Please enable JavaScript.

Coggle requires JavaScript to display documents.

Sharing and visibility - Coggle Diagram

- - - - Lightning Sales
        
        Campaigns, Opportunities, Orders, Quotes, Cases, Leads
      - Lightning Service Cloud
        
        Cases, Entitlements, Opportunities, Leads
      - Lightning CRM
        
        Lightning Sales + Lightning Service
    - - Lightning Platform Plus
        
        Accounts, Contacts, 110 Custom objects, "Employee Cases"
      - Lightning Platform Starter
        
        Accounts, Contacts, 10 Custom objects, "Employee Cases"
    - - Partner Community
        
        Opportunities, Leads, Reports & Dashboards
        
        Sharing
        
        Sharing Rules
        
        Sharing Sets
      - Customer Community Plus
        
        Reports & Dashboards, No CRM objects
        
        Sharing
        
        Sharing Sets
        
        Sharing Rules
      - Customer Community
        
        No CRM objects
        
        Sharing
        
        Sharing Sets
      - Community Licenses relate a User to a Contact
  - - - Profile (R) and Permission Set (C,E) = User (C, R, E)
    - - Permission Set Groups
      - Muting Permission Sets
        
        Profile (C, R) and Permission Set (-C) = User (R)
        
        i.e. Override
- - - - Only the owner has read and edit access to the record
    - - All users can read the record, only the owner has edit access to the record
    - - All users can read and edit the record
  - - - If X is the owner, then record is automatically shared with Y
    - - If a field on the record = X, then record is automatically shared with Y
  - - - Read/Write on Account
      - Read/Write access on Opportunity
      - Read/Write access on Cases
    - - Read/Write on Opportunity
      - Read access to Account
    - - Read/Write access on Cases
      - Read access to Account
  - - - e.g. AccountShare (standard object)
      - School__Share (custom object)