Loading
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 a Sharing Set for Service Appointment Records

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Set Up a Sharing Set for Service Appointment Records

            Give your portal users access to the Service Appointment records using a sharing set. A sharing set grants portal users access to a record associated with an account or contact that matches the user’s account or contact. You can grant access to records through access mapping, which defines access for each object in the sharing set.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled
            User Permissions Needed
            To create or update sharing sets: Customize Application
            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Settings.
            2. In the Sharing Sets related list, click New.
            3. Enter a label for the sharing set.
            4. In the Select Profiles section, select your cloned community user profile and click Add.
            5. Under Select Objects, select Service Appointment, and then click Add.
            6. In the Configure Access section, configure access for the selected profile and object.
              1. Next to Service Appointment, click Set Up.
              2. For User, select Account, for Target Service Appointment, select Account, and for Access Level, select Read/Write.
              3. Click Update.
            7. Save your changes.
             
            Loading
            Salesforce Help | Article