What is sharing set?
A sharing set grants site users access to any record associated with an account or contact that matches the user’s account or contact. For example, grant site users access to all cases related to an account that’s identified on the users’ contact records. Sharing sets apply across all site that a user is a member of.
How do I access help and training in Salesforce?
In Salesforce Classic: Click the “Help & Training” link that’s available in the top right hand corner or header. Note: If users are setup to Enable the Global Header for Communities the “Help & Training” link is found in the Your Name menu’s drop down.
Do You Loose visibility of cases for community end users?
The end user is able to create their cases just fine however when one of the agents takes ownership of the case, the end user looses visibility of it. Does anyone have experience with communities and cases visbility? Thnxs in advance!!! You want to create a sharing set. (taken you’re using customer community)
Do you need a sharing set for community end users?
You’ll need a sharing set on Cases in the community settings to enable the community user to view a case associated with his/her contact record. EDIT: more information about configuring Sharing Sets here: https://help.salesforce.com/apex/HTViewHelpDoc?id=customer_portal_setting_light_users.htm&language=en
Can You login as a community user without permission?
I also love the ability to “Login as” a Community user without requiring their permission. The limitation I’ve come across is that there are users within my organization who need to “login as” a community user in order to provide that person with support, or to get a feel for what that person is seeing.
Can a community user be a manage user?
The limitation I’ve come across is that there are users within my organization who need to “login as” a community user in order to provide that person with support, or to get a feel for what that person is seeing. They are not administrators and I am very nervous about giving them the “manage users” permission.