How to share cases with customers in de Org?

How to share cases with customers in de Org?

Then, enable Customer Portal settings, and create a sharing set titled Share cases with customers for the Customer Community User Profile. In this sharing set, grant customer community users read and write access to the case object for all cases associated with their account. Ensure that your DE org user has a role assigned.

How to create a customer community user in de Org?

In this sharing set, grant customer community users read and write access to the case object for all cases associated with their account. Ensure that your DE org user has a role assigned. Create a customer community user from Edna Frank’s contact record.

Can you share a community license with internal users?

They are a way to share with Community License types and Community users. Keep in mind, this type of security and sharing is only available for your community users, it is not available to share with internal users. Once upon a time there needed to be a way to share with your Customer Community (CC) users.

How are sharing sets used in the community?

Sharing Sets are an amazing superpower that comes with your Communities. They are a way to share with Community License types and Community users. Keep in mind, this type of security and sharing is only available for your community users, it is not available to share with internal users.

How to share case data with your partners?

To share case data, Maria creates a sharing set with access mapping on the case object. The access mapping grants read access to case records where the user account matches the case account. As a result, users within the same account can see each other’s cases. Let’s follow along as Maria makes this magic happen.

How to share case records with Ursa Major?

But Ursa Major wants to give customer users belonging to the same account access to all cases in the account. To share case data, Maria creates a sharing set with access mapping on the case object. The access mapping grants read access to case records where the user account matches the case account.

How to create a customer community user from a contact record?

Create a customer community user from Edna Frank’s contact record. (Your DE org should already have a contact record for Edna Frank. If it doesn’t, create a new contact with first name Edna and last name Frank.) Ensure that the account associated with Edna Frank has cases associated with it.

What are sharing rules for customer community plus user?

With a Partner Community user you have a Super User mode which allows this. With a Customer Community user you have Sharing Sets. With the Customer Community Plus user license you have neither to enable this simple use case sharing.

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

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)