You have spent the last two weeks getting your community ready for the prime time and have recently deployed your configuration to production and now wish to make it publicly available. What steps do you take to do this?
A. Deploying to production automatically enables the community
B. Go into the Community Builder >> Settings and Activate the community
C. Go into the Community Manager >> Administration and Activate the community
D. Go into the Community Manager >> Administration >> Settings and Activate the Community
E. The community will automatically activate when you add users to it
Explanation:
When you're ready to make your Salesforce Community (Experience Cloud site) publicly available after configuration and deployment to production, you must manually activate it. Activating a community is not automatic — it involves a specific setting in the Community’s admin area.
🔍 Steps to Activate a Community:
Go to Setup → Digital Experiences → All Sites
Click the Builder link next to your site to open it in Experience Builder
In the Community Manager:
Navigate to Administration → Settings
Click Activate
This makes the community live and accessible via its public URL (based on your domain).
❌ Why the other options are incorrect:
A. Deploying to production automatically enables the community
❌ Incorrect. Deploying a community does not activate it.
Manual activation is required in Admin settings.
B. Go into the Community Builder >> Settings and Activate the community
❌ Community Builder handles UI and layout but does not control activation.
Activation is done in the Administration panel.
C. Go into the Community Manager >> Administration and Activate the community
❌ Close, but not complete. You need to go to Administration → Settings, not just Administration.
E. The community will automatically activate when you add users to it
❌ Not true. You can add users, but until the community is activated, users won’t be able to access it.
📘 Reference:
Activate and Deactivate Your Experience Cloud Site
Experience Cloud Site Administration
Your company wish to use their own URL for their community to maximize the brand impact to customers. How would you achieve this?
A. My Salesforce1
B. My Domain
C. Salesforce1
D. Custom URLs
E. Community Domains
Explanation:
Why Option D is Correct?
Custom URLs allow branding a Salesforce Community with a company’s own domain (e.g., support.yourcompany.com).
This meets the requirement to maximize brand impact by replacing the default Salesforce domain (e.g., yourcompany.force.com).
Requires CNAME setup in DNS to point to Salesforce.
Steps to Implement:
Purchase a domain (if not already owned).
Configure Custom URL in Community Workspaces → Settings → Domains.
Add a CNAME record in DNS (e.g., support.yourcompany.com → yourcompany.force.com).
Enable SSL Certificate (Salesforce provides free SSL for custom domains).
Supports Multiple Communities:
Different subdomains (e.g., help.yourcompany.com, partners.yourcompany.com) can point to different Communities.
Why Other Options Are Incorrect?
A. My Salesforce1 → Legacy mobile app branding (irrelevant for Communities).
B. My Domain → Required for org-wide login URL (e.g., login.yourcompany.com), but not for Communities.
C. Salesforce1 → Old Salesforce mobile app (deprecated).
E. Community Domains → Default Salesforce domains (e.g., yourcompany.force.com), not custom-branded.
Reference:
Salesforce Help - Custom Domains for Communities:
Set Up Custom URLs
Exam Topic: "Community Setup and Branding" (Custom URLs, Domain Management).
Why would you modify the Head Markup of a Salesforce Community? [Choose 3]
A. To add Custom JavaScript blocks
B. To add SEO meta tags
C. B and C
D. To modify the community colour palate
E. To add References to external JavaScript files
F. To enable single sign on
Explanation:
The three correct reasons to modify the Head Markup of a Salesforce Community are:
A: To add Custom JavaScript blocks: Custom JavaScript can be added directly in the Head Markup to enhance Community functionality, such as adding analytics or custom behaviors.
B: To add SEO meta tags: SEO meta tags are added to the Head Markup to improve search engine visibility and social media sharing for the Community.
E: To add References to external JavaScript files: References to external scripts (e.g., third-party libraries or analytics tools) are commonly included in the Head Markup to integrate external functionality.
