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  • New Guest User Security Policies

    With the Summer '20 release, Salesforce is making changes to "Guest User Security Policies." Will these changes impact how the C&P apps integrate with Salesforce? Is there anything that we need to do prior to the update to ensure that integrations aren't impacted?

    Thanks,

    Chris

  • #2
    Good day @ctugwell

    Summer 20 is under the testing, once we are done we will make a release.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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    • #3
      Ok. The release is 1 week away and I'm not certain when the following are activated:
      I
      n the Summer ’20 release, Salesforce is enabling the following three settings.
      • Setting name: Secure guest user record access
        • To access this setting, from Setup enter Sharing Settings in the Quick Find box.
        • Select Sharing Settings.
      • Setting name: Assign new records created by guest users to the default owner
        • To access this setting, from Setup enter Communities Settings in the Quick Find box.
        • Select Communities Settings.
      • Setting name: Assign new records created by the Salesforce Sites guest users to a default owner in the org
        • To access this setting, from Setup enter Sites in the Quick Find box.
        • Select Sites.
      That click and pledge will work as expected. What are you proposing that we do: Opt out of the update? Or, will you have your update prior to Salesforce's update?

      Chris

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      • #4
        Until now we don't found any issues with Summer 20 in the sandbox, all are working fine. After the summer 20 update in production, we will make a release with the compatible version of Summer 20.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          I have the same question about the Winter '21 release. I received the below email today, and double checked the C&P Default Profile (guest user license) to check on those permissions. We have "View All" permissions turned on for a number of custom C&P objects. Is there anything we need to do prior to the release to make sure it doesn't affect our operations?

          Comment


          • #6
            Good day @cyrch

            We have updated our permission sets accordingly. The compatible version will be out in the last week of this month.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              Perfect! Thank you.

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