Learn how to configure External Account Hierarchies in Salesforce Experience Cloud to provide partner account visibility into child account cases.
Table of Contents
Question
Northern Trail Outfitters has a network of resellers who are Partner Community users. One of the resellers has requested that their parent company get View access to cases created by their child companies.
Which functionality will meet the requirement best?
A. Manually share cases.
B. Create a Sharing Set for the Account.
C. Move users who need case access to a higher level in the Role Hierarchy.
D. Configure an External Account Hierarchy.
Answer
D. Configure an External Account Hierarchy.
Explanation
This choice allows the parent company (partner account) to automatically gain visibility into cases logged by its child companies (partner accounts) within the hierarchy.
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