Loading

Guest user can provide "read" access to Funding Opportunities via Sharing Rule

Publish Date: May 13, 2026
Description

Experience Cloud setup

  1. Enable Grantmaking for an org/(admin) user.
  2. Create an Experience Cloud site using the Grantmaking template.
  3. In the Experience Cloud Builder:
    1. Enable Public Access by checking the Guest users can see and interact with the site without logging in checkbox.
    2. Edit the Default Navigation so that the Funding Opportunities navigate tab:
      1. Default List View: All Funding Opportunities
      2. Publicly available is checked
    3. Publish the site.
  4. Navigate to the Guest User Profile to enable Guest User access to Funding Opportunity
    1. Navigate to System Permissions and enable the Manage Funding Award user permission.
    2. Navigate to Object Settings > Funding Opportunities and enable:
      1. Tab Settings: Default On
      2. Object Settings: Read
      3. Field Permissions: Enable the needed ones

Sharing rule setup:

  1. Navigate to Setup > Sharing Settings.
  2. Ensure the External Organization-Wide Default (OWD) for Funding Opportunity is Private.
  3. Create a new Funding Opportunity Sharing Rule whose
    1. Rule Type: Guest user access, based on criteria
    2. Criteria:
      1. Field: Status
      2. Operator: equals
      3. Value: Active
    3. Share with: <Guest users profile>
    4. Access Level: Read Only

Records setup

  1. Create a Funding Opportunity record with
    1. Name: "Guest users should see this"
    2. Status: Active
  2. Create another Funding Opportunity record with
    1. Name: "Guest users shouldn't see this"
    2. Status: Planned

 

Resolution

Test:

  1. Navigate to the Grantmaking site's Administration > Settings and activate the site.
  2. In the the Grantmaking site's Administration > Settings, there's a link to the site. Open that link in an incognito window.
  3. Click the Funding Opportunities navigation tab.
Knowledge Article Number

002234040

 
Loading
Salesforce Help | Article