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Manage Users and Data Access
View Shared Account Records in Your Experience Cloud Site

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View Shared Account Records in Your Experience Cloud Site

Once an account relationship data sharing rule is in effect, the shared information filters into the object list view of the account gaining access (Account From).

Required Editions

Partner Community or Customer Community Plus licenses are required to access Account Relationships and Account Relationship Data Sharing Rules.

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions

To display this information on your partner site:

  • Go to Experience Builder click Navigation Menu | Edit Default Navigation. Click Add Menu Item and enter the name of the object you are sharing, Object Type, and enter the list view you created as the default list view.
  1. Create a list view for the shared object with the appropriate filters and give it a recognizable name, such as All Open Leads.
  2. Go to Experience Builder click Navigation Menu | Edit Default Navigation. Click Add Menu Item.
  3. Enter the name of the object you are sharing, Object Type, and enter the list view you created as the default list view.
Example
Example Before a partner account relationship was created, Cloud Kicks didn’t have access to Northern Trail Outfitters leads.
All Open Leads list view before account relationship data sharing rule is in affect

Once the rule is applied, the leads that Northern Trail Outfitters shares with Cloud Kicks appear under Cloud Kicks All Leads list view.

Leads after account relationship sharing rule is applied
 
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