Sharing Settings
All core objects used by the Alerts system (Notices, NoticeBoards, Notifications, etc.) are set to Private by default. To enable collaboration among publishing teams, Unaric uses Public Groups and Sharing Rules. These tools let organizations control who can publish Notices, who can manage NoticeBoards, and who can track delivery and engagement.
Setup sharing settings
1. Create a Public Group
If more than one user collaborates on a NoticeBoard (e.g., drafting or approving Notices), you should create a Public Group specific to that NoticeBoard. Each Public Group should include all users who will act as Notice Owners for that board.
To learn how to create Public Groups in Salesforce, see Salesforce's documentation article Public and Personal Groups.
Use a consistent naming convention like NB: Training, NB: Compliance, or NB: Product Marketing to keep publishing groups organized.
2. Add Data Sharing Settings for NoticeBoard objects
Once your Public Group is set up, configure Sharing Rules on NoticeBoard objects. Below is an example using a Public Group named NB: Training:
Object | Sharing Type | Rule | Access Level |
|---|---|---|---|
NoticeBoard | Record Owner | Public Group = NB: Training | Read Only |
Notice | Record Owner | Public Group = NB: Training | Read/Write |
Notification | Criteria-Based | Notification:NoticeBoard Name = Training, Public Group = NB: Training | Read/Write |
Recipient Group | Record Owner | Public Group = NB: Training | Read/Write |
Troubleshooting access
If a user cannot access a Notice, Help Topic, or Notification:
Confirm the correct Permission Set is assigned.
Check Sharing Settings for the relevant object (e.g., is the Notice shared with them?).
Ensure the user is part of a Recipient Group or has been selected individually for the Notice.
Review Field-Level Security to discard if the issue is related to visibility inside Salesforce pages.