Why Other Options Are Incorrect:
C (B and C): This option is ambiguous due to its self-referential nature and likely a typo. Without a clear secondary reason, it cannot be selected.
D (To modify the community colour palate): Color palette changes are managed through Experience Builder’s Theme settings, not the Head Markup.
F (To enable single sign-on): SSO is configured in Salesforce’s identity settings, not the Head Markup, making this an invalid reason.
Implementation Steps for Modifying Head Markup:
To modify the Head Markup for the correct use cases (A, B, E), the Salesforce Admin should follow these steps:
Access Experience Builder:
Navigate to Setup > Feature Settings > Digital Experiences > All Sites.
Select the Community and click Experience Workspaces > Builder.
Go to Settings > Advanced > Edit Head Markup.
Add Custom JavaScript Blocks (Option A):
In the Head Markup editor, add custom JavaScript within <script> tags. For example:
<script>
document.addEventListener('DOMContentLoaded', function() {
console.log('Community loaded');
// Add custom functionality here
});
</script>
Use this for custom behaviors, such as tracking user interactions or modifying the DOM.
Add SEO Meta Tags (Option B):
Add meta tags to improve SEO. For example:
< meta name="description " content="Universal Containers Support Community for customers" >
< meta name="keywords" content="support, customer service, Universal Containers" >
< meta name="robots" content="index, follow" >
< meta property="og:title" content="Universal Containers Community" >
< meta property="og:description" content="Join our support community for help and resources" >
These tags enhance search engine indexing and social media sharing.
Add References to External JavaScript Files (Option E):
Include external scripts using <script src="...">. For example:
<script src="https://www.google-analytics.com/analytics.js"></script>
Ensure the external scripts are from trusted sources and comply with security policies.
Test the Changes:
Publish the Community and test the Head Markup changes:
Verify JavaScript executes correctly (e.g., check browser console for logs).
Use SEO tools (e.g., Google Search Console) to confirm meta tags are recognized.
Ensure external scripts load and function as expected (e.g., analytics tracking).
Test across different Community pages to ensure global application.
Monitor and Maintain:
Use Experience Workspaces > Analytics to monitor Community performance and ensure custom scripts or meta tags are working as intended.
Regularly review Head Markup changes to avoid conflicts with Salesforce updates or security policies.
Notes on Option C:
The inclusion of “B and C” as an option suggests a possible error in the question, as “C” is not a standalone reason. In some exam questions, such options combine two valid choices, but here, no clear “C” exists. If the question intended to combine B with another option (e.g., E), it would still only count as two reasons, not three. For the purposes of this response, I’ve selected A, B, and E as the three distinct reasons, as they align with Salesforce best practices and the Head Markup’s purpose.
References:
Salesforce Help: Customize Your Experience Cloud Site with Experience Builder
Salesforce Help: Add Custom Code to the Head Markup
Salesforce Help: SEO for Experience Cloud Sites
Additional Notes:
Security Considerations: When adding JavaScript or external scripts to the Head Markup, ensure they comply with Salesforce’s security policies (e.g., Content Security Policy). Avoid inline scripts that could pose security risks.
Best Practices: Use Experience Builder’s Theme settings for styling (e.g., color palette) and identity settings for SSO to keep Head Markup focused on metadata and scripts.
Exam Context: For the Salesforce Experience Cloud Consultant exam, understanding the Head Markup’s role in SEO, JavaScript, and integrations is critical, as it’s a common topic in customization questions.
Universal Containers needs to use capabilities, using the Customer Service Template, in Salesforce Communities to enable Social Sign-on for their customers. What should the Salesforce Admin do to enable users to use their Social Sign-on?
A. Setup the authentication provider for Social sites and add the Social Sign-on component to the login page.
B. Configure Community Sign-on at the social web site to make sure the user is authenticated and provided access.
C. Enable Social Sign-on in the Community management preferences menu.
D. Create a custom login page with Social Sign-on capabilities, including authentication providers.
Explanation:
To enable Social Sign-On in Salesforce Experience Cloud (formerly Communities), especially with the Customer Service Template, the admin must:
Configure an Authentication Provider for each social platform (e.g., Facebook, Google, LinkedIn).
