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0
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0answers
11 views

Delegated user (Admin)

Can a user with a lower role hierarchy be a delegated administrator for a user who is higher on the hierarchy? in salesforce. I have made a profile as delegated admin and assigned some set of ...
1
vote
1answer
29 views

get Activity Owner's Role from the Org Hierarchy

Is there a way to get the Activity Owner's role in the hierarchy as part of a formula?
1
vote
1answer
70 views

If I assign a hierarchy Role to a user, why is the Manager field not updated?

So I understand that you are able to view records of the people that are 'under' you in the role hierarchy. That's quite useful, so we have laid out a tree and properly assigned the users. Now the ...
2
votes
1answer
32 views

Granting read/write to all members in a role

I'm sure there's a way to do this but can't quite figure it out. I have a custom object, and want access to it controlled by the role hierarchy. However, I want everyone at the same role as the ...
2
votes
2answers
156 views

Customer Portal sharing access to existing custom object

We are turning on customer portal and we need new registered portal users to access custom object records already created (aka. the new portal user doesn't own this record). How do we grant access to ...
0
votes
1answer
29 views

limiting access to managers in the same role

what is the best way to limit managers in the same role to being able to only see the records they own and those of their subordinates. Thanks
3
votes
1answer
303 views

Deploy questions

I have several questions regarding what can and cannot be done using Eclipse to deploy. In my next deploy I will be implementing some significant changes to our current schema. This was necessary ...
1
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0answers
91 views

Why can't I see all Position records created by users & other data access questions

It seems that users can only view/edit Position records that they have created. However, I expect records to be readable and editable by users higher in the Role Hierarchy. I also expect records to be ...
3
votes
1answer
42 views

Why there is no createdby and createddate field in UserRole object.?

There are few roles in Org. I need find out who have created this role and when ? I could not see Created Date and Created BY field in User Role Object. Please suggest ..thanks .
3
votes
1answer
218 views

Customer Portal User creation using apex

i creating customer portal user using apex i got this issue as give below. Insert failed. First exception on row 0; first error: UNKNOWN_EXCEPTION, portal account owner must have a role: [] i ...
0
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1answer
37 views

If I create a new set of roles in a developer sandbox will the role ids be the same when I push them to another environment?

I can't test this myself, as I don't have access the other side of the deployment connection. Thanks!
2
votes
2answers
122 views

What is 'Administrator' - in sharing rules?

I have a weird situation, where a user, whom should NOT have access to a specific account, was able to See it Change Account. The account is set in US region, and the user is in Asia. We have ...
5
votes
2answers
569 views

How would sharing rule will work in below scenario

Suppose i create a new object called "XXXX". Now profile called "AAAA" don't have even read, create, edit permission on it. What would happen if i create a record of object "XXX" and share it ...
3
votes
1answer
127 views

access records based on user id - roles setup

I am new to Salesforce, and need an advise. We are planning to create a custom object and custom tab for it. Now, we want user to be able to access only his/her record, or records related to him. For ...
9
votes
1answer
230 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
200 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
278 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
467 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
237 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
366 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
157 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
786 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
276 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 ...