Share Data with Partners via External Account Hierarchies

External account hierarchies take the complexity out of sharing data. Now partners and customers can easily share data with other external accounts in their hierarchy.

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

Who: This feature is available to Partner and Customer users only.

What: Like Salesforce role hierarchies, data that belongs to accounts in an external account hierarchy is available to the parent in the hierarchy. As a result, external users don’t have to rely on sharing rules to access data from their child accounts.

How: Enable external account hierarchies in Communities Settings. After you enable the preference, the External Account Hierarchy object is available in your org.