This sets up the OAuth2 authorization between Salesforce and the external identity provider.
Add the Social Sign-On Lightning Component to the Community Login Page.
This gives users a clickable UI option to log in with their social account.
These are standard steps documented in Salesforce setup guides for external identity integrations.
🔐 Why Option A is Correct:
✅ Authentication Provider Setup: Essential for external logins using social platforms.
✅ Social Sign-On Component: Required to expose the login buttons on the community login page.
✅ Works seamlessly with Self-registration, Experience Cloud templates, and Audience-based login flows.
Salesforce documentation: 🔗 Set up Social Sign-On in Experience Cloud
❌ Why Other Options Are Incorrect:
B: Sign-on flows are not configured on external social websites — they’re managed within Salesforce using OAuth & Authentication Provider settings.
C:There’s no toggle for Social Sign-On in the Community Management Preferences — this isn’t a setting you "enable," but rather one you configure.
D:You don’t need a custom login page. The standard login page supports adding social login via the Social Sign-On component. Custom pages add unnecessary overhead unless extreme UI customization is required.
Universal Containers built a Community to expose Leads and Opportunities to their resellers. They set up partner accounts with two roles and granted Super User access to the Sales Executives users who are created at the top level of the account role hierarchy. Universal Containers has the following requirements to expose dashboards to their partners:
• Partners can NOT modify the dashboard.
• Partners only see data within their account.
• Partners see all the data on the partner account.
How should the Salesforce Admin fulfill these requirements?
A. Select the Channel Manager as the running user for the dashboards
B. Select the 'Run as logged in user option for the dashboards
C. Select the Sales Executive as the running user for the dashboards
D. Select the owner of the partner account as the running user for the dashboards
Explanation:
Universal Containers wants to share dashboards with partner users that meet the following requirements:
Partners cannot modify the dashboard
→ This means the dashboard must be read-only for them.
→ In Salesforce, if users don’t have “View and Edit” access to a dashboard, they can only view it.
Partners only see data within their account
→ This means data must be scoped to only their account. This is where the “Running User” setting of the dashboard becomes important.
Partners see all the data on the partner account
→ That means they need to see more than just their own records—they need visibility across all users in the partner account.
→ The Sales Executive, placed at the top level of the role hierarchy, has Super User Access and can see all data within the account.
🔍 Dashboard Running User Options in Experience Cloud (Partner Communities)
When configuring dashboards in Experience Cloud (formerly Community Cloud), the running user defines what data the viewers can see:
Run as Logged-In User
→ Each partner user would only see data they personally own (does NOT meet the "see all data on partner account" requirement).
Run as Specific User (e.g., Sales Executive)
→ All viewers will see data based on the visibility of that user.
→ If that user is a Sales Executive with Super User access at the top of the partner hierarchy, they will see all data for the partner account. This satisfies the requirement for all partner users to see account-wide data, while not allowing them to modify the dashboard.
❌ Why Other Options Are Incorrect:
A. Channel Manager as running user
→ This would expose internal Salesforce user data (i.e., unrelated to that specific partner account), violating the "only see data within their account" rule.
B. Run as logged-in user
→ Each partner would only see data they personally own. This violates the requirement that they should see all data in the partner account.
D. Owner of the partner account as running user
→ While closer, the owner might not have the same visibility as the Sales Executive Super User, especially if the owner is not high enough in the role hierarchy or doesn’t have full visibility.
📘 Reference:
Salesforce Help -
Dashboards in Experience Cloud
Experience Cloud Visibility & Access for Partner Users
Running User for Dashboards
Universal Containers is setting up their moderation settings on their Community. They have developed 7585 keywords to monitor. What is the minimum number of keyword lists needed to accommodate all 7585 keywords?
