Grant portal or community users access to records that are associated with their accounts or contacts using sharing sets, based on their user profiles.
Available in: Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Previously, a sharing set granted access to any record that has a lookup field to an account or contact that matches the user’s account or contact. With Spring ’14, you can also determine how access is granted using an access mapping in the sharing set, which supports indirect lookups from the user and target record to the account or contact. You can determine the objects to use in the access mapping, and they must both either point to an account or contact.
For example, you might want to use a sharing set if you would like to:
Grant users access to all cases related to their account or contact record.
Grant users access to all cases related to a parent account or contact that is identified on the user’s account or contact record.
You can use sharing sets to grant access to accounts, contacts, cases, service contracts, users, and custom objects. Sharing sets can be used with these user profiles:
Customer Community User
Customer Community Login User
High Volume Customer Portal
High Volume Portal
Overage Authenticated Website User
Overage High Volume Customer Portal User
The following example shows an access mapping on a sharing set, which grants portal or community users access to all cases associated with the entitlements on their account, even if they are not directly associated with the case.
Account lookup on portal or community user
Related account on entitlement
Entitlement lookup on case
Portal or community users gain access to all order entitlements and order items under an account to which they have access. To share records owned by high-volume portal users, use a share group instead.