#Sharing Setting토론 중인 항목 2개

Hi Trailblazers,

I'm facing an issue with Experience Cloud

and would appreciate your help. 

Scenario

Portal users create Tasks directly from the Experience Cloud portal. They do not have access to the Salesforce org.

They can access an Account record, but they can only see the Tasks they created themselves. They cannot see Tasks created by other users (internal users or other portal users), even though those Tasks are related to the same Account.

Current Setup

• Activity OWD = Controlled by Parent
• Portal users have access to the Account record.
• Tasks are related to the Account (WhatId = Account).
• Portal users have the required object and field permissions.

Issue

• If a portal user creates a Task for an Account from the Experience Cloud portal, they can see that Task in the portal.
• If another user creates a Task for the same Account, the portal user cannot see it in the Activities related list. They only see the Tasks they created.

Is this the expected behavior with Activity OWD = Controlled by Parent

, or is there any additional sharing or configuration required to allow portal users to see all Tasks related to the Account? 

Any guidance would be greatly appreciated.  

Thank you! 

Check out my latest article: Managing Multiple Price Books Access in the Same Deal through Sharing in #Salesforce

https://www.linkedin.com/pulse/managing-multiple-price-books-access-same-deal-through-paul-liu

#Salesforce CPQ & Billing #Price Books #Multiple Price Book #Sharing Setting #Easy Pricing

Introducing BRAND 🔥  *NEW* 🔥  Getting Started with Security and Access

 (Feel Free to Download)

************************************************************************************************

Salesforce provides a flexible, layered data sharing design that allows you to expose different data sets to different sets of users, so users can do their job without seeing data they don't need to see. Use permission sets and profiles to specify the objects and fields users can access. Use organization-wide sharing settings, user roles, sharing rules to specify the individual records that users can view and edit.

***Be sure to Check Page 2 for our complete content catalogue. Join *Answers Connect* Group, Download the File👇 and keep blazing new trails!

Resource Included:

1. The Organization (Login Access, IP Restrictions) (Video)

2. Restrict Where and When User can Log In to Salesforce (Article)

3. Set Trusted IP Ranges for your Organization (Article)

4. Object Permissions (Article | Video)

• ”View All” and “Modify All” Permissions Overview (Article)
• Comparing Security Models (Article)
• Field Permission (Article)

5. Profiles (Article)

• Standard Profiles (Article)
• Manage Profile Lists (Article)
• Clone Profiles (Article)
• Work in the Enhanced Profile User Interface Page (Article)
• Work with Assigned Apps in the Enhanced Profile User Interface (Article)
• Assign Record Type and Page Layouts in the Enhanced Profile User Interface (Article)
• Edit Object Permissions in Profiles (Article)

6. Permission Sets (Article)

• Create Permission Sets (Article)
• Assign Permission Sets to a Single User (Article)
• Standard Permission Sets (Article)
• Use Permission Set Lists (Article)

7. Sharing Settings (Article)

• Organization-Wide Defaults (Article)
• Sharing Rules (Article)
• Control Access Using Hierarchies (Article)

8. Field Level Security (Article)

• Set Field Permission in Permission Sets and Profiles (Article)
• Set Field-Level Security for a Single Field on All Profiles (Article)

Trailhead, and more…