Donation Forms & Pages Setup

There will be an upcoming security update in Salesforce that will be enforced in all organisations on March 1, 2020.

Sharing Settings
In the Spring ’20 update, the "Secure guest user record access" setting is automatically enabled in all organisations to minimise the access that guest users have to your organisation's data. 

1. Navigate to Sharing Settings.

• For Lightning Experience users, click the setup icon (top right).
• Search "Sharing Settings" (1) and click into the Sharing Settings option (2).

• Enable the “Secure Guest User Record Access” setting to limit the visibility and access that guest users have to the organisation's data. 

2. Add Accounts Sharing Settings

Scroll down the page and click the "New" button in the "Account Sharing Rules" section.

1. Rule Name: "All HH and Organisation Accounts"
2. Select "Guest user access, based on criteria"
3. Criteria "Account Record Type equals Household Account,Organization"
4. Share with DonationPage Site Guest User.
5. Access Level "Read Only"



3. Add Campaigns Sharing Settings

Scroll down the page and click the "New" button in the "Campaigns Sharing Rules" section.

1. Rule Name: "All Campaigns With Donation Forms"
2. Select "Guest user access, based on criteria"
3. Criteria "Active equals True"
4. Share with DonationPage Site Guest User.
5. Access Level "Read Only"