Assign a new activity to another User Navigate to the record you want to associate the Task to. Click New Task or New Event from the 'Open Activities' related list.
Full Answer
How to share a calendar with other people in Salesforce?
From Calendar, click the gear next to “ Other Calendars ” and select “ Add Calendars. ” Search for the individual that has shared their calendar with you and select “Add” to complete the process. As you can see, Salesforce Calendar Sharing can greatly increase your productivity.
How to create a community user in Salesforce?
So to create a community user, the first step is to create a contact for the user. Go ahead and create a contact. Add a First Name, Last name, Email and any other details that make sense. Now add the details as discussed above. You’ll need to add an account. This should be a generic account for all of your customer community users.
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
How do I create a sharing set in a community?
Click Customize --> Communities --> Settings. In the Sharing Sets related list, click New to create a sharing set, or click Edit next to an existing sharing set. In the Sharing Set Edit page, fill in the Label and Sharing Set Name fields.
How do I share an event in Salesforce?
From your personal settings, enter Calendar Sharing in the Quick Find box, then select Calendar Sharing. To share your calendar with others, click Add. Select the users, roles, or groups whose activities you want to display in your calendar. Specify how you want to share your calendar.
How do I add an event to my community calendar?
To add an event to the Community Calendar, simply go to the calendar page and click the "Submit an Event" button in the upper right. This will take you to the Submit an Event form.
How do I share a community user in Salesforce?
Click Customize --> Communities --> Settings.In the Sharing Sets related list, click New to create a sharing set, or click Edit next to an existing sharing set.In the Sharing Set Edit page, fill in the Label and Sharing Set Name fields. ... Enter a description.More items...•
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.
How do you add an event?
Create an eventOn your Android phone or tablet, open the Calendar app .Tap Create Event .Optional: If you invite guests, add them to the event. Then, tap and drag the meeting block to a time that works for everyone. ... Swipe up to edit event details like: Title. Location. ... Tap Save.
How do you use AddEvent?
Create a calendar in AddEvent and add all your events. Add an add-to-calendar button to your website that your users can click to subscribe to your AddEvent calendar. When a user subscribes, all of the events on your subscription calendar will be added and synced to their own calendar.
How do I share a record with community user?
3:286:25Share records in Community using Share Set - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo what you need to do is come to community settings. There is a sharing set option click new. AndMoreSo what you need to do is come to community settings. There is a sharing set option click new. And give it a name. So what do you want to call it trail partner sharing. Give it a description.
How can sharing set 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.
How do you create a share set for customer community users?
From 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. Label is the sharing set label as it appears on the user interface.
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 community users in Salesforce?
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.
What is implicit sharing in Salesforce?
Implicit Sharing is when a user gains access to a child record and also gains read-only access to the parent (e.g. a contact is assigned to a user, and thus gains read-only access to the account). Implicit sharing only has an effect when the parent object is Private and the child is not Controlled by Parent.
How to create customer community user in Salesforce
Creating customer users is a little different to creating internal Salesforce users. Community users always have a contact associated with them. So to create a community user, the first step is to create a contact for the user. Go ahead and create a contact. Add a First Name, Last name, Email and any other details that make sense.
How to create partner community user in Salesforce
Partner community users are based on accounts. This means that instead of just creating a contact we need to create an account and a contact. Then we create a user out of that contact.
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.
