Salesforce Community Sharing for the Vancouver, BC Admin User Group. Reviews different sharing options for Community Cloud and best Pratices

1. Community Sharing
Brought to you by The `Vancouver User Group

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. SHOUT OUT!
Communities and Sharing – They go hand and hand
Community Cloud
Sharing and Visibility
Kenton San Miguel – Newly Certified Architect with Sharing and Visibility

4. • License Type Matters
• Sharing Rules have limits
• OWD – Internal vs External
• Sharing Sets
• Account Relationships
• Channel Programs and Channel Members
• Apex Sharing
Overview

5. • Limited
• You can’t include high-volume community users in:
• Personal groups or public groups.
• Sharing rules.
• Account teams, opportunity teams, or case teams.
• Salesforce CRM Content libraries.
• You can define up to 300 total sharing rules for each object,
• If the Secure guest user record access setting is enabled, you can only use guest user sharing rules to share records with unauthenticated guest users.
• Licensing
• Limited in Number
• Limited Per Object
• You can define up to 300 total sharing rules for each object,
• Including up to 50 criteria-based or guest user sharing rules, if available for the object.
• In some use cases, you might need to give Read access to guest users to newly created records (such as ideas
created by guest users in a community). We recommend that you create a guest user sharing rule after enabling
the Secure guest user record access setting. You can also create a criteria-based sharing rule:
• Create a public group that includes only a community’s guest user (one guest user per public group).
• Create a criteria-based sharing rule on the object, and assign the rule to the public group previously created.
• Can be granted Read Only access to records through guest user sharing rules. Guest user sharing rules are a
special type of criteria-based sharing rule and count towards the limit of 50 criteria-based sharing rules per object.
Sharing Rules

6. • What are they
• Who can use them
• When do they apply
• How do you use them
• Demo!
Sharing Sets

7. • What are they
• Who can use them
• When do they apply
• How do you use them
• Demo!
Account Relationship Sharing

8. • What are they
• Who can use them
• When do they apply
• How do you use them
• Demo!
Channel Programs and Channel Members

9. • What are they
• Who can use them
• When do they apply
• How do you use them
• Demo!
Apex Sharing & Apex Sharing Reason

11. • Customer Community
• Customer Community Plus
• Partner Community
Let’s talk licenses

12. 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)