External sharing of manufacturing records with portal users
Key Takeaway
Portal users' access is set at three separate levels: objects, fields, and records. For records, start from the External Access organization-wide default and open access with tools such as sharing rules and sharing sets.
When a manufacturer opens an Experience Cloud partner portal in Agentforce Manufacturing, partners, distributors, and suppliers log in as external users. External sharing decides which objects, fields, and records those users can see. The goal is that partners get what they need to collaborate and nothing more.
The partner portal
A manufacturer can build a partner portal with Experience Cloud to work with partners, distributors, and suppliers on business such as sales agreements, forecasts, and rebate programs. Partners log in to track orders, work orders, and warranties. They also see activity on their assets, leads, and opportunities.