External Account Hierarchy (Beta)

Now users with Partner Community and Customer Community Plus licenses can view the records of other external users within their account hierarchy. External account hierarchies take the complexity out of sharing data with external users.

Where: This change applies to Lightning and Salesforce Tabs + Visualforce communities accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

Note

Note

As a beta feature, External Account Hierarchy is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. For information on enabling this feature in your org, contact Salesforce Customer Support.

Why: Like Salesforce role hierarchies, data belonging to accounts in an external account hierarchy is available to the parent accounts in the hierarchy. This way, external users don’t have to rely on sharing rules to access data from their child accounts.

How: When your enrollment in this beta program is complete, enable external account hierarchies in Communities Settings. After you enable the preference, the External Account Hierarchy object is available in your org.