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Sharing, Visibility, and Licensing, SHARING - Coggle Diagram
Sharing, Visibility, and Licensing
SITE USER VISIBILITY
Can be enabled in sharing settings in setup. External users then can see each other
User sharing
user sharing determines wheter the members of an experience cloud site are able to see each other
Guest user visibility
Guest users can be allowed see other members of the site by enabling a setting
Portal User Visibility
this can be enabled to allow portal users in the same customer or partner account to see each other
SHARING
LICENSES
LEAD, CAMPAIGN, OPPORTUNITY, QUOTES ACCESS
PARTNER COMMUNICATY
CHANNEL ACCOUNT
NO ACCESS
CUSTOMER COMMUNITY PLUS
NO ACCESS
EXTERNAL APPS
CONSIDERATIONS
SHARING SETS + SHARING RULES
PARTNER COMMUNITY
CHANNEL ACCOUNT
CUSTOMER COMMUNITY PLUS
SHARING RULES ONLY
LIGHTNING PLATFORM STARTER
LIGHTNING PLATFORM PLUS
SHARING SETS ONLY
CUSTOMER COMMUNITY PLUS
EXTERNAL APPS
NO ROLE BASED SHARING
CUSTOMER COMMUNITY
EXTERNAL APPS
CAPABILITIES AND TYPES
PARTNER COMMUNITY AND CHANNEL ACCOUNT
CCP + Leads, Opportunities, Quotes, Campaigns, Territory Management, Market Development Fund
Customer Community (CC)
EA + Cases, Entitlements, Return Orders, Service Appointment, Work Order, Work Order Line Item, Events and Calendar, Notes, Salesforce CMS, Workflow Approvals
Customer Community Plus (CCP)
CC + Reports & Dashboards, Delegated Administration, Content Libraries, Send Email
External Apps (EA)
Accounts, Contacts, Contracts, Orders, Price Books, Products, Assets, Documents, Tasks, Account Contact Relationships, List Views, Ideas, Chatter, Files, Knowledge, Custom Objects, External Objects, Salesforce App
CASE ACCESS
NO ACCESS
EXTERNAL APPS
User sharing - determines whether all users in site are visible to each other
default settings - external user can see other external users under the same account and users in common sites
guest users - unauthenticated guest users can be allowed to see and interact with the authenticated users of the site b y enabling ' LET GUEST USERS SEE OTHER MEMBERS OF THIS SITE" in the PREFERENCES section of ADMINISTRATION
ORG WIDE DEFAULT - can be changed to make sites more restrictive or open
SITE USER VISIBLITY - if deselected on the Sharing settings, external users cannot see each other
external users - user sharing for ext users is turned off by default
RECORD SHARING
CUSTOMER SERVICE TEMPLATE
USER PERMISSIONS
LIST VIEWS
SITE USER VISIBILITY
SITE USER VISIBILITY CHECKED IN SHARING SETTINGS
SEE OTHER MEMBERS OF THIS SITE UNDER WORKSPACES>ADMINISTRATION>PREFERENCES