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Zorluk: OrtaSelf-Service Portals and Experience Cloud for Support

A financial services firm wants to enable self-service support for policyholders using an Experience Cloud site built on the Customer Service template. Policyholders holding standard Customer Community licenses need to view and manage cases associated with their personal contact record. Currently, the organization's internal sharing model for Cases is set to Private, and internal visibility must remain restricted.

Which two configuration actions should the administrator perform to fulfill these security and access requirements?

  1. Set the External Organization-Wide Default (OWD) for Cases to Private.Cevap
  2. Create a Sharing Set that maps the User's Contact to the Contact on the Case object.Cevap
  3. C
    Create a custom profile for external policyholders and grant 'View All' permissions on the Case object.
  4. D
    Enable 'Grant Access Using Hierarchies' on the Case object within External Sharing Options.
  5. E
    Change the internal Organization-Wide Default for Cases to Public Read-Only.

Cevap

The administrator should set the External Organization-Wide Default (OWD) for Cases to Private and create a Sharing Set that maps the User's Contact record to the Contact field on Case records.
To grant Customer Community users access to their own cases while keeping internal and external access restricted, the administrator must establish an External Organization-Wide Default of Private for Case. Because standard Customer Community users do not have roles, traditional sharing rules do not apply; instead, a Sharing Set must be used to map user attributes (User.Contact) to record attributes (Case.Contact).

Adım Adım Çözüm

1
Configure External Sharing Model
Setting the External OWD for Case to Private establishes a secure base level of access specifically for external users without altering internal OWD settings.
Salesforce allows separate internal and external OWDs so that external community user access can be restricted independently of internal sharing settings.
2
Configure Sharing Set for Community Users
A Sharing Set is defined to match User.Contact = Case.Contact, granting Read/Write access to the community user.
Standard Customer Community licenses use roleless high-volume community architecture and rely on Sharing Sets rather than traditional role-based sharing rules to grant record access.

Anahtar Kavram

Experience Cloud External Sharing Models and Sharing Sets for High-Volume Portal Licenses
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Konular

Self-Service Portals and Experience Cloud for Support

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