Overview
The Multiple-Site Security & Visibility Model is a Salesforce accelerator for organizations that need records to be visible across more than one location, ministry site, program, branch, or operating unit. It uses junction objects, public groups, and automation to manage access across many-to-many relationships.
Business Problem
Many organizations begin with a simple model where each record belongs to one site. That breaks down when staff, volunteers, participants, or records need to be associated with multiple locations. A one-site model can either restrict access too much or expose records too broadly. Administrators then end up maintaining manual sharing exceptions that are hard to audit and difficult to scale.
How It Works
The accelerator introduces a many-to-many participation model using a junction object to connect records to multiple sites. Automation manages the supporting public group membership and sharing logic needed to grant visibility and edit access. This allows records to participate in multiple operating contexts while still limiting access to authorized users. The model supports controlled visibility without making every record globally available.
Where This Fits
This accelerator fits faith-based nonprofits, federated nonprofits, multi-location service organizations, and other groups where people and records cross site boundaries. It can be adapted for ministries, chapters, campuses, field offices, service locations, or regional teams that need scalable Salesforce sharing without relying on manual record-by-record access management. For reuse, the implementation should start by confirming the object model, required fields, record types, status values, ownership rules, and security model in the target Salesforce org. The existing pattern can then be adjusted for naming, page layout placement, validation rules, reporting needs, and integration points. Sample records should be used to test the automation path, exception handling, and user-facing screens before rollout. This keeps the accelerator grounded in the original delivered pattern while allowing the details to fit the new organization and its operating process fully.