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Topics#SecurityJefferson Escobar's Question
Jefferson Escobar (Self-Employed) asked in #Security
Oct 10, 2018, 6:01 AM

What is the best approach to show Account information in a Communiy ?

Hi all,

We are trying to show information through a community which contains data from Account object. As you may know there is profile for a guest user who can access to Salesforce externally and allow external customers navigating to our community, the thing we want to extend the access for query some accounts (Stores in our cases) but  I am concerned about the security by allowing access to the account object (even read-only) for people with public access to the site. We are thinking to create a specific object to replicate the information which is only needed from Account and then enable public access Read-Only to that one.

What would you consider the best approach to full-fill this requirement ? Have you ever struggled with such as implementation ?

Thanks in advance for any hint you can share.

Jeff

 
4 answers
  1. Jefferson Escobar (Self-Employed)
    Nov 2, 2018, 9:02 AM
    Hi Community,

    I found out the best approach provided by Salesforce. So, in order to expose account data, ensure you don't have any sensitve information to show in the community, specially if you are using a global search SOSL. Also, make sure the guest user profile from the community has the minimium access to accounts, once followed these consideretions, proceed with the following approach:

    • Creation of a new Public Group
    • Creation of Sharing rule which shares the Accounts you want to enable with the new Public Group
    • Add Guest User used in the community to the Public Group
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