Configure Data Access in Organization-Wide Sharing Defaults

Establish the recommended baseline data access for all of your Salesforce users, including your website visitors.

Note

Organization-Wide Defaults will no longer be applied to Site Guest Users for new orgs created after the Salesforce Winter '20 release. Site Guest Users must be granted access via Criteria Based Sharing.

If your org was created on or after the Winter '20 Release, use Criteria Based Sharing rules to grant access to Site Guest Users.

If your org was created before the Winter '20 Release, Organization-Wide Defaults are still enabled, but we recommend implementing Criteria Based Sharing.

1. From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings.
2. Make sure that you're managing sharing settings for All Objects.
   
3. Review the default access settings in the Organization-Wide Defaults section. If your organization is using an external sharing model, be sure to review the external access settings as well the internal access settings.
   

   Note You can tell you're using an external sharing model if the button above the Organization-Wide Defaults reads Disable External Sharing Model instead of Enable External Sharing Model.
   

   Compare them to the minimum Internal Access settings that V4S requires. Make sure that these objects have at least the minimum so that V4S can save information that authenticated volunteers submit on your website.

   • Lead—Public Read/Write

   • Account—Public Read Only

   • Contact—Public Read/Write

   • Campaign—Public Read/Write (controls sharing settings for Volunteer Jobs, Shifts, and Hours, which are all set to Controlled by Parent.)

What if you need more restrictive access than the minimum, for one or more of these objects? For example, what if you don't want to make all of your Campaigns public?

1. Set the organization-wide default sharing settings for Campaign to Private, the most restrictive setting.
2. Back on the Sharing Settings page, go to the Campaign Sharing Rules section.
3. Create a sharing rule to define an exception to the organization-wide sharing settings for V4S users. For example, if the record type is Volunteer Campaign and the user type is a Site Guest User, then give Public Read/Write access to Campaigns.