, there will be only one Guest Profile. You can find that profile, Site--> Click on Site--> Click on Publilc Access Settings. This is the place where Site User setting is maintained. You need to sign in to do that.

Why can’t I give write access to guest users?

The target records are part of a parent-child relationship and access to the child records is limited by write access on the parent records. Because sharing rules can’t give write access to guest users, run the request without sharing in this scenario.

Can I create more than one guest user per profile?

When you create a Force.com site, a profile gets created with a guest user associated to that profile. You would not be able to create more users with guest profile as it would not be visible in the profile list!

Can a guest user retrieve sensitive information from records?

For security reasons, don’t use guessable information like record IDs to retrieve records that contain sensitive information. A record request that runs with sharing can’t access records unless sharing rules give the guest user access to them. Consider sharing rules for read-only access if these scenarios are true:

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How do I give access to guest user in Salesforce?

Under Guest User Profile, click the profile name. Click Edit. Scroll to the Standard Object Permissions section, and change the object permissions to meet your business needs. Create a sharing rule for each object you want to share with your users.

How do I give access to a file in Salesforce?

On the file preview page or from the file actions list, select Share. Expand Who Can Access. Change file permissions for people and groups using the menu, or click the X next to a person or record to stop sharing the file.

How do I share records with guest user?

Create Sharing Rules for Guest UsersFrom Setup, in the Quick Find box, enter Sharing , then select Sharing Settings.Under Service Resource Sharing Rules, click New.Enter a label for the rule.Select Guest user access, based on criteria (1).Define the criteria for your guest record-sharing rule (2).More items...

How do I assign permissions to a site guest user in Salesforce?

Click the Site Guest User name in the Full Name column. On the User page, scroll to the Permission Set Assignments section and click Edit Assignments. Add the clone of the default B2B Commerce Guest permission set to the list of Enabled Permission Sets. Click Save.

Who can see a file in Salesforce?

It's not available to all users in your company. Only the file owner, users with Modify All Data or View all Data permission, and specific file viewers can find and view this file. External users see files posted to records they have access to, unless the record post was marked Internal Only.

What is collaborator access in Salesforce?

File Collaborator is a type of file permission access that permits a user to view and make changes to a particular file. It's among the three main file permission types in Salesforce, the other two being the File Owner and the File Viewer.

What is guest user sharing rules?

A guest user sharing rule is a special type of criteria-based sharing rule and the only way to grant record access to unauthenticated guest users. Guest user sharing rules can only grant Read Only access.

What is guest user profile in Salesforce?

A guest user is anyone you can use for applications like event management applications, volunteer applications, donation applications and many more. The Salesforce feature that allows accommodation of these “external users” is the SITE GUEST USER.

How do I change the default owner of records created by guest users in Salesforce?

Select another User as the default owner of records created by a guest user of a communityClick on Administration tile.Click on Preferences.Under 'Record Ownership' section, change the default owner to another User.Click Save.

How do I set permissions to assign a user?

To assign permission sets:Click. , then click Setup.From Setup, enter Permission Sets in the Quick Find box, then click Permission Sets.Select the permission set that you want to assign to users.Click Manage Assignments, then Add Assignments.Select the checkboxes next to the appropriate users.Click Assign.

How do you add permissions?

Near the top of your screen, select Add Member. Type the email address of the user you added to Play Console. Choose a permission level. Select Add.

How do I enable permission sets in Salesforce?

From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Custom Permissions.Click Edit.To enable custom permissions, select them from the Available Custom Permissions list and then click Add. ... Click Save.

Aura Component: DisplayEvents.cmp

This sample Aura component displays two lightning:input components, where the user enters a start and end date to view events. The lightning:card component displays each event’s StartDateTime, EndDateTime, Subject, and Location.

Component Controller: DisplayEventsController.js

This sample JavaScript controller processes events for the Aura component and calls the methods in the helper file.

JavaScript Helper: DisplayEventsHelper.js

This JavaScript helper creates an asynchronous request to find events within the two timestamps that the user submitted and defines the actions to take when the request completes.

Apex Controller: GuestUserEventsAuraController.cls

This sample Apex controller receives the call to find records from the JavaScript helper. It selects events that match these criteria:

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