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The Winter ’21 release has some exciting new features for Experience Cloud. One of those new features is External Managed Accounts that allows your customers or partners (portal users) the ability to switch to other external accounts and manage users. Having portal users manage their own accounts is good but sometimes they need to manage users on a completely separate account, now they can! Read More
@Kim Roberts So the EffectiveAccountId field is not a DB field, so its value is good for the session, but not saved anywhere on the backend to be able to base sharing off of it.
The assumption here is that any account that shows up for the user to be able to switch to, they already should have access to, otherwise it won't show up in the list of accounts in the switcher.
By that logic, one should be able to setup sharing of cases for any account that the user has access to (or by other sharing mechanisms), so the only consideration that remains is how to have a list of cases filtered by that effectiveAccountId, which can be done with a custom component.
