Our OWD settings are private and I have sucessfully shared Leads, Cases and Opportunities with the portal users using public groups and Partner record types.
I have added a 'Partner Account' tickbox to the account page and set up a sharing rule to say if this box is ticked, then share the account with the Partner public group.
The problem is, when I log in as the partner, I can only see the account from the opportunity. If I search for an account without a partner opportunity attached, but with the Partner Account box ticked, it doesn't appear. The message I get is 'we checked Leads, Opportunities, Campaigns and Files' and didn't find any matches. It didn't search accounts, and I don't know why.
3 risposte
The Accounts object wasn't in the Global search box, which is why it wasn't searching. :)
These are the steps in case it helps anyone:
1. Go to the community builder
2. In the 'Home' dropdown, go to Search
3. Add the needed object to both the Global Search results component and the Global Search Box component
4. Publish the changes
