Salesforce Experience Cloud has three types of user licenses that are intended as long-term replacements for the legacy portal licenses and these licenses have different capabilities for Salesforce Experience Cloud and Record Sharing to ot’s users.
- Customer Community — for high-volume user. upper cap 10M
- Customer Community Plus — role-based Customer Community license, upper cap 2M
- Partner Community — For Sales Partner, upper cap 2M
Below decision tree will help to decide the right Community license for your organization
Record Sharing to Experience Cloud User
There Is only one feature in Salesforce to share a record with a Customer Community user: Sharing Set. The other sharing options are only available to the Customer Community Plus or Partner Community license via Groups, Roles
Sharing Set: Grant a user access to records based on affiliation with the user’s contact or account. A relation with Account or Contact is a must to share the object record via Sharing ser. The rule is something like for a requirement share the cases which are raised by a community user User.Contact=Case.Contact
Share Group: Members of this share group can access any records owned by high-volume portal users in the associated sharing set. Note that members’ access to the records is not restricted to the objects defined in the sharing set.
Use share groups to share records owned by an external user (Customer Community or High-Volume Customer Portal ) with internal users, partner users, or other Customer Community users in the same account.
Sharing Rule: Just like other Salesforce internal users, Owner and Criteria-based sharing rules can be used to share records within the Partner Community and Customer Community Plus.
Apex sharing is not available for Customer Community users, only available to the Customer community plus or Partner Community license
Role Hierarchy: Partner Community and Customer Community Plus can have Role Hierarchy, max 3 roles (Executive, Manager and User) and then Executive reports to Internal Channel Manager.
Delegate External User Administration
If partner organizations have many users, you can delegate user administration to external users within their own Account, access is given in their Profiles
Super User Access to a Partner User or CC+
grant access to all records for the account to certain users. Super users can get insights into the records of other partner users who are at their role level or below them in the role hierarchy. Superusers can access records according to their level of permission. For example, if a manager with full access to cases is granted Super User Access, then they can view and edit cases of other managers and their direct reports. A different manager who has read-only access to cases can only view the cases of other managers and their direct reports, even as a Super User. Available for Partner Community, Customer Community Plus
Delegated Account Management
Give external users the power to manage account members and account brand information. Available for Partner Community, Customer Community Plus