To successfully share records via External Account Relationships, what must be defined?

To successfully share records via External Account Relationships, it is essential to define the sharing criteria and the relationship type. Sharing criteria provides the guidelines for which records can be shared based on specific attributes or conditions, ensuring that only the appropriate data is accessible to external users. The relationship type establishes the nature of the connection between internal and external accounts, specifying how these entities are related and the context in which sharing occurs. Together, these components facilitate a clear and structured method for sharing data, balancing accessibility with security and compliance needs.

The other options focus on aspects that may not directly influence the mechanics of sharing records. User roles for data governance involve internal policies and permissions but do not outline how external sharing is operationalized. Performance metrics and licensing agreements, while important for overall organizational strategy, do not play a direct role in the mechanics of External Account Relationships. Therefore, understanding the sharing criteria and relationship type is fundamental for setting up effective data sharing in Experience Cloud.