How to share records owned by customer community licence users with salesforce platform users
- Create a queue which will have all the team members of CRM team who will approve the order.
- Write an after insert trigger on Order and change the owner of Order to the queue we created in step1.
How many ways can you share records in Salesforce?
So what are the different ways to share records? Here is a checklist of all the different ways (22 that I could think of) in which you can share records in Salesforce. You can use this as a quick reference guide to help you determine which of these options will be most appropriate to meet your business requirements.
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 grant users access to multiple users in a community?
To grant users access to selected users in the same community, you would typically create a sharing set if you deselected theCommunity User Visibility checkbox on the Sharing Settings page. Click Customize --> Communities --> Settings.
Who is the owner of the account record?
The account record will be owned by an Internal user. This is basically for a VF page in my customer community where there is a contact lookup field. The external users have to select contacts accociated with a particular account "ABC" only.
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.
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 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...
Who can share the record in Salesforce?
Salesforce Manual Sharing allows the users to share the record to users who would not have access to the record any other way. Only these 4 users can share the record: Record Owner. A user in a role above the owner in the role hierarchy.
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.
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.
How do I assign a permission to 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.
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.
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 give access to records in Salesforce?
Use the Grant Access Using Hierarchies checkbox to disable access to records to users above the record owner in the hierarchy for custom objects. If you deselect this checkbox for a custom object, only the record owner and users granted access by the org-wide defaults receive access to the records.
How do I create a share record in Salesforce?
To do that:Click “Setup | Create | Objects”.Select the custom object. (In this case, the “Test” Custom object.)Click New in the Apex Sharing Reasons related list. ... Enter a label for the Apex sharing reason.Enter a name for the Apex sharing reason.Click Save.
Which 2 methods can be used to share records using sharing rules?
There are basically two types of sharing rules in Salesforce based on which records should be shared:Owner-based Sharing Rules.Criteria-based Sharing Rules.