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Geoff Spozetta Sharing Setting s Vs Sharing Rules - Communities
Hi,
During my first implementation of Salesforce Communities, I ended up using a workaround to allow Customer Portal Users to view records in that I created a Sharing Rule on the custom object that said :
If Customer Organisation = X then can view Records owned by other Members of the ORganisation. This works imperfectly due to the way I've setup the links on the objects - The next round will be better I am sure.
Looking at Sharing Settings in the trailhead module, this seems to be better as my understanding is that you can just set it in Sharing Settings: Accounts Automatically share with anyone in your account
Can someone confirm ?
- G
During my first implementation of Salesforce Communities, I ended up using a workaround to allow Customer Portal Users to view records in that I created a Sharing Rule on the custom object that said :
If Customer Organisation = X then can view Records owned by other Members of the ORganisation. This works imperfectly due to the way I've setup the links on the objects - The next round will be better I am sure.
Looking at Sharing Settings in the trailhead module, this seems to be better as my understanding is that you can just set it in Sharing Settings: Accounts Automatically share with anyone in your account
Can someone confirm ?
- G