Permissions In Salesforce Experience Cloud Explained (Salesforce Communities)
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🏆 THE GOAL:
In this video, you are going to learn all about permissions in Salesforce Experience Cloud, formerly known as Salesforce Communities. We walk you through the 5 steps when implementing permission sets, which include planning your sharing model to using Chargent’s Take Payments. When sharing records with external users, you need to select the most secure approach that will solve your requirements and will be easy to maintain.
Do you want to learn more about Salesforce? Then leave a comment and let us know what you want to see next. At Chargent we specialize in Salesforce Payments, so make sure to like, subscribe, and turn on your bell notifications for more!
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⏭️SALESFORCE ADMINISTRATORS
Who Sees What in Communities: https://salesforce.vidyard.com/watch/...
Salesforce External User Sharing Resource Matrix: https://org62.my.salesforce.com/sfc/p...
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⏭️SKIP AHEAD
0:00 Intro
0:51 5 Steps For Permissions And Sharing
0:54 Step 1: Plan Your Sharing Model
1:06 External Organization-Wide Defaults
2:00 Role Hierarchy
2:25 Sharing Rules
2:40 Manual Sharing
3:05 Step 2: Define Your Sharing Requirements
3:31 Step 3: Determine Sharing Options
4:26 Step 4: Update Your Sharing Requirements
4:49 Step 5: Chargent Take Payments Lightning Web Component Access
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🧔🏻 ABOUT CHARGENT:
AppFrontier® - the makers of Chargent are proud to make payment processing seamless with an application that lets you manage single or recurring payments right in your CRM where your customer information lives. You can easily maintain compliance, and Chargent comes with pre-built integrations to 30+ direct payment gateways, with developer tools that make it easy to customize to fit any business process.
#SalesforceExperienceCloud #SalesforceCommunities #Chargent
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