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Matty B Customer Community - Parent and Child Accounts and Case Visibility
All,
We have contacts that are Customer Community Users at Parent Accounts. These parent accounts have child accounts (using the standard Parent Account field we lookup to the Parent Account from the Child Account).
What is the best way to expose the cases for the community users that are at the Parent Account so that they see the cases created by users in the Child Accounts? There are lots of discussions on this for the old Customer Portal... but thing's have changed for the Community.
We have contacts that are Customer Community Users at Parent Accounts. These parent accounts have child accounts (using the standard Parent Account field we lookup to the Parent Account from the Child Account).
What is the best way to expose the cases for the community users that are at the Parent Account so that they see the cases created by users in the Child Accounts? There are lots of discussions on this for the old Customer Portal... but thing's have changed for the Community.
Hi,
You can use sharing setting of salesforce to share cases.
Thanks