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DBarks Set up a communities user and a sharing set Challenge
I am completely lost and confused on this challenge and I dont know how to fix it. Every time I try to add Edna Frank as an external user it says "An account owner must be associated with a role to enable portal users or transfer portal users to his or her account." Anyone know what I'm doing wrong?
In this challenge, you set up the external sharing model, create a sharing set, and create a customer community user. First, set up the external sharing model with Case set to private. Then, enable Customer Portal settings, and create a sharing set titled Share cases with customers for the Customer Community User Profile. In this sharing set, grant customer community users read and write access to the case object for all cases associated with their account.
Ensure that your DE org user has a role assigned.
Create a customer community user from Edna Frank's contact record. (Your DE org should already have a contact record for Edna Frank. If it doesn't, create a new contact with first name Edna and last name Frank.)
Ensure that the account associated with Edna Frank has cases associated with it.
Ensure that sharing set mapping is set to User:Account = Case:Account.
In this challenge, you set up the external sharing model, create a sharing set, and create a customer community user. First, set up the external sharing model with Case set to private. Then, enable Customer Portal settings, and create a sharing set titled Share cases with customers for the Customer Community User Profile. In this sharing set, grant customer community users read and write access to the case object for all cases associated with their account.
Ensure that your DE org user has a role assigned.
Create a customer community user from Edna Frank's contact record. (Your DE org should already have a contact record for Edna Frank. If it doesn't, create a new contact with first name Edna and last name Frank.)
Ensure that the account associated with Edna Frank has cases associated with it.
Ensure that sharing set mapping is set to User:Account = Case:Account.
All Answers
- Go to setup from home page
- Under Administer, click Manage Users and then Users
- look through list for your name and click 'edit' beside it
- On the far right, assign yourself a role
Hope it helpsHere is the error message.
hi i am getting the following error.
Below steps i have completed are
1)Sharing Settings-Enable External Sharing Model-Organization-Wide Defaults area-Cases(Private)
2)selected Customer Portal Settings-Enable Customer Portal
3)Customer Portal Settings-New Sharing Sets-
Label-Share cases with customers
Sharing Set Name-Share_cases_with_customers
Select Profiles-customer community user
Select Objects-User-Case
4)Configure Access-User:Account
Target Case-Account
Access Level-Read/Write
5)Contact-New-Name:Edna Frank,Account Name:Smith Enterprises
6)Edna Frank detail page-Manage external User-Enable-User created-
User LicenseCustomer Community
ProfileCustomer Community User
7)users-manage Users-My user name-role-CEO
hi,Swatl
I am also stuck with the same problem.
duplicate record was not there.
How did you solve this problem ?
Did your DE have two "Edna Frank" record ?
help me
Make sure You have done the following steps...
1)Sharing Settings-Enable External Sharing Model-Organization-Wide Defaults area-Cases(Private)
2)selected Customer Portal Settings-Enable Customer Portal
3)Customer Portal Settings-New Sharing Sets-
Label-Share cases with customers
Sharing Set Name-Share_cases_with_customers
Select Profiles-customer community user
Select Objects-User-Case
4)Configure Access-User:Account
Target Case-Account
Access Level-Read/Write
5)Contact-New-Name:Edna Frank,Account Name:Smith Enterprises
6)Edna Frank detail page-Manage external User-Enable-User created-
User LicenseCustomer Community
ProfileCustomer Community User
7)users-manage Users-My user name-role-CEO
After the error go to global search
Enter "Edna Frank" in the search box.
retain Ms Edna Frank and delete the record u have created in contact.also..from detail page of Ms Edna Frank do the following steps.
Manage external User-Enable-User created-
User LicenseCustomer Community
ProfileCustomer Community User
I hope this helps..
thank you for your answer!!
my problem was solved.
How do I find step 2?
2)selected Customer Portal Settings-Enable Customer Portal
I looked in the search box under setup but dont see it there?
I am stuck..Can anybody help me ??
i desactivated all the triggers...but in vain
In the profile of Edna Frank does not appear the View Customer User option, how can I enable it?
