#Salesforce report builder license#
#Salesforce report builder plus#

Give your customers a chance to contact you with any channel they want. Talk to Customers Where They Want to with the Channel Menu To enable this feature, search for it in Setup вЂ“ Community Settings.Д¤. That means external users of the parent account do not have to use sharing rules to view the data from their child accounts.ДЄs long as this feature is in the Beta version, it could not be available in some orgs.

#Salesforce report builder plus#

Users with Partner Community and Customer Community Plus licenses can view the records of other external users within their account hierarchy. Sharing data with external users may become easier. Read more about Custom Settings Access and Custom Metadata Types Access. You can also reverse granted permissions in Setup вЂ“ Schema Settings. Once this launches, admins who have Customize application permission will be able to grant users access to custom settings and metadata types via profile or permission sets.

Applications that require direct API access.

In Spring вЂ™20, Salesforce rolls out two critical updates that will remove read access to custom settings and custom metadata types for users without the Customize Application permission.

You will be able to enable this feature in Setup вЂ“ Community Settings, however. You can also change the default records owner in Experience (Community) Workspaces вЂ“ Administration вЂ“ Preferences.ДЄlso, from Winter вЂ™20, Salesforce restricts the use of standard external profiles by default. To enable this setting go to Setup вЂ“ Community Settings, and check the Reassign new records created by guest users to the default owner checkbox. The default user is the one who has created the community. Newly created records by guest users will be automatically assigned to a default user. Guest users are no longer the records owners. You can enable the following setting by yourself in Setup вЂ“ Sharing Settings or follow the guideвЂ™s instructions in Setup вЂ“ Security Alerts.ДЄs soon as you enable the Secure guest user record access setting, the only way you can share records to guest users is through the sharing rule.ДЄ guest user sharing rule is a criteria-based rule type that can grant Read-Only access. This setting changes org-wide defaults for guest users to Private and restricts the sharing mechanisms that you can use to grant record access to guest users. To increase the safety of your Salesforce data, the security alert will automatically enable the Secure guest user record access setting in all orgs on 1 March 2020. Have you already prepared your org for new security updates? The New Report button will be available on the Report List page for external users with appropriate access.

If you do not plan to have community users creating reports, only viewing them:ДЄdd the Report page with the Report list component to the community navigation.

#Salesforce report builder license#

The Report Builder page is available to community users with a Partner Community or Customer Community Plus license and following permissions: So, first of all, enable report options for community users in Setup вЂ“ Community Settings. If you have a Customer Service, Customer Account Portal, Partner Central or Your Own template, congratulations, you can use Lightning Report Builder on the community. Moreover, community users can now create and manage reports on the community by themselves (as long as you have given them permission of course!). WOW! Now your community members can use reports directly on the community! They can view, analyze and collaborate on reports. Report Builder for Lightning Communities (Generally Available) The AC team has prepared a shortlist of the most interesting and important features of the new release.ДЎ. The Salesforce Spring 20 Release Notes are already here and soon all organizations will be able to renew their interfaces into the funny spring 20 fox! So, what news will the fox bring? What changes are waiting for us this Salesforce Spring 20?