Sharing, Visibility, and Licensing17% of the exam
User visibility settings for members and guests
Which users site members and guests can see: the User external default as the master switch, Portal User Visibility for same-account users, Site User Visibility with See other members of this site, the per-site guest setting, and per-field contact information visibility.
Given a scenario, set the correct user visibility in an Experience.
~8 min read · 7 practice questions ·
What the exam expects
- Diagnose why site visibility settings have no effect by checking the external org-wide default for the User object.
- Choose between Portal User Visibility, Site User Visibility with See other members of this site, or both, given who must see whom (same account, same site, or both).
- Turn user visibility on for one site but not another, and give guests visibility to members on a public forum without broad permissions.
- Set per-field contact information visibility (Employees, External, Public) so members and guests see only the fields they should.
- Predict the exceptions: shared users, View All Users, searches and API calls.
Key terms:
- External OWD for User: external users' default access to User records.
- Portal User Visibility: org setting showing users of the same account.
- Site User Visibility: org setting enabling the per-site See other members of this site.
- Guest user visibility: per-site Let guest users see other members of this site.
- Contact information visibility: per-field Employees, External or Public.
Key facts
Site visibility needs User Private
- Detail
- At Public Read Only all users see one another regardless of site settings
Guests and external OWDs
- Detail
- Guests aren't external users; their defaults are Private and can't change
Where per-site settings live
- Detail
- Workspaces, Administration, Preferences; Create and Set Up Experiences plus membership
Portal User Visibility
- Detail
- Same-account users see each other; partners also see their account owner
Site only, Aura and LWR
- Detail
- Members see same-site members but not their own account's users
Shared users
- Detail
- Manual sharing or sharing rules show them regardless of settings, if site members
View All Users
- Detail
- Site users with it see all users in the org; never use it for guests
Guest visibility
- Detail
- Let guest users see other members of this site, per site
Contact field defaults
- Detail
- Names Public; Title and photo External; phones, email, address Employees
Sources for this section (5)
- User sharinghelp.salesforce.com (opens in a new tab)
- External OWD overviewhelp.salesforce.com (opens in a new tab)
- Control user visibilityhelp.salesforce.com (opens in a new tab)
- Guest visibility best practiceshelp.salesforce.com (opens in a new tab)
- Contact information visibilityhelp.salesforce.com (opens in a new tab)
- Why can customers still see every user after an admin clears See other members of this site?
- When does a member of an Aura or LWR site see other site members but not their own account's users?
- Which setting makes site members visible to unauthenticated visitors, and where is it set?
- Why would a user choose Public instead of External for a profile field?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Experience Cloud Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 37 lessons of the Experience Cloud Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (7 questions for this lesson)
- An official source cited for every claim
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