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Hello,

 

Our OWD setting for partner is Private.

 

We want to create a lookup field, so when partner creating case they should be able to choose accounts for which (end customer) they are creating case for.

 

We don't want them to see all the account just the accounts which is there end customer.

 

How can we build relationship and show the list of related account.

 

How can we implement this, any idea or suggestion is appreciated.

 

Thanks.
5 Antworten
  1. 15. Juni 2018, 03:44
    Go to Setup>Communities Settings, at the bottom you'll see sharing sets, click New

     

    Go to Setup>Communities Settings, at the bottom you'll see sharing sets, click New Configure your sharing set and you should be good to go, once you select an object and save, you can then setup acces

     

    Configure your sharing set and you should be good to go, once you select an object and save, you can then setup access based on any lookup value. 

     

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