A. 5
B. 2
C. 4
D. 3
Explanation:
The minimum number of keyword lists needed to accommodate 7,585 keywords is 4, as each list can hold up to 2,000 keywords. Three lists cover 6,000 keywords, and a fourth list is needed for the remaining 1,585 keywords. This aligns with Salesforce’s limit of 2,000 keywords per keyword list criteria, as confirmed by multiple sources.
Implementation Steps:
To set up moderation settings with 7,585 keywords in the Experience Cloud Community, the Salesforce Admin should follow these steps:
Access Moderation Settings:
Navigate to Setup > Feature Settings > Digital Experiences > All Sites.
Select the Community and go to Experience Workspaces > Administration > Moderation.
Create Keyword List Criteria:
In the Moderation section, go to the Content Rules or Criteria tab.
Create 4 keyword list criteria (e.g., “Keyword List 1,” “Keyword List 2,” “Keyword List 3,” “Keyword List 4”).
For each list:
Add up to 2,000 keywords (e.g., List 1: 2,000 keywords; List 2: 2,000 keywords; List 3: 2,000 keywords; List 4: 1,585 keywords).
Keywords can include offensive terms, slang, or other content to monitor (e.g., curse words, inappropriate phrases).
Note: Keywords are case-insensitive and do not support wildcards. For variations (e.g., “frick,” “fr ick”), include all combinations explicitly.
Configure Content Rules:
Create content rules to use the keyword lists. Each rule can include up to 3 keyword list criteria and specifies actions (e.g., Block, Flag, Replace, or Review).
Example:
Rule 1: Use Keyword List 1 and List 2 to flag posts containing specified keywords.
Rule 2: Use Keyword List 3 and List 4 to block inappropriate comments.
Ensure rules apply to member-generated content (posts, comments, polls).
Assign Moderators:
Assign the Moderate Communities Feeds permission to users responsible for reviewing flagged content. This can be done via profiles or permission sets.
Moderators can view flagged content in Experience Workspaces > Moderation > Content Moderation.
Test the Moderation Rules:
Log in as a test Community user and post content containing keywords from each list.
Verify that the moderation actions (e.g., flagging, blocking) occur as configured.
Check the Moderation Dashboard in Experience Workspaces to review flagged content and moderator actions.
Monitor and Optimize:
Use Experience Workspaces > Analytics > Engagement to track moderation activity (e.g., number of flagged posts).
Adjust keyword lists or rules as needed to refine moderation based on Community feedback or new requirements.
Additional Notes:
Org-Wide Limits: The 2,000-keyword limit per list and 30 keyword list criteria limit apply to the entire Salesforce org, not per Community. Universal Containers can create up to 30 lists, but only 4 are needed for 7,585 keywords.
Keyword Management: Managing 7,585 keywords can be time-consuming. Consider grouping keywords by category (e.g., profanity, hate speech, slang) to make lists easier to maintain. Salesforce does not support wildcard searches, so all keyword variations must be explicitly listed.
Moderation Scope: Moderation rules apply only to feed posts, comments, and polls, not to other content like Chatter Answers or private messages, unless custom triggers are used.salesforce.stackexchange.
Exam Context: This question tests knowledge of Experience Cloud moderation limits, a key topic in the Salesforce Experience Cloud Consultant exam. Understanding limits (e.g., 2,000 keywords per list, 30 keyword lists per org) is critical for scenario-based questions.
References:
Salesforce Help: Moderate Content in Experience Cloud Sites
Salesforce Help: Content Moderation Limits
Salesforce Trailblazer Community: Keyword List Limits Discussiontrailblazers.
Regional Containers want to ensure any Community members without Community contributions are moderated by the Community Manager, how would this requirement be implemented?
