Company-scoped objects' workflow tasks do not get assigned to users with only site-scoped roles

Issue

• Given:
  • A company-scoped custom object
  • A workflow assigned to the above-mentioned object (at Global Menu > Applications tab > Workflow section > Process Builder > Assignments tab)
  • And a workflow task assigned to a Site Role
• Outcome:
  • The workflow tasks do not get assigned to the corresponding users (with the above-mentioned site role)

Environment

• Quarterly Releases

Resolution

This behavior is expected. The object in the above description is company-scoped, while the users assigned to review them only have site-scoped roles.

To correct this, choose either of the following options:

1. Use Site-Scoped Objects
   1. Recreate the object with Site scope. (Object scope cannot be changed after publishing.)
   2. Assign the workflow. Site-scoped objects' workflows are assigned differently than Company-scoped objects.
      • Company-scoped objects: Global Menu > Process Builder > Assignments
      • Site-scoped objects: Product Menu > Configuration > Workflow
2. Assign Users a Regular Role (If object entries must be shared across multiple sites)
   1. Create a Regular Role. Grant the role permissions for the object.
   2. Assign the role to Site Members, following the steps in Assigning Users to Roles.

Further Reading:

• Object Scopes
• Understanding Roles and Permissions