![]() ![]() 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 – Sharing Settings or follow the guide’s instructions in Setup – Security Alerts.Īs 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.Ī 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:Īdd the Report page with the Report list component to the community navigation. ![]() 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 – 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.ġ. Inbound Scheduling can be embed on your company’s website or through a Salesforce Community portal.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? ![]() Customers can directly set up appointments with any sales rep at the time that best fits their schedule – in a place of their choice. With Lightning Scheduler’s most recent release, Inbound scheduling was included to give customers the tools to book their own appointments through the Scheduler. Schedule customer appointments, and add details about required attendees.Īssign the relevant permissions and set up service resources and territories. Search for employees with the right skills for an appointment, including certifications and areas of expertise. Here are some of the exciting features that come with Lightning Scheduler:Ĭreate Salesforce records that reflect your employees, and add details about their skills, what locations they cover, and their availability.ĭefine office locations and hours of operation.Ĭreate appointment topics, such as new account opening or a specific service request. ![]()
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