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8
votes
1answer
85 views

Is there a way to share account records to a user without sharing to someone above that user in the role hierarchy?

I have an odd sharing requirement. I need almost all accounts to be public read/write for all internal users. A few accounts that are marked as private should only be visible to the owner and a few ...
3
votes
2answers
45 views

role hiearchy and record accessibility

There seems to be some debate on this question- but does the role hiearchy give a user access to records (OWNED BY or ACCESSIBLE TO) by the users who are below them in the role hiearchy? I think it ...
1
vote
1answer
58 views

org wide defaults for an object explanation of settings

If I set up the OWD for an object a, with out sharing rules, manual sharing, or role heiarchy what can we expect to see? For Private- do they see only records they own? or that users in their role ...
4
votes
2answers
63 views

what drives organization-Wide Defaults?

With org wide defaults, and I'm not clear on what drives them. is it the most restrictive privilages for a user's role or profile? , In the foce.com fundamentals book, it's from the view of the ...
4
votes
1answer
86 views

Can HVCP users see all records?

For a custom object, OWD is private View all is unchecked Yet, HVCP user can see other people's records for that custom object. Is this expected because HVCP users are not part of Role ...
2
votes
3answers
76 views

How to change a partner license to a regular CRM one?

I need to change one of my partner's license type from Partner to a regular CRM one. This isn't a standard feature, so a manual (data loader + mass update actions will be required) Has any one done ...
2
votes
1answer
68 views

Reporting opportunities for users without roles

As part of our organisation procedures, when a user leaves they are removed from their role. This is to avoid them still appearing in queues etc. which are assigned based on roles. We leave closed ...
3
votes
3answers
293 views

Can I grant different field-level security based on record ownership?

I have some fields on an object that contain private information. While the object itself should be visible to an entire group of users, I would like tighter control over those specific fields: I ...
4
votes
1answer
119 views

Merging two organisations and using Divisions: Is there a catch?

I'm looking into merging two different SF organisations due to licensing restrictions with a third party application that can only integrate with a single org. This orgs serve two different lines of ...