An automotive fleet management company uses an Experience Cloud site with Customer Community licenses to allow client fleet managers to log and view support requests. The external Organization-Wide Default (OWD) for Cases is set to Private. The administrator must ensure that external community users can view and edit all Cases associated with their specific Account record, while preventing visibility into Cases belonging to other companies.
Which configuration should the administrator implement to meet this requirement?
- Create a Sharing Set that maps the User Contact Account to the Case Account.Answer
- BCreate a custom profile for external users that grants the 'Modify All' permission on the Case object.
- CEnable 'Grant Access Using Hierarchies' on the Case object within external sharing settings.
- DConfigure Knowledge Data Category visibility to automatically expose account-linked Case records.
Answer
The administrator should create a Sharing Set that maps the user's Contact Account to the Case Account.
Creating a Sharing Set is the correct method to grant record-level access to users with Customer Community licenses. Since these users do not have Salesforce roles and cannot participate in standard sharing rules, Sharing Sets allow administrators to grant access to records (like Cases) based on matching fields between the user's Contact record and the target record.
Step-by-Step Solution
Key Concept
Experience Cloud Sharing Sets for High-Volume Portal Licenses