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List view only shared with partners is visible to internal Users

Udgivelsesdato: Aug 21, 2024
Beskrivelse

You've created a list view and shared it solely to all partner Users. However, a few internal Users can still access the list view. 

Under unique scenarios, a User may be the manager of a partner User who is a member of a partner group. In these scenarios, the internal User (Manager) is also considered a member of the partner group.

This membership inclusion marks the internal User (Manager) as being a partner. They aren't actually changed to a partner User, but rather have the partner User indicator for visibility. Therefore, they will be able to view things shared solely to partner Users.

Løsning


The easiest workaround is to create a public group that contains only the desired partner Users and is not shared based on hierarchy. Then share the view with this new group, and the visibility issues should be resolved. 


See also:
Create or Clone a List View in Lightning Experience
Create and Edit Groups
Share a List View with specific Users via Public Groups in Salesforce Classic
 

Vidensartikelnummer

000386466

 
Indlæser
Salesforce Help | Article