Loading
Salesforce now sends email only from verified domains. Read More
Stage Management
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
            Create and Assign Guest User Permissions for Record Stage Overview Access

            You are here:

            1. Salesforce Help
            2. Docs
            3. Stage Management

            Create and Assign Guest User Permissions for Record Stage Overview Access

            Create a permission set that provides Record Stage Overview access to Experience Cloud site guest users.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Insurance Cloud, Life Sciences Cloud, and Manufacturing Cloud. View edition availability.
            User Permissions Needed
            To create permission sets: Manage Profiles and Permission Sets
            To edit permission set assignments: Be a member of the site AND Create and Set Up Experiences
            To control who can view steps or tasks in Record Stage Overview component: Record Stage Overview Standard Access

            Create a Stage Definition and configure a step definition for the tasks intended for community users. Assign manual tasks to queues and make them visible to external users. Create a custom community user to configure sharing settings and assign permission sets.

            1. From Setup, find and select Permission Sets.
            2. Click New.
            3. Enter a Label.
              For example, Record Stage Overview For Community. By default, API Name is the same as the Label.
            4. Save your changes.
            5. On the Permission Set Overview page, click Object Settings, grant read access objects. For example, Application Form, Party profile and so on.
            6. Grant read access to Fulfillment Step Definition.
            7. On the Permission Set Overview page, click System Permissions, then click Edit.
            8. Select Access Activities and Edit Tasks.
            9. Optionally, select Enables consumers and partners to execute Omniscripts, DRs, Cards through a Community or off platform.

            Configure field-level security for the Public field (IsVisibleInSelfService) on the Task object to be visible to admin user.

             
            Loading
            Salesforce Help | Article