5. Agenda
● Welcome / Introduction
○ Say Hello / Self Introduction / Icebreaking
● Implicit Sharing
○ Definition / Demo
■ Parent
■ Child
■ High Volume
■ Portal
● Wrap up
○ Session feedback
○ Take a Capture :)
6. Past meeting
● 4. 04 The impact COVID 19 has had on you
● 4. 11 Ask Salesforce Certification Anything!
● 4. 18 Fireside chat (Tip & Resource)
● 4. 25 Certification story contest
● 5. 02 Lightning Flow
● 5. 09 Ask an Expert Online
● 5. 27 Virtual Dreamin
● 6. 10 Dynamic Pages
7. Implicit Sharing
○ Definition / Demo
■ Parent
■ Child
■ High Volume (Record/Parent)
■ Portal
■ Portal Case*
*This is not an implicit sharing, but a similar behavior.
8. The sharing capabilities of the Lightning Platform include a wide variety of features
that administrators can use to explicitly grant access to data for individuals and
groups. In addition to these more familiar functions, there are a number of sharing behaviors
that are built into Salesforce applications. This kind of sharing is called implicit because it’s
not configured by administrators; it’s defined and maintained by the system to support
collaboration among members of sales teams, customer service representatives, and clients
or customers.
Next slides describes the different kinds of implicit sharing built into Salesforce applications
and the record access that each kind provides.
Definition - Implicit Sharing
9. Read-only access to the parent account for a user with access to a child record
• Not used when sharing on the child is controlled by its parent
• Expensive to maintain with many account children
• When a user loses access to a child, Salesforce needs to check all other children to see if it
can delete the implicit parent.
Definition - Parent
10. • Parent = private, Child != controlled by parent
• Can’t Read access to Read accessible Custom Object’s related Account
• Only affects Account to Contact, Opportunity, Case, Contract, Order
• Order can be public even Account is private but can’t Read access to related Account
• Public, View All does not apply to implicit sharing.
• Access that provides implicit sharing is when the sObjectShare record exists, such as
owner, manual sharing, APEX sharing, sharing rules, and team.
If the user has access to Read the records of those Objects, the user has Read access to the
related Account.
Parent - Explanation
11. • User Profile : Standard User
• OWD : Account, Contact, Opportunity, Contract, Case are private and Order is public
• Expected results
Read access to Burlington Textiles Corp of America because of has Read access to Jack Rogers by sharing
Read access to GenePoint because of own Order-00000100
Read access to sForce because of is Channel Manager of a opportunity
Order is public but no Read access to Express Logistics and Transport
Parent – Demo
12. Access to child records for the owner of the parent account
• Not used when sharing on the child is controlled by its parent
• Controlled by child access settings for the account owner’s role
• Supports account sharing rules that grant child record access
• Supports account team access based on team settings
• When a user loses access to the parent, Salesforce needs to remove all the implicit
children for that user.
Child - Definition
13. • Only affects Account to Contact, Opportunity, Case
• 1 Sharing Rule
• 2 Role
• 3 Account Team
The level of access to Child varies according to
the three settings.
Child - Explanation
1
2
3
14. • User Profile : Standard User
• Role : CFO, COO
• OWD : Account, Contact, Opportunity, Case are private
• Expected results
Read access to Dickenson plc’s Contact because Standard User’s Role(CFO)
Read access to University of Arizona’s Opportunity because of Sharing Rule (COO)
Read access United Oil & Gas Corp.’s Case because of Standard User is account manager(COO)
Child – Demo
15. Record
• Access to data owned by high volume users associated with a sharing set for
users member of the sharing set's access group
• All members of the sharing set access group gain access to every record owned by every
high volume user associated with that sharing set
Parent
• Read only access to the parent account of records shared through a sharing set’s
access group for users member of the group
• Maintains the ability to see the parent account when users are given access to account
children owned by high volume users
High Volume - Definition
16. Record
• Members of share group can access any records owned by high-volume
portal users in the associated sharing set.
• Note that members' access to the records is not restricted to the objects defined in the
sharing set.
• Removing the Profiles from share set does not remove the existing Implicit Sharing.
Parent
• Read access to parent account because has Read access to child record
High Volume - Explanation
17. • User Profile : Standard User
• OWD : Account, Case are private
• Expected results
Read access to High Volume Parent Case because is High Volume User owned the case
Read access to Pyramid Construction Inc. because is High Volume User’s Case related that Account
High Volume – Demo
18. Access to portal account and all associated contacts for all portal users under that
account
Shared to the lowest role under the portal account
Portal - Definition
19. • Portal User has Read access to those Account and all other Contacts on that
• Only Contacts which were enable for Partner Community
Implicit Sharing doesn’t add Read access to other Portal User’s Contact on same Account
Portal - Explanation
20. • User Profile : Mr. Tim Barr
• Role : Grand Hotels & Resorts Ltd Partner User
• OWD : Account, Contact are private
• Expected results
Read access to Grand Hotels & Resorts Ltd because the portal user for that account
Read access to John Bond because the portal user for Grand Hotels & Resorts Ltd
Portal – Demo
21. If a portal or customer community plus user is a contact on a case, then the user has
Read and Write access on the case.
Portal Case - Definition
22. • Portal User has Edit access to the Case to which they are relate
Portal Case - Explanation
23. • User Profile : Mr. Tim Barr
• Role : Grand Hotels & Resorts Ltd Partner User
• OWD : Case is private
• Expected results
Read access to Starting up generator consumes excessive power because Contact for the Case
Portal Case – Demo
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28. Trailblazer Community Conference
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