Search and Click on Communities Settings Click New on Sharing Sets Select the Profile and Case Object
Full Answer
How do I enable web-to-case in Salesforce?
Select Enable Web-to-Case. Click Save. If doing the above does not resolve the issue, your organization may be missing a permission that needs to be enabled. If so, please raise a Case with Salesforce Support and reference this article in the Case description.
How to use caseteam/caseteammember/caseteamrole?
1) To Use CaseTeam/CaseTeamMember/CaseTeamRole, if your community user is a portal user, you add his contact id as a Member of the case, otherwise user id. It's actually really usefull for sharing case with different users/contacts.
What groups does Salesforce create and maintain?
Salesforce creates and maintains the following site-specific groups. All Customer Portal Users and All Partner Users public groups And if you have channel programs and levels set up, you have Channel Programs and Levels Groups
Is there a community for end users to create cases?
We have created a community for end users to be able to add, update and see their own cases. The end user is able to create their cases just fine however when one of the agents takes ownership of the case, the end user looses visibility of it. Does anyone have experience with communities and cases visbility? Thnxs in advance!!!
How do I share a case to a community user in Salesforce?
1 AnswerGo to Community Settings, sharing sets and create a new one.Select Case as a supported object and select profile of users to share with.Select a case and other objects to share.Setup share rules.
Can community users create reports in Salesforce?
Currently Community Users are not able to Create or Edit existing reports, regardless of permissions or Community User License Type, in the Lightning Communities Templates. They can only run existing reports, or use existing filters on reports created.
Can guest users create cases Salesforce?
Guest Users can't attach files when creating a Case. The Site Details User Interface section that will allow you to perform this step "Add 'NewCase', or a custom quick action to add Cases, to the 'Selected Quick Actions.
How do I create a community case in Salesforce?
Create Case FormSelect the Create Case Form component in the page you're configuring.In the property editor, configure properties for the component: Property. Details. General Settings. Click to expand the section with general setting properties. Attach Files.
Can community users create reports?
Moreover, community users can now create and manage reports on the community by themselves (as long as you have given them permission of course!). If you have a Customer Service, Customer Account Portal, Partner Central or Your Own template, congratulations, you can use Lightning Report Builder on the community.
Can community users subscribe to reports?
My question was about subscribing to reports, not viewing reports. I had contact with salesforce in the meantime and discovered that this option is not available for Community Users. Workaround is that some one with a full salesforce license subscribe community users to a report.
What is community guest user in Salesforce?
Guest Users are users that can see your community before they login – an Unauthenticated user. Each time a community or portal is created, Salesforce auto-creates a guest user profile and a site guest user record. No matter what. Even if your community is authenticated, you have a guest user.
Can guest users upload files Salesforce?
Guest users can view Notes and Attachments but not the Files Related List. (The Note and Attachments related list displays Salesforce files.) Files uploaded by guest users can only be set to Viewer access. Guest users can't delete files, including files that they own.
Can guest users run flows Salesforce?
Go to Settings. On the General tab, select Guest users can see and interact with the site without logging in and then click the guest user profile. Under Enabled Flow Access, click Edit. Choose flows from the Available Flows column and add them to the Enabled Flows column.
How does Salesforce web to case work?
Web-to-Case in Salesforce is an innovative feature that helps you gather customer support requests directly from your company's website and automatically generate up to 5,000 new cases a day. This can help your organization respond to customers faster, improving your support team's productivity.
What is experience cloud salesforce?
Experience Cloud is an online social platform that enables companies to connect customers, partners, and employees with each other — and the data and records they need to get work done.
What is case Salesforce?
A case is a customer's question, feedback, or issue. Support agents can review cases to see how they can deliver better service. Sales reps can use cases to see how they affect the sales process. Responding to cases keeps your customers happy and enhances your brand.
Key business problem
We wanted our participants to fill out a program application, and we wanted to collect and update their information in Salesforce. We also wanted to limit the application to only those who had previously attended an information session and had gotten a specific code.
Background
New Leaders is a professional development and leadership training nonprofit organization for school administrators, principals, and teachers. We combine virtual on-demand learning with in-person training sessions (when it is safe).
How I solved it
I created an application that fits seamlessly into our Salesforce Community and restricts those who can apply to only people who have a special code using Flow.
1. Outline what information you need to collect
In the external survey tool that we had been using, the application had been revised and changed for specific cohorts, so we had multiple variations of the same questions.
2. Outline the flow of the flow
Now that I knew what was going to be shown to the participants, it was time to think about what was going on behind the scenes. Here’s my step-by-step:
4. Start building the flow
This is my minimum viable product stage; I find what is simple or easy and do that. I focus on not getting bogged down in details like complex validation rules or custom automation. This is about getting elements on the screen to test.
5. Test, fix, test, fix, and test again
Since the intended use of this flow was in a Community, I created multiple testing scenarios to account for the special type of Community users that Salesforce has.
Sharing Rule Using an Account Role
Ursa Major’s partner users fall into two categories: distributors and resellers. Sometimes, the partner users belonging to different accounts need to see each other’s records. For example, partner managers in the Express Logistics and Transport account need read and write access to opportunities owned by all partner users in Edge Communications.
Criteria-Based Sharing Rule Using a Public Group
Let’s make things a bit more interesting (read: complicated and fun!). Ursa Major wants partner managers to be aware of any high-priority energy accounts. The company also wants the director of channel sales to be aware of these accounts.
