Info |
---|
This article describes the configuration steps and most strict Sharing Settings required for GoMeddo to function correctly in a Experience Cloud site which is used by unauthenticated Guest users. Depending on what you want to show on the Experience Cloud site , you might need need to share more Keep in mind that GoMeddo is a native Salesforce application built with custom objects. This means you will need to follow Salesforce best practices around object sharing and permissions. This article tries to touch upon the most common requirements, but these may differ from what your use case needs. |
1. Create Experience Cloud site for Guest user
...
Clone the GoMeddo Experience Cloud permission set
Remove all Object Edit permissions (you can leave the Field permissions)
Give Read acces to guest users to the Contact Object
Assign this new permission set to the Guest User corresponding to your Experience Cloud site. You can acces this as follows:
Go to your site’s Builder
Click on Settings
In General click on the Guest User Profile
Click on View Users
Click on the user name under Full Name
Scroll to Permission Set Assignments and assign the permission set you just created
Scroll to Managed Packages and assign a GoMeddo licence. You can skip this step on Sandbox orgs
Using Screen Flows?
Follow this article to give Guest Users access to specific Screen Flows.
...
Go to Setup
Go to Sharing Settings
Define a Guest user access, based on criteria based sharing rule for at least the following objects (this list will be longer if you use more GoMeddo functionality)
AvailablilityAvailability
Calendar
Dimension
Reservation Type
Reservation
Reservation color
Resource Type
Resource
View
These settings allow you to show you a very basic calendar to a Guest user and make a reservation. If you want to show more, you might need to add more sharing rules based on the specific you want to show.
5. Done
Done! Unauthenticated users should now have access to your Experience Cloud site with GoMeddo functionality. Keep in mind that GoMeddo is a native Salesforce application built with custom objects. This means you will need to follow Salesforce best practices around object sharing and permissions. This article tries to touch upon the most common requirements, but these may differ from what your use case needs.
Related articles
Filter by label (Content by label) | ||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...