Learn what Sharing Sets, Account Relationships, Channel Programs, and Apex Sharing are for community cloud, how to set them up, who can use them, why to use them and more in the December Seattle WIT Webinar!
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
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)