Salesforce Docs Portal

Create a Sharing Rule for Contactless Signature

Add a sharing rule to share service report records with the guest users.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
The Field Service Appointment Assistant managed package and permission set license are required.
User Permissions Needed
To create a sharing rule: Customize Application
  1. From Setup, in the Quick Find box, enter Security, and then select Sharing Settings.
  2. For manage sharing settings, select Document Recipients.
    Sharing Settings
  3. Under Sharing Rules, click New.
  4. For Rule Type, select Guest user access, based on criteria.
  5. Enter the sharing criteria.
    1. For Field, select Status.
    2. For Operator, select not equal to.
    3. For Value, enter Completed.
  6. Select to include records owned by high-volume users.
  7. Share the rule with <Your Site Name> Site Guest User.
  8. Save the rule.