This article describes the steps and most strict Sharing Settings required for GoMeddo to function correctly in a Digital Experience which is used by guest users. Depending on what you want to show on the Community , you might need need to share more.High level steps:
Create community for guest user
Create new community and make sure it’s accesible to guest users using the Salesforce documentation.
Create and assign Permission set
Clone the GoMeddo Experience Cloud permission set
Remove all object edit permissions
Give Read Acces to guest users to Event and Contact Object. the Contact Object via the same permission set
Assign this new permission set to the guest user profile corresponding to your experience cloud. You can acces this via the Experience cloud builder and click on the Guest User Profile there in settings.
Change record owner
Change Record Owner from GoMeddo to another user for all objects which need to be accessed by the Guest user .
Enable sharing rules for guest users to the objects which need to be accessed.
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GoMeddo uses the Salesforce Sharing Model to decide which kind of access a user has to objects. You need to define Sharing Rules for this object to give acces to guest users, in order to share it with (groups of) users, based on ownership or criteria. |
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for
Calendar
Dimension
Reservation Type
Reservation
Reservation color
Resource Type
Resource
View
Enabling sharing rules
Enable sharing rules:
Go to Setup
Go to Sharing Settings
Define a criteria based sharing rule for at least the following objects
Availablility
Calendar
Dimension
Reservation Type
Reservation
Reservation color
Resource Type
Resource
View
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