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We have users belonging to 2 types of cummunity licenses.

 

1). Customer Community Plus

 

2). Customer Community Login (High Volumn Portal Users).

 

Each user with profile(1) is associated with an individual account with record type "Business Account" and users with profile(2) is associated with an individual account with record type "Client Account".

 

We have created account sharing rule as follows:

 

Criteria: Account: Account Record Type EQUALS Client Account

 

Shared With: All Customer Portal Users

 

Account and Contract: Read/Write

 

Opportunity: Private

 

Case: Read/Write

 

If you see the above, users with profile(1), shoud have RW access to cases belonging to users with profile(2). But, it doesn't work.

 

We are able to see AccountShare record created for the client account, but there is NO case share record, if the case is created in the community by the user with profile (2). if i create a case under the contact (belonging to user with profile (2)) through the salesforce org, i could see the case share record getting created.

 

Thanks,

 

John Wesly
4 answers
  1. Oct 22, 2021, 9:03 PM

    Is there a Group which only contains Customer Community Login (high-volume portal users)?

    I would like to use this to share Specific List views that I have created for the Community. Currently I have the Sharing Settings on these Views set to "All users..." which means the Internal users can see them.   There is nothing sensitive it just clogs up the views.  

     

    #Community Portal #Public Group

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