Can I help me?
Tks.
follow the steps bellow :
1- Click on Setup | Contacts | Page Layouts
2- Click on Edit Contact Layout
3- Once found the 'View Customer User' drag it to the button section on page layout
Thank You!
I'm having the same problem as Avinash on Step 2, where I try to search for "Customer Portal Settings" in the Quick Find box but nothing is coming up. I've already assigned myself a role within users. Any ideas?
Thanks,
Erin
Hello Everyone,
I have the following error:
The Sharing Set is not setup with proper Case access. Please check the requirements.
I have managed to enable the contact as community user account, enabled the community itself in Setup, prepared it, but the problem is with the Sharing Set. When I am trying to set it, and select Case and hit save I have the message That I do not have access to this object. Even though, it lets me save it, but still the Access Granted section is empty.
I am also not sure how to make
"Ensure that sharing set mapping is set to User:Account = Case:Account." This step.
Could someone help ?
Thank you in advance
This is what I did,
and i followed this steps, and yet the View Customer User button is still not visible :s
can someone please explain what is wrong and how i could solve this issue??
5)Contact-New-Name:Edna Frank,Account Name:Smith Enterprises
6)Edna Frank detail page-Manage external User-Enable-User created-
User LicenseCustomer Community
ProfileCustomer Community User
7)users-manage Users-My user name-role-CEO
Followed by this announcement:
I hope I'm not repeating a question that's already been asked - I can't see the same issue in this discussion.
I am on the same module, but just following along with the instructions, prior to doing the actual challenge. I'm trying to set up the sharing sets, and get stuck at step 7, where I just get a blank dialog box when I click on the 'setup' link in the Configure Access area:
Screenshot1:
Screenshot two:
Is it something that I've done wrong? I've gone over the previous steps, but can't see what the issue might be.
Thanks!
Customer Community User profile doesn't show up in Sharing Set Profiles...
Do you know where does that come from?
I have done the following
1)Sharing Settings-Enable External Sharing Model-Organization-Wide Defaults area-Cases(Private)
2)selected Customer Portal Settings-Enable Customer Portal
3)Customer Portal Settings-New Sharing Sets-
Label-Share cases with customers
Sharing Set Name-Share_cases_with_customers
But then I'm supposed to click Customer Community User in the Sharing Set Profiles, but it doesn't appear... I can only select Login User or Portal User but this doesn't seem to work either.
Many Thanks
To complete the challenge, switched to classic as suggested above.
You can try the steps below:
1) From setup, type sharing settings in the Quick Find box, click on Sharing Settings-Enable External Sharing Model-Organization-Wide Defaults, for the Cases dropdown, select Private
2) From the Quick Find box, type Communities, Click on Communities Settings, Enable Communities, Enter a unique name in the box (e.g. your first name) and click check availability, then click Save.
3) On the Quick Find box, enter Customer Portal Settings, select Customer Portal Settings - Enable Customer Portal
4)Communities Settings - Sharing Sets- New
For the Label- Share cases with customers
For the Name- Share_cases_with_customers
Select Profiles-Customer Community User
Select Objects-User-Case
5)Click Set Up -Configure Access-User:Account
Target Case - Account
Access Level- Read/Write
6)If you use Trailhead Playground, you don't need to create a new contact because Frank, Edna is a contact with Account name Genepoint
7)Go to Edna Frank detail page- click on Manage external User button - Enable Customer User -
For User License, select Customer Community
Profile: Customer Community User
Email: your email address
Click Save.
If there is no error, check the challenge.
8) If there is an error message about the Portal user not having a role-
from setup, enter users-click on Users - assign yourself a user name-role-CEO, CFO, COO etc
Click Save
1. I have created the sharing set and mapped it based off directions
2. Add Customer Community user to Edna, however when i try to change her user license from Customer Community Plus to Customer
The error message reads: Error: Invalid Data.
Review all error messages below to correct your data.
cannot upgrade from or downgrade to LPU