This article helps to fix a bug that Youreka users may experience after migrating to Summer '20.
Before you get started:
These articles might be helpful before you read this one:
After moving to Summer '20, some Youreka customers may experience a disruption in their experience if they are using Youreka for public sites use cases. After moving to the new Salesforce version, when attempting to access a form that his hosted on a Salesforce public site, users may not be able to complete forms.
In most cases, this comes as a result of Summer '20's new Guest User Access restrictions. The two critical changes are as follows:
"Reassign new records created by guest users to the default owner"
In Setup->Sites a checkbox now allows you to assign new records created by guest users to a default record owner, an owner defined on a site-by-site basis. This box defaults to True as an org moves to Summer '20.
Until Winter '21, you have the option to uncheck this box and continue to allow public site guest users to own the records they create. Alternatively, you can choose to check this box, and define a default owner for the new records the guest user will create.
This setting is important to you if your guest site user is creating new records in Salesforce (perhaps new Cases, Accounts, etc.). If you are managing these new records with Assignment Rules and/or queues, you need to consider how the assignment of these new records will ultimately feed into the assignment rules and queues that the organization is using.
"Secure Guest User Record Access"
In Salesforce's words:
"This setting enforces private org-wide defaults for guest users and restricts the sharing mechanisms that you can use to grant record access to guest users. If you have a Salesforce org created before Winter ’20, we recommend that you review the external org-wide defaults, public groups, queues, manual sharing, and Apex managed sharing that you use to grant access to guest users. Then replace the access previously granted by these sharing mechanisms with guest user sharing rules before the security alert is enforced."
When Summer '20 became enabled, most orgs had this setting turned on automatically, restricting the public site guest user with the ability to access records. In order to rectify this, we need to restore access for the public site guest user.
As a short term workaround, Salesforce administrators can visit Setup->Sharing Settings->Edit->Secure Guest User Record Access. Disable this checkbox to restore record access to your Public Site Guest Users. This setting will not be editable as of Winter '21, but if an org is utilizing Summer '20, this setting will be adjustable for the admin.
In most cases, this will fix any Youreka public site access issues. If issues persist, please reach out to us at email@example.com.