Embedded Files
In this section, we configure the user data access rules for the ImBlaze site. This is facilitated through the Community Sharing Settings, a feature introduced in the Winter '19 release for Customer Community Plus and Partner Community Licenses. These settings allow us to map a Lookup from the Community User to records in our Salesforce Organization that also possess that Lookup value.
Unique rules are defined for regional and non-regional users. At a high level, regional users are granted access based on their region/district, while non-regional access rules are determined by the user's school.
Note: Configure one or both sharing sets depending on whether you wish to accommodate regional and/or non-regional scenarios.
ImBlaze Web Portal > STEP 6
- Non-Regional/School based Sharing Set
To define the rules of data sharing for Non-Regional ImBlaze users, create a new sharing set, add the non regional ImBlaze profile and establish the data access rules for both standard objects and custom ImBlaze objects.
1.1. Create Sharing Set
1.1. Create Sharing Set
Go to Setup.
Click on Quick find box
Type Digital Experiences
Click Settings.
Go to Sharing Sets section
Click on New button ,
Enter Label and Name for the Sharing Set ( for eg: ImBlaze School Sharing)
1.2. Add Profile to Sharing Set
1.2. Add Profile to Sharing Set
Select the Non-Regional ImBlaze Profile from Available list and move it to the Selected List
1.3. Add Objects to the Sharing Set
1.3. Add Objects to the Sharing Set
Select the objects for which data access rules has to be established. Select the following objects :
Account
Contact
Internship
User
Notification
Survey Question
1.4 Configure Access
1.4 Configure Access
Scroll down to Configure Access section
Click on Set Up for Account Object
In the modal, Enter the following values for the corresponding fields
User - Contact.imblaze__School_Name__c
Target School/Org - imblaze__School_Name__c
Access Level - Read/Write
4. Click Save
5. Repeat the above steps from 1 to 4 for the rest of the added objects based on the table given below -'
TODO: Recheck User. Why double options ?
2. Sharing Set for Regional Customer Community User
2. Sharing Set for Regional Customer Community User
To define the rules of data sharing for Regional ImBlaze users, create a new sharing set, add the regional ImBlaze profile and establish the data access rules for both standard objects and custom ImBlaze objects.
2.1 Sharing Set Details
2.1 Sharing Set Details
Go to Setup.
Click on Quick find box
Type Digital Experiences
Click Settings.
Go to Sharing Sets section
Click on New button.
Enter Label and Name for the Sharing Set ( for eg: ImBlaze Regional Sharing)
2.2 Add Regional ImBlaze Profile
2.2 Add Regional ImBlaze Profile
Select the Regional ImBlaze Profile from Available list and move it to the Selected List
2.3 Add Objects to the Sharing Set
2.3 Add Objects to the Sharing Set
Select the objects for which data access rules has to be established. Select the following objects :
Account
Contact
Internship
User
Notification
Survey Question
2.4 Configure Access
2.4 Configure Access
Scroll down to Configure Access section
Click on Set Up for Account Object
In the Pop-up, Enter the following values for the corresponding fields -
User - Contact.imblaze__SchoolRegionId__c
Target School/Org - imblaze__Imblaze_Parent_Id__c
Access Level - Read/Write
Click Save
5. Repeat the above steps from 1 to 4 for the rest of the added objects based on the table given below -
TODO: Recheck User setting. Wrong field name
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