Category: Community

Things to remember before giving community access to guest users

When we build the Salesforce Communities, sometimes based on the customer requirements, we need to provide guest access to the communities. Guest access in basically the unauthorized access to the community. As you can easily understand, any unauthorized access is always a very dangerous things to implement. So we need to make sure our security configuration is strong enough that no internal data is getting exposed to the outside world i.e. unauthorized users. And if situation demands, only the required information(as minimum as possible) will be exposed.I am going to write down what are the details we should keep in mind while configuring guest access to the communities. To start, let’s revisit some basic stuffs first.For each communities we build in Salesforce, there will be a guest profile created for us automatically. It doesn’t matter, whether we allow guest access or not, the guest profile will be created for us always.All guest users i.e. unauthorized users will use this profile to access the community. If we create 5 communities, then there will be 5 guest profiles created. Name of the profile will be Profile. Starting Spring’20 Salesforce release, the settings “Secure guest user record access” will be enabled by default. Salesforce recommends using this settings to provide user record access to the guest users through communities. But there are few important things we should keep in mind -OWD will be...

Read More

Sharing Options and User Licenses in Salesforce Communities

While implementing Salesforce Community, identifying the record access requirements is an important steps which we all should do before procuring user licenses or setting up the communities. The reasons why I am telling this are -Sharing options in Communities depends on the type of Community User License (Customer or Partner)Even with the most open user license (Partner), there are few “gotchas” when it comes to sharing in a Community.You need to adjust internal sharing settings to make sure you are not giving unwanted record access to your community users.License TypesSalesforce has a great chart here which compares features between Customer and Partner user license. But I prefer the below picture while deciding the license types.In short, Customer licenses are designed for high-volume applications with any complex sharing requirements. Customer licenses are not having any roles. That is why sharing rules, Apex sharing and manual sharing are not available for Customer licenses.On the other hand, Partner licenses are having access to more object types. For example, if you want community users should have access to Leads, Opportunities, Campaigns, upload contents then you need Partner license. Partner licenses are having roles so sharing options are available.In addition to the above two licenses, Salesforce has Customer Plus license which is kind of middle between Customer and Partner license. So if your requirement is that you want your customers to have full access...

Read More
Loading

Earlier Posts

  • 2024 (27)
  • 2023 (47)
  • 2022 (25)
  • 2021 (35)
  • 2020 (41)
  • 2019 (13)
  • 2018 (16)
  • 2017 (14)
  • 2016 (18)
  • 2015 (74)
  • 2014 (20)