How can the Technical Consultant ensure that cases created by the support team are visible to external users on the Experience Cloud site?

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The best approach for ensuring that cases created by the support team are visible to external users on the Experience Cloud site is to create or modify a sharing set for the profile used for the site. Sharing sets allow you to control the visibility of records based on user profiles, which is particularly important for external users who need specific access while maintaining data security and integrity.

By implementing a sharing set, the Technical Consultant can define which records (in this case, cases) are automatically shared with users of a specific profile, such as customers or partners on the Experience Cloud site. This granular control ensures external users can view and potentially interact with cases relevant to them without exposing all data in the organization, aligning with best practices for data sharing and user access.

The other options approach visibility from different angles:

  • Modifying Organization-Wide Default settings for Cases to Public Read/Write would grant broader access than necessary, potentially exposing sensitive information to all users, including internal staff, which is typically not advisable.

  • Creating or modifying a permission set might provide access to cases but does not specifically address the visibility within the context of the Experience Cloud site as effectively as a sharing set.

  • Creating or modifying a share group for the profile used may also lead to increased visibility but does

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