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External Site Users Prompted to Log In to View or Download Documents

게시 일자: Oct 13, 2022
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In sites built with Lightning templates, when documents (PDF, Microsoft docs, ppt, xls, etc.) are shared with external site users as public then these users will be redirected to a login window to view or download a document.

When documents are shared externally via an Experience Cloud site, users may be directed to login in order to view or download the document. During the login process, they may notice that their site user credentials are not accepted and that they have been redirected to login.salesforce.com (which is intended for internal users only).

This behavior occurs when the file has been uploaded into the Documents section of your org and has been manually shared by inserting the document URL in an HTML Editor Lightning component or through a Rich Text Field in an article. 

When you upload an image into Documents, you are prompted to make the image available to the public. Other file types such as PDF, Microsoft docs, ppt, xls, etc. do not offer the ability to make them public and cannot be accessed by external users. 
 
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The solution is to upload the PDF, Microsoft docs, ppt, xls, etc. into the Files object.

Once the file has been uploaded you can use the external URL: Share via Link (File sharing setting | Share via Link) to use the URL in the HTML Editor component and articles which will be available for external users.

Note: Sites based on Salesforce Tabs + Visualforce template behave differently when compared to Experience Cloud sites built with the Customer Service or other Lightning-based templates.

For Salesforce Tabs + Visualforce template, site end users can access documents if their profile has read access to the Documents object. In addition, for unauthenticated end users to access documents, the admin would need to grant Documents read access to public profile.
 
 
  1. Go to:

In Salesforce Classic: Setup | Customize | Digital Experiences | All Sites 

In Lightning Experience: Gear icon | Setup | Digital Experiences | All Sites

 
  1. For VF community, click on the Workspaces or Manage link.
  2. Click on Administration tile.
  3. Click on Pages.
  4. Under Advanced Customizations, click on Go to http://Force.com.
  5. Click on Public Access Settings.
  6. Click on Edit.
  7. Under the Standard Object Permissions section, select Read for the Documents object. 
  8. Click on Save.


See Also:
Who Can See What in Experience Cloud Sites
 
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