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Zorluk: OrtaSelf-Service Portals and Experience Cloud for Support

A renewable energy firm provides self-service support to its commercial installers using an Experience Cloud site. The external Organization-Wide Default (OWD) for the Case object is set to Private. The administrator needs to grant external users assigned Customer Community licenses access to view all cases submitted by any contact associated with their company's Account record.

Which configuration should the administrator implement to grant this record access efficiently?

  1. Configure a Sharing Set that grants Case access based on matching the user's Account with the Case's Account.Cevap
  2. B
    Create a distinct custom profile for each installer company with View All object permissions enabled for Case.
  3. C
    Enable 'Grant Access Using Hierarchies' on the Case object so access automatically flows across contact users.
  4. D
    Assign a permission set to each external user that grants 'Modify All Data' system permission.

Cevap

Configure a Sharing Set that grants Case access based on matching the user's Account with the Case's Account.
Because Customer Community licenses are high-volume portal licenses that do not support user roles, standard sharing rules cannot be used. Sharing Sets are designed specifically for high-volume community users to grant record access based on matching criteria, such as mapping the user's Account to the Account linked on Case records.

Adım Adım Çözüm

1
Identify the license type and external sharing settings.
Customer Community users use high-volume community licenses, which do not utilize standard Salesforce user roles. The external OWD for Case is Private.
High-volume portal users cannot use standard role-based sharing rules.
2
Determine the appropriate automated sharing mechanism for high-volume community users.
Sharing Sets allow administrators to grant access to records where a lookup field on the record (e.g., Case.Account) matches a lookup field on the user record (e.g., User.Account).
Sharing Sets provide record-level access efficiently without requiring user roles.
3
Select the correct configuration approach.
Creating a Sharing Set configured to match the user's Account to the Case's Account enables all external users from that Account to view related Cases.
This meets the requirement while preserving external OWD security controls.

Anahtar Kavram

Experience Cloud Sharing Sets for High-Volume Portal Licenses
Tahmini Süre:1m 30s
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Konular

Self-Service Portals and Experience Cloud for Support

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