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Agency Community User Group Set Up Worksheet  Form

Agency Community User Group Set Up Worksheet Form

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thank you for joining this quick how-to video brought to you by salesforce support to see more content like this hit subscribe in this video we are going to learn about how to create a sharing set which allows customer users to view cases this is a common scenario when working with self-service communities and granting access to cases is not available via manual sharing or sharing rules as a result of the customer community users not having a role in order to proceed there are some required steps in order to set up the sharing set successfully first ensure that the case object is set to private under sharing settings and setup this will ensure the case object will be available when creating the new sharing set lastly we need to set up the profile that will be used in the sharing set to have at least read access to the case object once those are complete we can create our sharing set let's review the case record we intend to grant access to and verify that the user is not able t

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