Have you met... Sharing Sets?

Meet Sharing Sets!

So a couple of days back I had my first encounter with sharing sets.

This is how it happened. One of our users could not edit a record created by a Customer Community User. Despite the sharing rules in place. Whatever dummy sharing rules we set -

CreatedBy Not equal to XYZ - Share with GroupA

Group A just couldnt access the records created by our Community Users.

After a lot of googling I stumbled upon this awesome post here

It gave me my first cue - this is to do with something called as Sharing Sets and not Sharing Rules.

From then on it was a piece of cake.

·         Where you would find sharing sets - Setup > Customize > Community Settings

·         Once of the sharing setting page , choose the profile you want to apply the share set to ie the profile of the user whose created record we need to share with our internal user.

·         Under the section "Access Granted" determine which object needs be shared, based on what criteria and what access level do we need them to have.

·         To actually share the records with our internal people, click on the Share Group Settings tab under Community Settings

·         And under Share Group Members - add group of the internal users with whom you want to Share the records with.

So bottom line - when you are looking to share records created/owned by Community Users; you need Sharing Sets.