Use Sharing Sets with Campaigns, Opportunities, and Orders (Beta)

You can now grant portal or community users access to records that are associated with their campaigns, opportunities, and orders using sharing sets.

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

Note

Note

As a beta feature, Sharing Sets for CRM 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. Contact Salesforce Customer Support to enable this pilot feature. You can provide feedback and suggestions for Sharing Sets for CRM in the Trailblazer Community.

How: To enable Sharing Sets for Campaigns, Opportunities, and Orders in your org, contact Salesforce Customer Support. Specify which object, or all three, you want to use with sharing sets.