Allow Fundseekers to See Funding Requests and Requirements

If you used the Outbound Funds Module Fundseeker Starter Portal Template and Build Site installer, you already have a sharing set that gives external users, such as a fundseekers, Read access to the Funding Request and Requirement objects based on the user’s Account or Contact.

If you used the Outbound Funds Module Fundseeker Starter Portal Template installer, you can create a similar sharing set.

1. Click , then click Setup.

2. Enter Digital Experiences in the Quick Find box, then click Settings.

3. Click New next to Sharing Sets.

4. Enter a Label. For example, Fundseeker Sharing Set.

5. Press tab to autofill the Sharing Set Name.

6. Optionally, enter a Description.

7. Select the profiles this sharing set applies to. For example, Fundseeker Plus Login.

8. Click Add to move the profiles to Selected Profiles.

9. Select the objects this sharing set applies to. For example, Funding Request and Requirement.

10. Click Add to move the objects to Selected Objects.

11. Click Set Up next to the object name, then make the following configurations.

    1. For Funding Request:

       1. Select Contact from User.

       2. Select outfunds__Applying_Contact__c from Target Funding Request.

       3. Select Read Only for the Access Level.

       4. Click Update.

    2. For Requirements:

       1. Select Contact from User.

       2. Select outfunds__Assigned__c.Contact from Target Requirement.

       3. Select Read Only for the Access Level.

       4. Click Update.

12. Click Save.