IMPORTANT CRITICAL UPDATES: Public Security Policies

You might already notice that your organization switched to Winter 21  and the public site security policies are enforced and can no longer be disabled.

The following settings have been enabled:

  • Secure guest user record access (Setup – Sharing Settings)

These sharing settings separate external org-wide defaults for registered users and guest users in Salesforce communities. The security update enforces the Private owd (org-wide default) sharing model for all objects for new and existing guest profiles and restricts the sharing mechanisms that you can use to grant record access.

As far as the “Secure guest user record access” setting enabled, the only way how you can share records with guest users is to create sharing rules in Salesforce.

To provide guest users with access to records, you should use a guest user sharing rule a special type of Salesforce criteria-based sharing rule that can grant Read-Only access.

Restrictions: guest users can no longer be members of a salesforce public group or queue, and manual sharing and Apex managed sharing is no longer available for guest users.

  • Assign new records created by guest users to the default owner (Setup – Community Settings)

Guest users are no longer the records owners. New records created by guest users will be automatically assigned to a default user. The default user is the one who has created the community.

You can also change the default records owner in Experience (Community) Workspaces – Administration – Preferences.

Also, from  Winter ’20, Salesforce restricted the use of standard external profiles by default. You can enable the “Allow using standard external profiles for self-registration and user creation” feature in Setup – Community Settings, however.

  • Let Guest Users See Other Members of This Community Setting Disabled

The setting “Let guest users see other members of this community”, is turned off by default in all Salesforce orgs With the Winter ’21 release.

However, you can turn the setting back on in Experience (Community) Workspaces – Administration – Preferences.

In addition, the following guest user object permissions are turned off with the Winter ’21 release and removed with the Spring ’21 release.

  • Edit
  • Delete
  • Modify All
  • View All

The preceding permissions are turned off for custom objects and the following standard objects: Order, Survey Response, ProfileSkillUser, and ProfileSkillEndorsement.

Potential Impact to Your Org with the Winter ’21 Release

All mentioned public security policies that have been enforced may affect your organizations and public communities in the following scenarios:

To avoid any potential impact on your organizations, check and prepare for upcoming release updates in Setup – Release Updates.

IMPORTANT CRITICAL UPDATES: Restricted Access to Apex Classes, Custom Metadata and Settings

Hello, dear Friends! 

In this post, we want to remind you about what are the latest critical updates activated by Salesforce that may impact the usage of our applications and community itself for portal and guest users.

We strongly advise paying attention to the following Salesforce notification about critical updates, that are enforced in the nearest future and may affect the use of our components:

Restrict Access to @AuraEnabled Apex Methods for Guest and Portal Users

This critical update restricts access to Apex classes used by Aura and Lightning web components for portal and guest users.

All AC Lightning components refer to Apex Classes, we recommend checking and granting appropriate access for external users to avoid the component malfunctioning on the community. 

To set Apex class security from a profile or permission set:

Apex class security
  • From Setup, enter Profiles or Permission Set that you want to grant access to
  • Select a profile
  • In the Apex Class Access page or related list, click Edit
  • Select the Apex classes that you want to enable from the Available Apex Classes list and click Add
  • Click Save
Apex Class Access page

More information about Salesforce updates you can find in Release Notes.

Require Customize Application permission for direct read access to custom metadata types

This update will remove read access to custom metadata types for users without the Customize Application permission.

This change will affect the following Lightning components: AC E-Commerce, AC Member Directory, AC Partner Marketplace, AC Resource Booking, AC Images and Videos Gallery.

To grant a profile or permission set read access to a custom metadata type:

  • Go to the profile or permission set that you want to grant access to
  • Under Enabled Custom Metadata Type Access, click Edit
  • Add the custom metadata type to the list of enabled custom metadata types
rant a profile or permission set read access to a custom metadata type

More information on Salesforce critical updates you can find in Release Notes.

Require Customize Application permission for direct read access to custom settings

This update will remove read access to custom settings for users without the Customize Application permission.

This change will affect the following Lightning components: AC Ideas Enterprise, AC Payments and Donations, AC KnowledgeManagement Enterprise, AC Events, Knowledge (Classic), AC Blog.

To grant a specific profile or permission set read access to custom settings:

  • Search for Profiles or Permission Sets from Setup, then click the name of the profile or permission set
  • Click the Custom Setting Definitions permission
  • Click Edit, add the custom setting to the Enabled Custom Setting Definitions list, then click Save
permission set read access to custom settings

More information on Salesforce updates you can find in Release Notes.

We recommend using an Enhanced Profile User Interface to view the full list of available Apex classes, Custom Settings, and Metadata Types. Enable Enhanced Profile User Interface in Setup – User Management Settings.

Enhanced Profile User Interface

The list of all appropriate Apex Classes, Custom Settings,  and Metadata Types you can find in the documentation for each component. 

