Sharing sets, share groups and partner roles
How customers, partners and guests reach records: sharing sets and share groups for high-volume users, account roles and super users for role-based users, sharing rules aimed at external roles, account relationship data sharing rules, and the guest user rules that are the only way to share with unauthenticated visitors.
Given a set of conditions, determine what sharing mechanism is appropriate to share records with External Users.
~8 min read · 13 practice questions ·
What the exam expects
- Tell high-volume users (no roles) from role-based external users and pick the mechanism each can use.
- Design sharing sets and share groups, including what a share group exposes and who it can't reach.
- Predict access through partner and customer account roles, owner changes and super user access.
- Target external roles in sharing rules, and share between peer accounts with account relationship data sharing rules.
- Give unauthenticated guests the only access they can have: Read Only through guest user sharing rules.
Key terms: high-volume user (external user without a role); sharing set (maps the user's account or contact to records); share group (opens high-volume users' records to others); account roles (1-3 roles per external account); super user (sees peers' records); account relationship data sharing rule (shares one account's records with another).
Key facts
- Detail
- External Apps, Customer Community, High Volume Customer Portal, Authenticated Website
- Detail
- One
- Detail
- Public Read/Write objects; custom objects without account or contact lookup
- Detail
- Not with guests; not for Customer Community Plus or Partner Community
- Detail
- 1-3, set in Digital Experiences Settings
- Detail
- Partner roles move to the new owner's position
- Detail
- Cases, leads, custom objects, opportunities
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- 50,000 by default, all sites
- Detail
- Can't be disabled once enabled; Read or Write
- Detail
- Read Only via guest user sharing rules only
Sources for this section (9)
- High-Volume Site Usershelp.salesforce.com (opens in a new tab)
- Create a Sharing Sethelp.salesforce.com (opens in a new tab)
- Share Groupshelp.salesforce.com (opens in a new tab)
- Roles Created for Accountshelp.salesforce.com (opens in a new tab)
- Partner User Roleshelp.salesforce.com (opens in a new tab)
- Super User Accesshelp.salesforce.com (opens in a new tab)
- Experience Cloud Licenseshelp.salesforce.com (opens in a new tab)
- Configure Data Sharing Ruleshelp.salesforce.com (opens in a new tab)
- Secure Guest Users’ Sharinghelp.salesforce.com (opens in a new tab)
- Why can't a Partner Community user be given access through a share group?
- When a partner account gets a new owner, what happens to its partner roles?
- Why does a sharing set on Case not show customers the case's account?
- What does Salesforce recommend instead of three partner roles per account?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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