Community Cloud Sharing - Salesforce Security
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The document provides an overview of community sharing for Salesforce, focusing on the differences in license types and various sharing mechanisms such as sharing rules, sharing sets, and account relationships. It covers who can use these sharing methods, when they apply, and includes demonstrations. Additionally, it discusses considerations for selecting the appropriate licenses and sharing strategies based on specific parameters.
Community Cloud Sharing - Salesforce Security
- 1. Community Sharing Brought to you by Seattle Women in Tech
- 2. Meighan Brodkey Practice Manager – Architecture Salesforce MVP Seattle Women in Tech User Group Leader Community Cloud Specialist 12 years in the ecosystem Technical Architect Over 400 Trailhead badges Speaker Overview
- 3. • License Type Matters • Sharing Rules have limits • OWD – Internal vs External • Sharing Sets • Account Relationships • Channel Programs and Channel Members • Apex Sharing Overview
- 5. • What are they • Who can use them • When do they apply • How do you use them • Demo! Sharing Sets
- 6. • What are they • Who can use them • When do they apply • How do you use them • Demo! Account Relationship Sharing
- 7. • What are they • Who can use them • When do they apply • How do you use them • Demo! Channel Programs and Channel Members
- 8. • What are they • Who can use them • When do they apply • How do you use them • Demo! Apex Sharing & Apex Sharing Reason
- 10. • Customer Community • Customer Community Plus • Partner Community Let’s talk licenses
- 11. How to Decide what to use • Can you go Public? If so OWD & Profile/Perm Set Level • Is there a lookup on the record? • Is it Yes or no based on that lookup? • If so sharing set • Is the license Customer Community • If so sharing set • If parameters apply with the lookup • Account Relationship (Only for CC+ and Partner) • Is the sharing complex? • Apex Sharing (Partner and CC+ only)