Salesforce lets you handle this very effectively using the Content Delivery object; API Name: ContentDistribution. To expose a file publicly, you can simply create a record on ContentDistribution object with a link to the respective ContentVersion Id.
- From Salesforce Setup, access the Object Manager.
- Access Tasks or Events, depending on which objects you must give access to.
- Click Fields & Relationships | Public | Set Field-Level Security. ...
- Click Page Layout and add the Public field to your Task or Event object's page layout.
- Click Save.
How do I set public access settings in Salesforce?
Public access settings control what public users can do on each Salesforce Sites site. To set the public access settings for your site: From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control.
How do I create a customer community profile in Salesforce?
Create a Customer Community User ProfileFrom Setup, enter Profiles in Quick Find, then select Profiles.Next to the user profile that maps to your customer communities license, click Clone.Give it a name, such as Banking Customer Community User . How do I give a community access to a user in Salesforce?
How do I make a custom app visible to public users?
If you want to expose a custom app and its associated tabs to public users, make only that app visible and make it the default to avoid exposing other pages. If any of your site pages use standard Salesforce headers, other visible applications may be seen by public users. Set the login hours during which users can access the site.
How do I create a public access site profile?
From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control. Click Public Access Settings to open the Profile page for your site profile.
How do you make an experience site public in Salesforce?
Then Salesforce looks at the page access....If don't allow public access, members must log in to access the site.To enable public access in an Experience Builder site, open Experience Builder. From the All Sites page in Setup, click Builder next to the site name. ... Click Settings.Select Public can access the site.
How do I give public access to a community in Salesforce?
How to Setup Communities to be Private or PublicEnable public access in a Lightning Community, open Community Builder. In Classic: Setup go to Customize – All Communities click Builder by your community name. ... Click the gear on the left side for the settings and stay on General.Select Public can access the community.
How do I grant access to a public group in Salesforce?
Create Salesforce Public GroupsNavigate to Setup (Gear Icon)| Manage Users | Public Group.Click New.Name the Public Group via the “Label” field.Select Users under the “Search” drop-down.Add the specific user(s) with whom you want to share the list view.Click Save.
Who can see tasks Salesforce?
1. The task is automatically assigned to the person creating it, but can be assigned to anyone on the staff you can access.
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.
How do I create a shared set in Salesforce?
Set Up Sharing SetsFrom Setup, enter Settings in the Quick Find box, then select Settings.In the Sharing Sets related list, click New to create a sharing set.In the Sharing Set Edit page, fill in the Label and Sharing Set Name fields. ... Enter a description.More items...
What is public Salesforce?
Public :- This means the method or variable can be used by any Apex in this application or namespace. global :- This means the method or variable can be used by any Apex code that has access to the class, not just the Apex code in the same application.
What is public group Salesforce?
A public group is a collection of individual users, other groups, individual roles, and/or roles with their subordinates that all have a function in common. Why public groups are used in Salesforce? Public groups in Salesforce are use to define sharing rules.
How do you create a public group?
Creating a Public User GroupGo to Setup and locate the Quick Find Box.Type in Public Groups.Select Public Groups.Click on New.Fill up the Label field with your group's name. ... Add a Group Name. ... If you want to grant automatic record access through role hierarchies, select Grant Access Using Hierarchies.More items...•
How do I share tasks in Salesforce?
You can share tasks with more users in one of the following ways.Use role hierarchy. Set up role hierarchy, and assign users to roles. Ensure that users who create tasks are added to the lowest level role. ... Assign tasks to a queue. Create a queue and add the users who manage tasks to it.
How do I share an activity record in Salesforce?
From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Allow users to relate multiple contacts to events and tasks.Click Submit.To show related contacts on event and task detail pages, ensure that the Name related list is included on event and task page layouts.
How do I enable tasks in Salesforce?
On the Open Activities related list, click New Task. *. On the Activity History related list, click Log a Call to add a task record with a status of Completed. Salesforce automatically relates the task to the record.
How to edit public access settings in Salesforce?
To set the public access settings for your site: From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control. Click Public Access Settings to open the Profile page for your site profile.
How to share a list view with public users?
To share a list view with public users, create a new public group for those users and give them visibility. If the object's sharing is set to private, public users won't be able to see those records, regardless of list view visibility. Control the visibility of custom apps.
Can you expose a custom app to public users?
If you want to expose a custom app and its associated tabs to public users, make only that app visible and make it the default to avoid exposing other pages. If any of your site pages use standard Salesforce headers, other visible applications may be seen by public users.
Can you grant read and create permissions on all standard objects?
You can grant “Read” and “Create” permissions on all standard objects except products, price books, and ideas; and “Read,” “Create,” “Edit,” and “Delete” on all custom objects. All permissions that aren't set by default must be set manually. Warning.
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