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Alfresco Content Connector for Salesforce

Salesforce Community

Support for Salesforce Community allows external Salesforce Community Members to store and access documents in Alfresco. To provide access and share documents with external Salesforce Community Members, internal Salesforce users need to perform a series of actions. Before you begin, ensure your internal Salesforce users have been added to the GROUP_SALESFORCE_MODERATORS group in Alfresco Content Services, for more see Configure Salesforce Community. This documentation describes a Salesforce Case object, however any standard or custom object can be shared externally with Community Members.

Note: Support for Salesforce Community is only available when using Alfresco Cloud (PaaS).

Lightning Experience

  1. See Create an Experience Cloud Site pg. 51

  2. See Add Members to Your Experience Cloud Site pg. 54

  3. Share content externally to Community Members Lightning Experience

Share content externally to Community Members Lightning Experience

  1. Log in to Salesforce.

  2. Log in as an administrator to Alfresco Share in the Canvas app.

    lightning-alfresco-tab

  3. Click the down arrow next to Cases and then New Case.

    lightning-create-case

  4. Select the required Case Origin and any other information needed for the case. Click Save.

    lightning-new-case

  5. Click the drop down arrow next to Change Owner and select Sharing.

    create-new-lightning-page

  6. Click the drop down arrow in the search bar and select Public Group.

    lightning-public-group

  7. Type all into the search field and select All Customer Portal Users.

    lightning-portal-users

  8. Click the Case Access field and select the type of access required for this case. Click Save.

    lightning-share-access

  9. Click the Create drop down list and select Folder.

    lightning-create-folder

  10. Enter the details you require for your new folder and then click Create.

    lightning-details-folder

  11. Click the Actions drop down list and select Share Externally.

    lightning-share-externally

  12. Select the Salesforce Community Name you would like to share with and the Users. Click Save.

    lightning-externally-select

You will see a Salesforce Community Member Access message. The result of the performed actions is that when the Community Member logs into Salesforce they will see the case in their All Open Cases list.

Salesforce Classic

  1. See Create an Experience Cloud Site pg. 51

  2. See Add Members to Your Experience Cloud Site pg. 54

  3. Share content externally to Community Members Salesforce Classic

Share content externally to Community Members Salesforce Classic

  1. Log in to Salesforce.

  2. Click Alfresco Repository and Log in as an administrator to Alfresco Share in the Canvas app.

    lightning-alfresco-tab

  3. Click Cases and click the Create New drop down list and then select Case.

    classic-create-case

  4. Select the required Case Origin and any other information needed for the case. Click Save.

    classic-new-case

  5. Click the Sharing button above the case.

    classic-sharing

  6. Click the Add button.

    classic-sharing-add

  7. Search Public Groups and add All Customer Portal Users to the Share With column. Click Save.

    classic-sharing-groups

  8. Click the Create drop down list and select Folder.

    classic-create-folder

  9. Enter a name for the folder and click Create.

    classic-name-folder

  10. Click the Actions button and select Share Externally.

    classic-share-externally

  11. Select the Salesforce Community Name you would like to share with and the Users. Click Save.

    lightning-externally-select

You will see a Salesforce Community Member Access message. The result of the performed actions is that when the Community Member logs into Salesforce they will see the case in their All Open Cases list.

Community Member accessing shared content

  1. Log in to Salesforce Community.

  2. Click the My Open Cases drop down list and then select All Open Cases.

    lightning-open-cases

  3. Click the link of the case number that has been shared with you to open it.

    lightning-all-new

  4. Log in as a Community Member to access the case and documents linked to the case.

    lightning-alfresco-tab

Community Members can download and view documents linked to the case. They can also upload documents to the case that will get stored in Alfresco.

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