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* feat: migrate exp lwr site knowledge docs to skill * feat: small wording adjustment * feat: stricter wording for loading reference docs * feat: incorporate new guest user fix * feat: rename docs to use verb and update some wording * feat: updating wording * feat: wording adjustments * fix: resolve pr comments * fix: rm old references * fix: rm extra comma * fix: make LLM always load the reference docs * fix: wording * feat: incorporate core changes and wording updates * fix: guest user name * fix: stricter wording * fix: revert to repeat instructions * fix: rm "manual" to avoid confusion * fix: updating mcp tools calls instructions * feat: handle component slots * fix: add MCP hints for objectList --------- Co-authored-by: Jeff Carey <jeffrey.carey@salesforce.com> Co-authored-by: Hemant Singh Bisht <hsinghbisht@salesforce.com>
1.7 KiB
1.7 KiB
Guest User Sharing Rules (Public Sites Only)
Use when the user explicitly wants to make the site public (accessible to unauthenticated visitors). If the site is private/login-required, guest sharing rules are not needed. If sharingRules metadata is not available locally in force-app/main/default/sharingRules, retrieve it from the org before creating new rules.
Retrieve Full SharingRules Schema
Use the metadata MCP tool with metadataType "SharingRules" to retrieve schema.
XML Example
<?xml version="1.0" encoding="UTF-8"?>
<SharingRules xmlns="http://soap.sforce.com/2006/04/metadata">
<sharingGuestRules>
<fullName>ShareAccountsWithSiteGuest</fullName>
<accessLevel>Read</accessLevel>
<includeHVUOwnedRecords>false</includeHVUOwnedRecords>
<label>Share Accounts With Site Guest</label>
<sharedTo>
<guestUser>[site Guest User's CommunityNickanme]</guestUser>
</sharedTo>
<criteriaItems>
<field>Name</field>
<operation>notEqual</operation>
<value>null</value>
</criteriaItems>
</sharingGuestRules>
</SharingRules>
Critical Requirements
- SharedTo Element: Must use
<guestUser>{site Guest User's CommunityNickanme}</guestUser>(not URL path prefix). - includeHVUOwnedRecords: Required field. Set to
falseunless records owned by high-volume site users should be included. - One XML file per object: Put all rules for a given object in one file. Do not create additional.
Common Mistakes
- Using
<role>or<group>instead of<guestUser>in sharedTo - Omitting the required
includeHVUOwnedRecordsfield - Using
includeRecordsOwnedByAll(that's forsharingCriteriaRules, not guest rules)