To see all upcoming critical updates in your Salesforce org, go to Setup – Release Updates.

If you have any questions or problems, do not hesitate to contact us at support@advancedcommunities.com

How to create a perfect Knowledge Base for your Community

Recently, we rolled out the new release of our AC Knowledge Management Enterprise application. Unfortunately, this release could cause some issues to organizations with the old versions of Knowledge due to the new property we have added to the component settings.

To remedy possible issues with displaying knowledge articles, you need to delete the “AC Knowledge Detail” component from the “Article Detail” page and add it again in your Community Builder.

Please find the short video of the sequence here: https://drive.google.com/file/d/1GgxVjZoUX7vR2edVGYzTiZpLQyhNaIw0/view 

If you can’t use this method, please check this one: https://drive.google.com/file/d/1ZAULYYxqzrM3Aca0n79mamDteyXiRLaj/view 

In this article, you may find out how to create a perfect knowledge base for your customers, where they can find answers to their questions easily and quickly. Reduce the number of created cases and the support team workload.

The NEW  VERSION of a Knowledge Management component by Advanced Communities has a MODERN slick design and ENHANCED system functionality for your community!

The new design for Knowledge Management is completely adjustable to your community branding.

Knowledge Advanced Navigation

Now AC Knowledge Management Enterprise app is available for use in two different modes/versions, depending on the selected Navigation component. The navigation is carried out by filtering articles by groups and categories (AC Knowledge Filters) or by structured content, which includes a hierarchy of categories, article titles, and sections/anchors (AC Knowledge Advanced Navigation).

Native to Salesforce, AC Knowledge Advanced Navigation is suitable for structured manuals and implementation guides where each article and its order is important.

It is worth mentioning that Knowledge Management with Advanced Navigation mode requires different configuration to the standard version of our app, though it provides more additional features, such as category landing page and custom sort order.

Create an exceptional online knowledge base using custom  Knowledge Categories

With this release, we provide custom functionality to improve the usage of standard data categories.

Standard Salesforce Data Categories are limited with only 40 symbols length. You can organize your Knowledge Base structure with the help of the custom Knowledge Categories object provided in the package. It allows you to create custom category labels of any length. 

Using Knowledge Categories, you can also add a Category Landing page. This is where you can add an image, description, or other information about the category you want to be visible in the category landing page.

One more great functionality that is available with Advanced Navigation is an articles’ sort order.

Define an order number when you create an article and get a clear perfectly-structured online knowledge base on your community!

Other great and useful features

And the following new features are available regardless of the navigation mode used.

Now, when your Knowledge article is rather long and contains lots of info, you can divide it into section anchors and enable collapsible sections.

By the way, the Navigation is Sticky! You may scroll the article up and down and the navigation is always next to you!

Encourage community members to contribute to the Knowledge Base creation by enabling reputation support and awarding them with reputation points for each published article!

Let your most active knowledge users in the community always be on top of things!

Allow community members to follow specific articles and to be notified via email about new article versions.

To let community members quickly find and review the knowledge articles that they follow, we recommend adding the Article Subscriptions community page.

If you still don’t have our AC Knowledge Management Enterprise, contact us at salesteam@advancedcommunities.com to ask your questions and request a demo!

And for those who already use our app, all new features are available on your orgs! You may find the updated documentation on the AppExchange

Watch also a video tutorial about how to set up a Knowledge Case Deflection feature in less than 10 mins.

Advanced Communities is a Salesforce Master Navigator Expert

We’re happy to announce that Advanced Communities now is a proven Master Navigator Expert in Experience Cloud (former Community Cloud) and Specialist II Level in the High Tech industry.

Experts in Experience Cloud

Master Navigator Expert in Experience Cloud (former Community Cloud) is the top level of Salesforce Consulting Expertise.

Salesforce Master Navigator Expert status is given to Partners who meet defined criteria of the Salesforce Partner Program like knowledge, experience, and quality. Advanced Communities has achieved specific goals and delivery objectives, as well as has driven customer success with multiple, validated Salesforce implementations.

Working across multiple industries, we’ve got a wealth of experience in building out, configuring, and developing feature-rich and engaging Salesforce communities for employees, partners and customers, maximising value for our clients’ businesses.

It’s deserved recognition for years of experience and team efforts working with big projects on Experience Cloud (former Community Cloud) for companies such as JFrog, Spotify, Varonis, MuleSoft, BigCommerce, and different non-profit organisations.

Specialist II Level in High Tech

Advanced Communities is also recognized as Specialist II Level in the High Tech industry. By getting this status we have proven our deep expertise in Salesforce and ability to deliver on complex projects in a High Tech industry vertical while maintaining high levels of customer success.

Our team did a great job to achieve it through the great experience of providing services for such big High Tech companies as MuleSoft, CyberArk, and JFrog.

We are glad to get these two Master Navigator levels since it’s the best way of acknowledging our experience. Thank you for choosing Advanced Communities!