A. Download the Advanced Community Moderation lightning component and configure it in the Community Builder
B. Use a Community Moderation Rule
C. Define Community Member Criteria
D. Leverage the Community Cloud Moderation API with APEX
Explanation:
Community Member Criteria is a powerful feature in Salesforce Experience Cloud that lets you define dynamic groups of users based on conditions such as:
Profile
Roles
Last login
Number of contributions
Community membership
Custom fields
📌 Use Case:
"Any Community members without contributions should be moderated by the Community Manager."
This aligns perfectly with using Community Member Criteria based on the number of contributions.
You can define member criteria where:
Contribution count = 0
These users are then flagged or routed for moderation actions
Once defined, this member criteria can be used in:
Moderation Rules
Audience targeting
Custom notifications
🔄 How it Works:
Create Community Member Criteria
Go to:
Setup → Digital Experiences → Member Criteria
Define a rule such as:
Contributions (Posts, Comments, Replies) = 0
Use that Criteria in Moderation Rules
Go to:
Moderation → Rules → Create Rule
Then apply it to content from users matching that member criteria.
Action: Flag, Review, Delete, Notify, etc.
❌ Why Other Options Are Incorrect:
A. Download the Advanced Community Moderation lightning component
→ This component can enhance UI moderation features but does not define logic or criteria to monitor based on contribution count.
B. Use a Community Moderation Rule
→ Moderation rules require member criteria to determine who the rule applies to. Without defining member criteria, this rule can’t target “users with 0 contributions.”
D. Leverage the Community Cloud Moderation API with APEX
→ Overkill for this use case. Also, not the preferred method in a declarative (point-and-click) Salesforce admin scenario.
📘 Reference:
Salesforce Help – Define Member Criteria
Trailhead Module – Experience Cloud Moderation
Universal Containers builds their customer Community on Napili templates. They create several recommendations that are visible on the home page, including one for their annual conference event. After the event, the Salesforce Admin needs to remove the event recommendation. Where should the Salesforce Admin delete the recommendation?
A. From the All Communities setup page
B. From the Community Workspace
C. From the Community site
D. From the Community Builder
Explanation:
The correct location for the Salesforce Admin to delete the event recommendation is From the Community Workspace (Option B). In the Customer Service (Napili) template, recommendations are often tied to Salesforce CMS content (e.g., a news article or banner for the annual conference event), which is managed in Experience Workspaces > Content Management. The admin can delete or archive the specific CMS content item representing the event recommendation, ensuring it no longer appears on the home page. This aligns with Salesforce Help’s guidance on managing Community content.
While Option D (Community Builder) is also plausible, as recommendations can be configured via components in Experience Builder, the question specifies deleting the recommendation itself (i.e., the content), not reconfiguring the page layout. Salesforce Help emphasizes that CMS content, which drives recommendations, is managed in Experience Workspaces, making Option B the most accurate choice.
Why Other Options Are Incorrect
Option A (From the All Communities setup page): The All Communities setup page (Setup > Digital Experiences > All Sites) is for site-level administration, not for managing specific content like recommendations.
Option C (From the Community site): The live Community site is for user interaction, not administrative tasks like deleting content.
Option D (From the Community Builder): While Experience Builder is used to configure Recommendation components, deleting the actual recommendation content (e.g., a CMS article) is done in Experience Workspaces > Content Management. This makes Option B more precise for the task of deleting the recommendation.
Implementation Steps:
Based on Salesforce Help, here’s how the Salesforce Admin can delete the event recommendation:
Access Experience Workspaces:
Navigate to Setup > Feature Settings > Digital Experiences > All Sites.
Select the Community and click Workspaces to open Experience Workspaces.
Go to Content Management:
In Experience Workspaces, click Content Management.
Locate the CMS content item representing the event recommendation (e.g., a news article, banner, or event titled “Annual Conference”).
Note: Recommendations in the Customer Service template are often CMS content items displayed via a Recommendation or Content component on the home page.
Delete the Recommendation:
Select the event recommendation content item (e.g., a CMS article or banner).
Click Delete or Archive to remove it from the Community. Archiving hides the content from display while retaining it for future reference, while deleting removes it permanently.
