Ask Search:
Ben JonesBen Jones 

How do I make custom object records visible in Customer Communities without making them the record owner?

I have enabled Customer Communities and I would like to be able to make custom object records visible to customers without making them the record owner and without them seeing all custom object records.
Best Answer chosen by Ben Jones
Caitlin MarshallCaitlin Marshall
For customer communities, you can use sharing sets. Note that these are somewhat more limited than regular sharing rules and basically allow you to share records where the community user's account or contact record is included in a lookup field on the record. See page 5 here (http://help.salesforce.com/help/pdfs/en/salesforce_communities_implementation.pdf).

For more robust sharing options, you may need to look at Partner Community licenses. 


All Answers

Sharif ShaalanSharif Shaalan
Hi Ben, you can create external sharing rules for the object. Through sharing settings.
Ben JonesBen Jones
In Sharing Settings I only see where you can open access to groups of users.  If I make the custom object visible to Customer Portal (Community) Users, then they would be able to see all custom object records and not just ones related to their Account.
Sharif ShaalanSharif Shaalan
You can share using the portal role for the account.  The other option is to add the accout to a group and share it that way, there is no dynamic sharing right now although there is an idea out for that.
Ben JonesBen Jones
If not too much trouble...screen shots would be helpful here.  I'm not following your approach.
Sharif ShaalanSharif Shaalan
Sure, here is a video, you can use criteria based or owner based sharing:

http://screencast.com/t/ITSjjI3ko
Ben JonesBen Jones
This is customer communities which doesn't have the same profiles and options. I still don't think I can do this. 
Caitlin MarshallCaitlin Marshall
For customer communities, you can use sharing sets. Note that these are somewhat more limited than regular sharing rules and basically allow you to share records where the community user's account or contact record is included in a lookup field on the record. See page 5 here (http://help.salesforce.com/help/pdfs/en/salesforce_communities_implementation.pdf).

For more robust sharing options, you may need to look at Partner Community licenses. 


This was selected as the best answer
Ben JonesBen Jones
This option looks promising.  I'll review and report back.
Ben JonesBen Jones
Caitlin, Thanks!  This seems to be in line with what I'm looking for.  I was also able to get a little creative with using "Control by Parent" sharing as well.