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Sharing Data With Suppliers

Sharing Data With Suppliers

Share supplier product data and product emissions factor data with suppliers in an Experience Cloud site by using sharing sets and a sharing rule category.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To manage partner users: Manage External Users
To set field-level security:

Manage Profiles and Permission Sets

And

Customize Application

To set sharing rules: Manage Sharing
Note
Note To ensure that the Supplier Product and Product Emissions Factor objects are accessible in Experience Cloud, the Experience Cloud user account and the supplier account credentials in the objects must be the same.
Tip
Tip Organization-wide defaults and field-level security control data access for suppliers in Experience Cloud sites. Set the Default External Access setting to Private for the Supplier Product and Product Emissions Factor objects you want to expose to supplier users in your site.

After you buy licenses for your organization, the following groups and sharing rule category are created:

GROUP OR CATEGORY DESCRIPTION
All Partner Portal Users group Contains all partner users in your organization
All Internal Users group Contains all Salesforce users in your organization
Roles and Internal Subordinates sharing rule category Allows you to create sharing rules in which you can choose specific Salesforce users in your organization by role, including users in roles below the selected role. Partner roles are excluded.

Use these groups and the sharing rule category to easily create sharing sets that grant all Experience Cloud site, portal, or Salesforce users access to specific data. For more information about sharing sets, see Creating a Sharing Set.

For more information about sharing information and collaborating with suppliers, see Experience Cloud.

 
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