6. AGENDA
• Communities overview
• Community user licences
• What are the differences?
• Ways to share community data
• High-volume community users
• Share Groups
• Sharing Sets
• Super Users
• Q&A
8. COMMUNITY USER LICENCES
User Type Community Type Key Features
Customer Community Customer No roles, high volume, 10m
users, no manual/rule-
based sharing, can’t own
Accounts
Customer Community
Plus
Customer Have roles,
Partner Community Partner Have roles
Lightning External Apps Custom Usage-based licence
Lightning External Apps
Plus
Custom Custom
9. WHAT ARE THE DIFFERENCES?
User Type Roles Sharing Tasks Reports Dashboa
rds
Sales
Cloud
Add
Storage
User
Limit
Customer
Community
X X X X X x - 10m
Customer
Community
Plus
✓ ✓ ✓ ✓ ✓
(RO)
x 2MB 2m
Partner
Community
✓ ✓ ✓ ✓ ✓ ✓ 5MB 2m
Lightning
External Apps
X X ✓ ✓ x x 10MB 2m
Lightning
External Apps
Plus
✓ ✓ ✓ ✓ ✓ x 75MB 2m
10. WAYS TO SHARE COMMUNITY DATA
Sharing Type How? When?
Implicit ● Through record
ownership
● Through role
hierarchy
● As the owner
● As a user in a role
above the owner
(Partner / Community
Plus only)
Sharing Sets ● Add access mapping
to a sharing set for
certain objects
● Community user
needs to see more
data within their own
Account
11. WAYS TO SHARE COMMUNITY DATA
Sharing Type How? When?
Share Groups ● Activate a share
group
● Add both internal &
external users to the
group
● Share records owned
by high-volume
community users
Super User Access ● Enable super user
access via Partner
user’s Contact record
● Grant to Community
Plus users via
permission set
● You need to give users
access to additional
data
12. Are contacts
with access
enabled
Have Read
Only access
to the
Account they
belong to
Only share data
with users
belonging to
Sharing Groups
Have
Customer
Community
licences
Can access a
record’s PARENT
(when controlled
by parent &
object is PRO /
PRW))
Can’t be in a
public group
or object
team
Can’t be in
a sharing
rule
HAVE NO
ROLES
Can’t user
Salesforce
CRM
Content
Can’t be
in a
territoryHigh-Volume
Community Users...
13. Sharing Sets
• Give High-Volume community users access to other records related to
their Account
• For these objects:
• Account
• Asset
• Contact
• Case
• Custom object
• Person
• Service Contract
• User
• Work Order
16. Share Groups
• Enable you to share records OWNED BY HIGH VOLUME
COMMUNITY USERS (who don’t have roles)
• e.g. Cases
• Share these records with both INTERNAL and other
community users
• Share Groups apply across communities
21. Super Users
• Super User gives access to additional data
• Partner and Community Plus users ONLY
• Partner super user access is enabled here --->
• Applies to
• Cases
• Leads
• Opportunities
• Custom objects
22. Partner Super Users
PARTNER SUPER USERS
WITH ROLE
CAN ACCESS DATA OWNED BY OR SHARED WITH
Partner Executive
● All partner users and partner super users in the same role
● Manager and User roles below them in the hierarchy
Partner Manager
● All partner users and partner super users in the same role
● User roles below them in the hierarchy
Partner User
All partner users and partner super users in the same role (User
roles only)
Enabled individually on the user’s Contact record: “Enable Super User Access”
24. What Can Super Users Do?
• View, edit, and transfer all cases
• Create cases for contacts
• View and edit all contacts, whether communities-related or
not
• View account details when they’re the contact on a case
• Report on all contacts, whether portal enabled or not, if the
Reports tab is added to your community and the user has
the “Run Reports” permission
27. THANK YOU FOR COMING!
• Join our Trailblazer Community group – don’t forget to fill out your personal profile!
• Post your exam successes into the group
• If you tweet, use #LadiesBeArchitects
• Get Involved –
• Join our Slack workspace
• Run a study group or course for us
• Speak at a community event
• Blog / talk about us
• Get swag!
