The "Customer Community User" for the contact "Edna Frank" is not created properly.
Expand Your Reach with Communities >> Community Rollout Strategy >> Create Community Users and a Sharing Set.
Challenge ==>
Set up a communities user and a sharing set
In this challenge, you set up the external sharing model, create a sharing set, and create a customer community user. First, set up the external sharing model with Case set to private. Then, enable Customer Portal settings, and create a sharing set titled Share cases with customers for the Customer Community User Profile. In this sharing set, grant customer community users read and write access to the case object for all cases associated with their account.
- Ensure that your DE org user has a role assigned.
- Create a customer community user from Edna Frank's contact record. (Your DE org should already have a contact record for Edna Frank. If it doesn't, create a new contact with first name Edna and last name Frank.)
- Ensure that the account associated with Edna Frank has cases associated with it.
- Ensure that sharing set mapping is set to User:Account = Case:Account.
Error ==>
The "Customer Community User" for the contact "Edna Frank" is not created properly.
Things to remember:
1) Start this challenge in a completely new org(Trailhead Playground)
2) Check whether Edna Frank is available in All Contacts. If not, then create a new Contact with First Name = 'Edna' and Last Name = 'Frank'.
3) Edna Frank does not need any role.
4) At least 1 case should be associated with Edna Frank Contact.
5) You(admin) should give yourself some role; example: CEO.
6) Check whether the OWD for Case is set to Private.
7) Setup Communities.
8) Make Edna Frank a customer community user.
9) Create a sharing set "Share cases with customers" where User:Account = Case:Account
Sharing Settings
Sharing set should be configured like this:
Edna Frank User
Check the User License and Profile correctly:
Admin(You)
Go to your own user record and make sure there's a role assigned to yourself:
The "Customer Community User" for the contact "Edna Frank" is not created properly.
Things to remember:
1) Start this challenge in a completely new org(Trailhead Playground)
2) Check whether Edna Frank is available in All Contacts. If not, then create a new Contact with First Name = 'Edna' and Last Name = 'Frank'.
3) Edna Frank does not need any role.
4) At least 1 case should be associated with Edna Frank Contact.
5) You(admin) should give yourself some role; example: CEO.
6) Check whether the OWD for Case is set to Private.
7) Setup Communities.
8) Make Edna Frank a customer community user.
9) Create a sharing set "Share cases with customers" where User:Account = Case:Account
Sharing Settings
Sharing set should be configured like this:
Edna Frank User
Check the User License and Profile correctly:
Admin(You)
Go to your own user record and make sure there's a role assigned to yourself:
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