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Sharing records to community users
How do I share an account record (and associated contacts), so that it is available to external customer community users? 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. I have put in a lookup filter, but it is only working for the internal users. The external users are not able to see anything, most probably because they do not have access to he "ABC" account record. Please help!!!
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. I have put in a lookup filter, but it is only working for the internal users. The external users are not able to see anything, most probably because they do not have access to he "ABC" account record. Please help!!!
Use the following sharing set in your communities,
I think it will be helpful for you.
All Answers
- 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. Label is the sharing set label as it appears on the user interface. Sharing Set Name is the unique name used by the API.
- Enter a description.
- Select the profiles of the users to whom you want to provide access.
- Select the objects you want to grant access to.
The Available Objects list excludes:- Grant access based on an account or contact lookup:Select a value in the User drop-down list to determine the account or contact lookup on the user.
Select the a value in the Target Object field to determine the account or contact lookup on the target object.For example, to grant access to all cases associated with an account identified on the user’s contact record, selectContact.Account and Account respectively.
- Choose an access level of Read Only or Read/Write. (If the object’s organization-wide sharing setting is Public Read Only, then only Read/Write is available.)
- Click Update, then click Save.
This is the best way to share recordsIf this answers you question, please mark it as "Best Answer" so it will help other community members too.
Use the following sharing set in your communities,
I think it will be helpful for you.
To see any custom objects in the "Sharing Sets" available objects ( Community Settings-> New Sharing Set-> Selected Objects), those custom objects Organization Wide Defaults should be "Private or "Public Read Only".
Its been mentioned differently in Implementation Guide and Help Text, refer screen shot below,
Thank You
Adiga,,,