Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Compliant Data Sharing
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up an Object for Public and Private Sharing in Compliant Data Sharing

            You are here:

            1. Salesforce Help
            2. Docs
            3. Compliant Data Sharing

            Set Up an Object for Public and Private Sharing in Compliant Data Sharing

            It gets a little tricky when you want to share most records for an object publicly but that object also has some records that are visible only to some users. For example, a Grantmaking Experience Cloud site can show most funding opportunities to all users but it also has some funding opportunities that are available only by invitation and not publicly visible.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions in Financial Services Cloud
            Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Public Sector Solutions
            User Permissions Needed
            To configure Compliant Data Sharing: Configure Compliant Data Sharing System Permission
            To share records by using Compliant Data Sharing:

            Use Compliant Data Sharing System Permission

            AND

            Be the owner of the record OR have edit access on the record through CDS
            1. Set the organization-wide sharing defaults for the object to Private.
            2. Add a field on the object that indicates if the record is public.
            3. Set up criteria-based sharing rules to share the record with all Experience Cloud users when the record is set as public.
            4. To share a private record, go to the record and create a participant record for the user you want to share it with.
              For example, add a Read-only participant record for the person you want to invite to apply for a private funding opportunity through your Experience Cloud site.

            See Also

             
            Loading
            Salesforce Help | Article