Conga Product Documentation

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Organization-Wide Default Settings

Digital Commerce application follows Salesforce security model and can be accessed using generic APIs. As a logged in and a guest user, you can only see records and data created by you. You must ensure a user should not access records created by other users.

Note:

As a guest user, to access a record you need to pass the record ID. For example, /orders/:orderId.

To achieve this:

Important:

In case of new custom objects created by you for your implementation, you must explicitly whitelist the custom objects in the Storefront object.

To update the default external access

  1. Go to Setup > in the Quick Find box, search and select Sharing Settings.
  2. Click Edit.
  3. Update the default external access for a list of objects as shown in the table below:

    Objects

    Default Internal Access

    Default External Access

    Grant Access Using Hierarchies

    Lead

    Public Read/Write/Transfer

    Public Read/Write/Transfer

    Checked

    Campaign

    Public Full Access

    Public Full Access

    Checked

    Price Book

    Public Read/Write

    Public Read/Write

    Checked

    Individual

    Public Read/Write

    Public Read/Write

    Checked

    Api Cache

    Public Read/Write

    Public Read/Write

    Checked

    Attribute Value Matrix

    Public Read/Write

    Public Read/Write

    Checked

    Batch Job (CPQ)

    Public Read/Write

    Public Read/Write

    Checked

    Billing Preference

    Public Read/Write

    Public Read Only

    Checked

    Category

    Public Read/Write

    Public Read/Write

    Checked

    CategoryTranslation

    Public Read/Write

    Public Read/Write

    Checked

    Charge Group

    Public Read/Write

    Public Read/Write

    Checked

    Charge Type

    Public Read/Write

    Public Read/Write

    Checked

    Clause Approval

    Public Read/Write

    Public Read/Write

    Checked

    Collaboration Request

    Public Read/Write

    Public Read/Write

    Checked

    Config Settings

    Public Read/Write

    Public Read/Write

    Checked

    Constraint Rule

    Public Read/Write

    Public Read Only

    Checked

    Custom Message

    Public Read/Write

    Public Read Only

    Checked

    Guided Selling Rule

    Public Read/Write

    Public Read/Write

    Checked

    Help Doc

    Public Read/Write

    Public Read/Write

    Checked

    IDE Provision

    Public Read/Write

    Public Read/Write

    Checked

    Incentive

    Public Read/Write

    Public Read/Write

    Checked

    Incentive Exclusion

    Public Read/Write

    Public Read/Write

    Checked

    Incentive Group

    Public Read/Write

    Public Read/Write

    Checked

    Payment

    Public Read/Write

    Public Read/Write

    Checked

    Payment Term

    Public Read/Write

    Public Read/Write

    Checked

    PentestEx

    Public Read/Write

    Public Read/Write

    Checked

    Permission Set Relationship

    Public Read/Write

    Public Read/Write

    Checked

    Price Dimension

    Public Read/Write

    Public Read/Write

    Checked

    Price List

    Public Read/Write

    Public Read/Write

    Checked

    Price Ruleset

    Public Read/Write

    Public Read/Write

    Checked

    Product Attribute Group

    Public Read/Write

    Public Read/Write

    Checked

    Product Attribute Matrix View

    Public Read/Write

    Public Read/Write

    Checked

    Product Attribute Rule

    Public Read/Write

    Public Read/Write

    Checked

    Product Attribute Rule View

    Public Read/Write

    Public Read/Write

    Checked

    Product Constraint

    Public Read/Write

    Public Read/Write

    Checked

    Product Constraint View

    Public Read/Write

    Public Read/Write

    Checked

    Product Default Rule

    Public Read/Write

    Public Read/Write

    Checked

    Product Filter View

    Public Read/Write

    Public Read/Write

    Checked

    Product Footnote

    Public Read/Write

    Public Read/Write

    Checked

    Product Group

    Public Read/Write

    Public Read/Write

    Checked

    Product Information

    Public Read/Write

    Public Read/Write

    Checked

    Product Option Component

    Public Read/Write

    Public Read/Write

    Checked

    Product Translation

    Public Read/Write

    Public Read/Write

    Checked

    Proposal Document Output Format

    Public Read/Write

    Public Read/Write

    Checked

    Storefront

    Public Read/Write

    Public Read/Write

    Checked

    Tax Certificate

    Public Read/Write

    Public Read Only

    Checked

    Tax Code

    Public Read/Write

    Public Read Only

    Checked

    Template

    Public Read/Write

    Public Read Only

    Checked

    Template Locale

    Public Read/Write

    Public Read Only

    Checked

    Temp Object (Comply)

    Public Read/Write

    Public Read/Write

    Checked

    Temp Object (CPQ)

    Public Read/Write

    Public Read/Write

    Checked

    Temp Renew

    Public Read/Write

    Public Read/Write

    Checked

    Temp Renew Asset Group

    Public Read/Write

    Public Read/Write

    Checked

    Temp Renew Asset Line Item

    Public Read/Write

    Public Read/Write

    Checked

    Term Exception

    Public Read/Write

    Public Read/Write

    Checked

    User View

    Public Read/Write

    Public Read/Write

    Checked

  4. Click Save.

To whitelist custom objects in the storefront

  1. Click All tabs and click Storefronts.
  2. From the list of storefronts, select your Storefront.
  3. Enter all the custom objects API names in the API Objects field with coma separated values.


  4. Click Save.

To ensure the user visibility settings is disabled

  1. Go to Setup > in the Quick Find box, search and select Sharing Settings.
  2. Click Edit.
  3. Scroll down to the User Visibility Settings related list and uncheck the following:


    • Portal User Visibility
    • Site User Visibility
  4. Click Save.

To create sharing sets

  1. Go to Setup > in the Quick Find box, search and selectDigital Experiences > Settings .
  2. In the Sharing Sets related list, click New to create a sharing set, or click Edit to edit a sharing set.
  3. In the Sharing Set Edit page, fill in the Label and Sharing Set Name fields. Label is the sharing set label as it appears on the user interface. Sharing Set Name is the unique name used by the API.
  4. Enter a description.
  5. Select the following profiles to provide access.
    • Customer Community User
    • Partner Community User
      Note:

      You can have one sharing set per profile only.

  6. Search and select Opportunity from the list of available objects.
  7. In the Configure Access section, click Set Up to configure access for the selected profiles.
  8. Grant access based on an account lookup:
    • To determine the account lookup on the user, select a value in the User dropdown list.
    • To determine the account lookup on the target object, select a value in the Target Object field.


  9. From Access Level, select Read Only.
  10. Click Update, then click Save.