Share Salesforce Data with Experience Cloud and External Users

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Sara Morgan Nettles

1:13:25

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01. Course Overview

01. Course Overview.mp4

02:03

02. Working with Salesforce Experience Cloud Sites

02. Welcome to the Series.mp4

02:18

03. Understand Experience Cloud.mp4

02:03

04. Work with Digital Experiences.mp4

03:45

05. External Sharing Basics.mp4

03:40

03. Defining Business Requirements in a Salesforce Community

06. User Access Considerations.mp4

03:48

07. Building a Requirements Table.mp4

04:13

08. Available Licensing Options.mp4

03:01

09. Working with Unauthenticated Users.mp4

02:25

10. Selecting User Licenses for Globomantics.mp4

03:21

11. Module Overview.mp4

01:19

04. Reviewing Salesforce Sharing Options

12. External Sharing Options.mp4

04:59

13. Sharing Sets and Share Groups.mp4

03:08

14. Account Role Hierarchies.mp4

03:29

15. Account Relationships.mp4

02:35

16. External Account Hierarchy.mp4

02:40

17. Super User Access.mp4

01:38

18. Module Overview.mp4

02:13

05. Implementing an External Sharing Model in Salesforce

19. Working with a Resource Matrix.mp4

02:46

20. Selecting Sharing Options.mp4

02:53

21. Create a Sharing Rule for Guest Users.mp4

06:04

22. Clone a Custom Customer Profile.mp4

01:53

23. Extend Access with a Sharing Set.mp4

03:33

24. Key Course Takeaways.mp4

03:38

Description

This course will prepare you for the Salesforce Certified Sharing and Visibility Designer exam. Using a real-world scenario, you will learn how to plan and configure external sharing for a customer community site created with Experience Cloud.

What You'll Learn?

This course is all about sharing data with external users and involves sites built with Salesforce’s Experience Cloud. In this course, Share Salesforce Data with Experience Cloud and External Users, you will learn how to evaluate and configure external sharing for a global Salesforce enterprise organization. First, you will explore the different ways there are to share data with external users. Next, you will learn about the different user licenses available for Experience cloud. Finally, you will discover what sharing options Globomantics selects and configures when setting up a customer community site. By the end of this course, you will know how to design a secure data sharing model for external users accessing your organizations data through a customer or partner community site.

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Salesforce Lightning

Salesforce Development

Salesforce

Sara Morgan Nettles

Instructor's Courses

Sara Morgan Nettles is a Certified Salesforce Platform II developer, who began her software development career twenty years ago working primarily with Microsoft technologies. She now focuses on sharing her knowledge of developing modern web applications on the Salesforce platform. She has authored numerous books and articles, as well as being a regular speaker at Dreamforce.

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.