GoMeddo Experience Cloud for authenticated users

Owned by Jérôme Vincendon (Unlicensed)
Last updated: Jan 04, 2024
2 min read

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

Create an Experience Cloud site.

2. Create and assign Permission set & License

  1. Assign a GoMeddo license to you Experience Cloud users. You can skip this step on Sandbox orgs

  2. Assign the GoMeddo Experience Cloud User permission set to your users

  3. Make sure the relevant Profiles or Permission Sets have access to the Experience Cloud site via the site’s Administration > Members settings

4. Enabling sharing rules

Enable sharing rules:

  • Go to Setup

  • Go to Sharing Settings

  • Define a Based on criteria sharing rule for at least the following objects (this list will be longer if you use more GoMeddo functionality)

    • Availability

    • Calendar

    • Dimension

    • Reservation

    • Reservation Color

    • Reservation Status

    • Reservation Type

    • Resource Type

    • Resource

    • View

These settings allow you to show you a very basic calendar to an Experience Cloud 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. Expose the calendar

If needed, follow this article to expose the calendar on your site.

6. Screen Flows

If needed, follow this article to give Experience Cloud users access to specific Screen Flows.

7. 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.