Configure Sharing Settings

  1. From Setup, enter sharing in the Quick Find box, then select Sharing Settings.

  2. Click Enable External Sharing Model.

  3. Continue with Set Default Access Level for Accounts and Jobs.

Set Default Access Level for Accounts and Jobs

  1. Click Edit.

  2. Complete the following under Default External Access:

    1. Select "Private" next to Account, Contract and Asset.

    2. Select "Private" next to Job.

  3. Click Save.

  4. Click OK.

  5. Continue with Add Account Sharing Rules.

Add Account Sharing Rules

  1. Under Account Sharing Rules, click New.

  2. Under Step 1, complete the following:

    1. In Label, enter a name for the sharing rule.

      For example, Cirrus Oil Rule

  3. Under Step 2, complete the following:

    Field Action

    Rule Type

    Select Based on Criteria

  4. Under Step 3, complete the following:

    Field Action

    Field

    select "Account Name"

    Operator

    Select equals.

    Value

    enter the name of a customer that needs access to the portal.

  5. Under Step 4, complete the following:

    Field Action

    Share with

    Select Portal Roles.

    Select the applicable partner user for the customer.

    For example, Cirrus Oil Partner User

  6. Under Step 5, complete the following:

    Field Action

    Default Account, Contract and Asset Access

    Select Read Only.

  7. Click Save.

  8. Click OK.

    You will receive an email confirmation once the sharing rule is active.

  9. Repeat the above steps as necessary.

  10. Continue with Add Job Sharing Rules.

- Back to Step-by-Step Guides -

Add Job Sharing Rules

  1. Open the Accounts tab in a new tab in your web browser.

  2. Open a customer account that needs access to the portal.

  3. Copy the customer ID from the address bar in the browser (as shown below).

    Example of a customer ID in the browser address bar

  4. Move back to the Sharing Settings page on the other tab in the browser.

  5. Under Job Sharing Rules, click New.

  6. Under Step 1, enter a name for the sharing rule In Label.

    For example, Cirrus Oil Rule

  7. Under Step 2, select Based on Criteria in Rule Type.

  8. Under Step 3, complete the following:

    Field name Action

    Field

    Select Customer ID

    Operator

    Select equals

    Value

    Paste the customer ID you copied.

  9. Under Step 4, complete the following:

    Field name Action

    Share with

    select "Portal Roles"

    Select the applicable partner user for the customer

    For example, Cirrus Oil Partner user

  10. Under Step 5, select "Read/Write" in Default Access,

  11. Click Save.

  12. Click OK.

    Salesforce sends an email confirmation to you once the sharing rule is active.

  13. Repeat these steps as necessary.

  14. Continue with Add Page Layouts.

- Back to Task List in Setup -