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Hi,

Are you able to extend the Restriction Rules to include Notes and Files? We have a need to limit visibility to both of these in addition to Events.

Thanks,

Lori

2 commenti
  1. 5 mag 2021, 23:28

    If your question is related to experience cloud (aka communities):

    File access on records for community users is based on the "Visibility" setting for each file.

    For each record a file is shared with, the share can have a visibility of InternalUsers (so community/guest users can't access it) or AllUsers (so they can).

    Here is a post regarding how to change the default (once communities are enabled, newly uploaded files default to InternalUsers, but for some records, an org might want them to be public):

    files not visible to community users when sharing set to "set by record" - Ideas - Salesforce Trailblazer Community (

    https://trailblazer.salesforce.com/ideaView?id=0873A000000E7mrQAC

    )

    The same logic can be used to make it private.

    There is also a UI option in lightning to change this. Go to a file > share settings > who can access > there is a toggle for "customer access"

    Here is an overview of file visibility:

    File Visibility and Sharing in Experience Cloud Sites (

    salesforce.com

    )

    (

    https://help.salesforce.com/articleView?id=sf.networks_files_visibility_and_sharing.htm&type=5)
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