Salesforce customer community user account share

参考文献：

https://help.salesforce.com/s/articleView?id=sf.shared_contacts_set_up.htm&type=5

Set Up Contacts to Multiple Accounts

此次需求是客户没有购买salesforce partner license。使用customer community user无法通过sharing rule 来分享account记录。下面通过在account创建一个lookup 字段关联contact。

按照这个描述配置。就能够将关联的记录share给需要的人。

Digital Experiences and select Settings to create a sharing set. Under Configure Access, select Contact.RelatedAccount in the User dropdown list and Account in the Target Object field.

1. If you’re already using Account Contact Roles or a custom-built solution with a junction object, review how those solutions compare with Contacts to Multiple Accounts.
2. From Setup, enter Account Settings in the Quick Find box, then select Account Settings.
3. Select Allow users to relate a contact to multiple accounts.
4. You can use custom fields to capture unique information about relationships—for example, the best time to call a contact. Now is a good time to set that up. From the object management settings for Account Contact Relationship:
   • In Lightning Experience, go to Fields & Relationships.
   • In Salesforce Classic, go to Fields.
5. Make sure to include the most relevant fields in your Account Contact Relationship page layout. From the object management settings for Account Contact Relationship, go to Page Layouts.

   If you make an Account Contact Relationship field required, set a default value for the field. Otherwise, users can’t save contacts they create.

6. Add the Related Contacts related list to the account page layouts your reps use.Because the Related Contacts related list automatically includes all direct contacts, you can remove the Contacts related list on your account page layouts.

   TIP Easily see who’s a direct contact for the account when you add the Direct field to the Related Contacts related list.

7. Add the Related Accounts related list to the contact page layouts your reps use.

   TIP Easily see which account is the contact’s primary account when you add the Direct field to the Related Accounts related list.

8. If you use person accounts, from Salesforce Classic, add the Related Accounts and Related Contacts related lists to the person account page layouts your reps use.
9. Decide whether you want to prevent activities from automatically rolling up to a contact’s primary account. If so, from Setup, go to the Activities Settings page and deselect Roll up activities to a contact's primary account.
10. If you want to look at the relationships between contacts and accounts, create custom report types.
11. You can create Experience Cloud site users from Contacts to Multiple Accounts. To grant access to their records, in Setup, search for Digital Experiences and select Settings to create a sharing set. Under Configure Access, select Contact.RelatedAccount in the User dropdown list and Account in the Target Object field.