The director of advancement at a small college requests report access for a dozen alumni volunteers who will call potential donors. The volunteers will use Customer Community Plus licenses. The consultant has set up a profile for the volunteers.
What should the consultant set up so the volunteers can create and edit reports as external users?
A. Enable the Create and Customize Reports, Report Builder, and Edit My Reports permissions on the Volunteers profile.
B. Create a volunteer public group and a sharing rule that grants Read permissions to reports.
C. Create a new role for the volunteers in the role hierarchy, and grant permissions to Create and Customize Reports.
A. Enable the Create and Customize Reports, Report Builder, and Edit My Reports permissions on the Volunteers profile.
Explanation:
Why Profile Permissions Are Required:
Community users need explicit permissions to create/edit reports
Must enable three key permissions:
• Create and Customize Reports
• Report Builder
• Edit My Reports
Profile-level control is mandatory for external users
Implementation Steps:
Navigate to the Volunteer profile in Setup
Under "Standard Object Permissions", enable report permissions
Verify in Community Workspace
Why Other Options Don't Work: B (Sharing rules): Controls record access, not report creation ability
C (Role hierarchy): Doesn't apply to external community users
Security Best Practices:
Limit report folders to volunteer-specific views
Use IP restrictions if calling from campus
Provide report templates