Joel Salazar
Salesforce Consultant
The Spring ‘21 release is coming soon, and it brings a fresh start for Community Cloud with a brand-new name — Experience Cloud. The purpose of the new design is to better reflect the many types of connected digital experiences you can create, including portals, websites, help centers, forums, and mobile apps. However, as part of this rename, there were also critical security updates made to the Guest User Profiles for public sites that may affect your business’s customer experience if you are not on top of them.
First, once the new release goes into effect, public sites will need to abide by the following policies:
How to prepare:
For more information on how to install and set up this app, click here.
How to test the impact of changes from Guest User security changes:
To test and determine the impact of guest user security changes, follow the step-by-step instructions on the Guest User Security Test Plan.
What are Guest User Sharing Rules?
Guest User Sharing Rules are a type of criteria-based sharing rule that can grant Read-Only access to guest users. In the Spring ‘20 release, Salesforce enforced private org-wide defaults for guest users to increase the security of your Salesforce data. This means that the only way to share records with unauthenticated users is by using Guest User Sharing Rules.
How to reassign owner to records when created by Guest User:
When a guest user creates a record, the record is assigned to a default active user in the org, who becomes the owner. Here’s how to select a default owner in your org.
How to allow Guest Users to update records:
The functionality outlined above has allowed our clients to continue using Plative’s Volunteer Check-In/Check-Out app.
Summary
As a reminder
Users with Standard External Profiles can no longer log in to Experience Cloud sites such as communities and portals. To give access to your Experience Cloud users, clone the standard external profile that they are assigned to and change object permissions to meet your business needs. Then, assign the cloned profile to the users who access the site.
If you run into trouble…
Get in touch with us! We have experts standing by to help you optimize your Salesforce environment and reap all the benefits of Experience Cloud.
Salesforce
Out with Communities, In with Experience Cloud: How To Prepare for the New Security Updates