Setting up CS Cloud

You can decide which objects to give your users access to. You must create sharing sets to share the records with your users. A user can only see an object if their profile allows them at least read-only access to it.

To create a sharing set, Navigate to Setup | Feature Settings | Digital Experiences | Settings. For information on how to create a sharing set, search for “Set Up Sharing Sets” in the Salesforce Help.

To share records with your users:

1. On the Sharing Set Edit page, enter a label in the Label field and accept the default Sharing Set Name. Label is the sharing set label as it appears on the user interface. The Sharing Set Name is the unique name used by the API.
2. Select the profiles of the users to whom you want to provide access: Customer Community Plus User or Partner Community User.
3. Select the following objects to grant users access to them:
   • Playbook
   • Playbook Task
   Note:

   If the Playbook Task object does not display, complete the following steps:

   1. Navigate to Setup | Security | Sharing Settings.
   2. Click Edit next to Organisation-Wide Defaults.
   3. Set the Default External Access column to Private for the Playbook Task object.
   4. Click Save .
4. From the Configure Access section, click Edit next to the Playbook object. The Access Mapping for Playbook window opens. Select the following values from the fields displayed:
   • User: "Account"
   • Target Project: "csc__Account__c"
   • Access Level: "Read Only"
5. Click Save.

The following table details the minimum required object permissions for a Community user to have access to playbooks and playbook tasks: