This article will cover how to configure Sharing Settings to allow external Guest users access to the Country object’s records installed with AddressTools. This configuration is essential to ensure your external users can utilise the full functionality of the product.
Note: In Salesforce, external users such as Guest users do not have “View All” permissions by default. Because of this restriction, the standard AddressTools Permission Sets cannot be assigned to these users. You must instead complete the sharing configuration outlined below to provide the required access to the functionality.
Configure the Sharing Rule Criteria
From Setup enter and select Sharing Settings.
Locate the section Country Sharing Rules and click New.
Follow these steps to define the rule:
- Step 1: Enter a Label and Rule Name that is descriptive (e.g. Share Countries with Guests).
- Step 2: For the Select your rule type section, select Guest user access, based on criteria.
- Step 3: In the Select which records to be shared section, set the following:
- Field: Country Name
- Operator: not equal to
- Value: (Leave this box blank)
- Step 4: In the Select the users to share with section, select the specific user license you need to provide access to (e.g. Partner Community User).
- Select Save.
Assigning Permissions to Guest Users
If you are still experiencing issues with the Guest user when using AddressTools, you may need to assign additional permissions. The Guest user requires specific permissions to use the tool. A full list of required permissions can be found in: How to: deploy AddressTools Premium to users in your organization – ProvenWorks.