If the recommendation is tied to a specific CMS collection or topic, remove it from the collection or update the topic settings.
Verify the Home Page:
Open Experience Builder (via Experience Workspaces > Builder) and navigate to the Community’s home page.
Confirm that the Recommendation component no longer displays the event recommendation. If the component is set to dynamically pull content (e.g., based on a topic or collection), ensure the deleted content is no longer included.
Test the Change:
Log in as a test Community user (e.g., with a Customer Community license) and verify that the event recommendation no longer appears on the home page.
Check other pages or components that might reference the CMS content to ensure it’s fully removed.
Monitor and Maintain:
Use Experience Workspaces > Analytics to monitor home page engagement and confirm that the recommendation removal hasn’t impacted user experience.
If additional recommendations are needed, create new CMS content in Content Management and configure them in Experience Builder.
Additional Notes:
Customer Service Template: The Customer Service (Napili) template supports dynamic recommendations through CMS content or static recommendations via component settings in Experience Builder. Deleting a recommendation typically involves removing the underlying CMS content, as described.
Recommendation Component: If the event recommendation is manually configured in a Recommendation component (rather than CMS-driven), the admin could edit the component in Experience Builder to remove the specific item. However, Salesforce Help suggests that content-driven recommendations (common in the Customer Service template) are managed in Content Management, making Option B the primary choice.
CMS Content: Salesforce CMS is tightly integrated with Experience Cloud, allowing admins to manage content like news, banners, or events that appear as recommendations. Deleting or archiving CMS content is a standard way to remove recommendations.
Exam Context: This question tests knowledge of Experience Cloud content management and customization, a key topic in the Salesforce Experience Cloud Consultant exam. Understanding the roles of Experience Workspaces and Experience Builder is critical.
References:
Salesforce Help:
Manage Your Experience Cloud Site
Salesforce Help: Manage Salesforce CMS Content
Salesforce Help: Configure Pages in Experience Builder
Salesforce Help:
Customer Service Template
Salesforce Help: Monitor Community Analytics
The Community adminstrator at Universal Containers has received reports from users about mnot being able to see each other in the People tab. However, users are able to view other's conversations within groups of which they are a part. Why are users unable to see each other in the People tab?
Select one or more of the following:
A. External users cannot view each other within Partner Communities
B. Users did not approve each others' Friend Requests within the Community
C. External users can only view each other if they are in the same Account
D. The Administrator has deselected Community User Visibility
Explanation:
Why Option D is Correct?
Community User Visibility controls whether members can see each other in the People tab.
If disabled, users cannot browse profiles (but can still interact in groups they share).
This matches the symptom: users see group conversations but not the People tab.
Why Other Options Are Incorrect?
A. False: Partner Community users can view each other if visibility is enabled.
B. Irrelevant: Friend requests affect private messaging, not People tab visibility.
C. False: Users can see others beyond their Account if visibility is enabled.
Reference:
Salesforce Help - User Visibility: Control Member Visibility
Exam Topic: "User Management and Security" (Visibility Settings).
Universal Containers needs to provide public access to some Knowledge articles in the Community. Articles are associated to the Public Knowledge Base channel, but are NOT visible in the Community.
How should the Salesforce Admin troubleshoot this issue?
A. Create a Featured Topic in the Community Builder to display articles.
B. Check the Article type permissions on the Guest User profile.
C. Create a new data category specifically for Guest Users to display articles.
D. Enable public access for the Community in Setup and the Guest User profile.
Explanation:
To allow public (unauthenticated) users to view Knowledge articles in an Experience Cloud (Community) site, several things must be correctly configured. Even if the articles are published to the Public Knowledge Base channel, if the Guest User profile does not have access to the article type, the articles will not be visible to unauthenticated users.
