Setting up guest users in your Experience Cloud site requires a number of different settings and configurations. Use this high-level checklist to help you keep track of all the tasks and considerations.
Required Editions
| Available in: Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Applies to: LWR, Aura, and Visualforce sites |
Complete Your Initial Setup
Configure guest user access for your Experience Cloud sites
and pages.
Review best
practices for configuring the guest user profile.
Configure the guest user
profile.
Create guest user sharing rules to grant record
access.
Review site
user visibility best practices for guest users. Then, configure guest user
visibility.
Assign records created by
guest users to a default user.
Manage an Existing Setup
Review guest
user object, record, and field access for sites.
Get a detailed report of
guest user record visibility using an AppExchange package.
Reassign records owned by guest users.
Remove guest users
from queues and public groups.
Remove
records shared with guest users through manual sharing or Apex managed sharing.
Respond to Incidents
If you think that guest users have access to records and data that they shouldn’t have, deactivate the site and guest users.
Deactivate guest users by deselecting Guest users can see and interact
with the site without logging in.