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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 authenticated 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
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Create an Experience Cloud site.
2. Create and assign Permission set & License
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
Assign a GoMeddo license to you Experience Cloud users. You can skip this step on Sandbox orgs
Assign the GoMeddo Experience Cloud User permission set to your users
Make sure the relevant Profiles or Permission Sets have access to the Experience Cloud site via the site’s Administration > Members settings
Using Screen Flows?
Follow this article to give Guest Users Experience Cloud users access to specific Screen Flows.
3. Change record owner
Change Record Owner from GoMeddo (or APP) to another user for all objects which need to be accessed by the Guest user for (this list will be longer if you use more GoMeddo functionality)
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Calendar
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Dimension
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Reservation Type
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Reservation
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Reservation color
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Resource Type
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View
4. Enabling sharing rules
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Go to Setup
Go to Sharing Settings
Define a 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! Authenticated 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.
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