🔍 Key Setting to Check:
👉 Article Type Permissions (Object and Field-level) on the Guest User Profile
The Guest User Profile (which is tied to the community's unauthenticated users) must have:
Read access to the Knowledge object (or custom article types in older orgs)
Read access to relevant fields
Record-level sharing (via sharing rules or public groups, if needed)
If these permissions are missing, articles will not display, even if they're in the Public Knowledge Base channel.
❌ Why Other Options Are Incorrect:
A. Create a Featured Topic in the Community Builder
→ This controls topic display, not article visibility. If permissions are misconfigured, topics won’t make a difference.
C. Create a new data category for Guest Users
→ Data categories are used for filtering and classification, not directly controlling visibility. Also, there’s no such thing as “Guest User data categories” specifically.
D. Enable public access for the Community in Setup and the Guest User profile
→ While the Community must be publicly accessible and the Guest User profile must be properly configured, this alone won’t fix article visibility without checking object permissions.
Also, public access is enabled by default when you use the Public access settings in Site settings — but that's not the root issue here.
📘 References:
Salesforce Help – Set Up Public Knowledge for Your Community
Salesforce Help –
Configure Guest User Profile
Trailhead – Experience Cloud: Set Up Public Knowledge
Universal Containers need to create a Support Community with the following requirements:
- Customer and partner users will be members of this community and use the customer community and partner community license, respectively - A customer user should be able to see all cases opened for their account, including cases are opened by their colleagues - Customer users must be able to collaborate with all Community users What two things should a Salesforce Admin do to accomplish this? Choose 2 answers
A. Set up delegated admin access for customer users
B. Enable super user access for customer users
C. Select the community user visibility checkbox
D. Create a sharing set on the case object
Explanation:
Why Option C (Community User Visibility) is Correct?
Community User Visibility allows users to see and collaborate with other members in the community (e.g., via the People tab).
This fulfills the requirement: "Customer users must be able to collaborate with all Community users."
Without this, users can only interact in groups or via records they share.
Why Option D (Sharing Set on Case Object) is Correct?
Sharing Sets control record access for external users based on Account or Contact relationships.
Since customers should see all cases for their account, a Sharing Set can automatically grant access to cases tied to their Account.
This meets the requirement: "A customer user should be able to see all cases opened for their account, including cases opened by their colleagues."
Why Other Options Are Incorrect?
A. Delegated Admin Access → Grants administrative privileges (e.g., managing users), which is not required here.
B. Super User Access → Allows users to see all data in their account hierarchy, but does not enable collaboration or case sharing by itself.
Reference:
Community User Visibility: Control Member Visibility
Sharing Sets: Share Records with External Users
You wish to share cases created and owned by your community users (Customer Community Plus) with the internal product support team, what is the best way to achieve this?
A. Custom Permission
B. Custom Sharing Rule
C. Records owned by community members are automatically shared with all internal users<
D. Custom Sharing Set
E. Custom Sharing Group
Explanation:
Sharing Cases from Community Users to Internal Users:
In Salesforce Experience Cloud, when community users (especially Customer Community Plus licensed users) create or own records like Cases, those records are not automatically visible to internal users unless sharing mechanisms are configured.
✅ Why Custom Sharing Rule is the Right Solution:
Sharing Rules allow admins to open up record access based on record owner, criteria, or roles/public groups.
This method allows you to share Cases owned by external users with internal users (e.g., Product Support team).
Ideal for scenarios where record visibility needs to cross license boundaries (external to internal).
🔗 Reference: Set Up Sharing Rules
❌ Why Other Options Don’t Work:
A. Custom Permission
Controls feature-level access (like deleting records or editing fields), not record sharing.
C. Automatic Sharing
False — community user records are not auto-shared with internal users. Sharing must be explicitly configured.
D. Custom Sharing Set
Sharing Sets work for external users to access records, not to grant access to internal users.
E. Custom Sharing Group
Sharing Groups are used with Sharing Sets, and only apply to external user sharing — cannot expose records to internal users.
Page 6 out of 24 Pages |
Previous |