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1answer
17 views

dynamic sales teams with roles

I need to create a certain visibility on accounts and alla their related objects in my org. Org wide defaults are now set ad private, but i need to create sales team with sales men and managers. ...
0
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1answer
14 views

Quick Question about Role Hierarchy Visibility during Reporting

Good morning! This should be an easy one. The Role Hierarchy that shows up at the top of Reports involving the Opportunity Object... the one that can be seen here: ...
0
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2answers
31 views

How to whether a user has been assigned a role or not?

I need to know the list of users who have not been assigned any role. Can any one please provide the query to know that ? Thanks in advance .. !!
1
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1answer
35 views

Role Hierarchy level-based stamping via Apex/Workflow

Good morning! Trying to use Apex or alternative methods to stamp a Role Hierarchy's senior levels into custom text fields based on the Record Owner's position in the Hierarchy upon status change. ...
1
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2answers
25 views

How to get users list in the above(superiors) in the heirarchy???

I want to get the complete list of users who are superiors(Users above) in the role hierarchy. How can i get the users list?
0
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2answers
81 views

Private or public read-only Organization Wide Settings for custom object?

I would like to know about how can I distinguish whether a Custom Object OWS is set to Private or Public read-only via Apex. As far as I know and find referenced here Get object sharing setting on ...
0
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0answers
47 views

Get 'grant access using hierarchy' value in Apex

My question is the next one: Is it possible to get through Apex code the value of the checkbox besides every custom object which marks the 'grant access using hierarchy' option in the Sharing Settings ...
1
vote
1answer
60 views

Record Sharing Using Role Hierarchies

In OWD, for account access is "private". So,I have created sharing rule on Account object with the following criteria. Criteria - Account Record Type= Account Type UK Share with- Role:"Marketing ...
0
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1answer
30 views

How do I route in Process Builder based on role hiearchy?

We have two different groups in our company serving as admins for Salesforce. One covers the EU and one covers North America. I want to create a workflow rule for leads so that a lead is routed to ...
1
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1answer
44 views

Updating account on opportunity causes owner sharing record get deleted

Workflow updates account owner to generic user 'SFDC Admin' when ever account are created by users. with that said.. If any user is updating account on opportunity, it is resulting in deletion of ...
1
vote
1answer
34 views

Help controlling record access

I have a requirement to control record level access that I'm having trouble solving. I need to be able to share all accounts with the org(read/write) except for accounts owned by one particular user ...
1
vote
1answer
18 views

How to find the id of the user whom I report to?

I have functionality to implement, that involves two typse of users: Operators & Managers(defined in hierarchy by roles). The requisite, claims to add two buttons in a page, that should be visible ...
0
votes
1answer
316 views

Role Hierarchy Developer Certification Question

Hoping some good Samaritan(s) who happens to be Salesforce developer experts could weigh in on the answer to this question as I am unsure: For objects where data access is granted through the role ...
1
vote
1answer
66 views

Communities: Provisioning existing Salesforce licensed users as Partner Users

Existing Solution: Dealers and Vendors (external users) using Salesforce Licenses. They are assigned to Roles (Dealers at the bottom below Vendors). They own Accounts, Opportunities and other custom ...
0
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1answer
162 views

Restricting record level access in role hierarchy

If i set the OWD for Account as private and if i create a public group and add some users into that and create a sharing rule for giving read and write access to that public group then managers of the ...
4
votes
1answer
102 views

Generic account owner considerations - record skew - customer portal accounts?

In our organization, accounts aren't owned, and teams are used to manage sharing of accounts. We're planning on having all accounts owned by a single generic user. According to the architect resources ...
1
vote
0answers
101 views

Role based sharing: All Components in Salesforce and what is the best way to make existing changes

Not sure what is the best way to ask this question I am listing down all the places (configuration only) components where force.com platform provides option to share/assign based on Role, Role and ...
2
votes
1answer
1k views

Difference between Role Hierarchy and Territory Management?

I have territory already setup with more than 1000 territories. I have seen that roles are not assigned in the org. In roles introduction page, I can see "Territory based Heirarchy" as 1 of the ...
2
votes
2answers
412 views

How to properly use “Manager Groups”

I've just had the "Manager Groups" option enabled by SFDC. I am now trying to build an "Appraisal" object so that the records in it are only viewable by the record owner and anyone directly in that ...
5
votes
1answer
323 views

Team, Role, and User Criterion defined access to Account feature

I have a private feature VF page on an Account. Our Account sharing model is Public Read with Edit rights given via Account Teams. I want to display this VF page only to: Account Team Members ...
2
votes
1answer
392 views

Contact visible with OWD Private even though user doesn't have access

I got a requirement that I need to soft delete the Accounts and Contacts. So only deleted records should be visible to System Admin. And also all Accounts and Contacts are shared based on role ...
1
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3answers
628 views

How to use Save Hierarchy level in Salesforce reports

Any idea about How to use Save Hierarchy level in Salesforce reports. Cannot see the option to choose this on the report. How do I see data based on roles.
2
votes
2answers
175 views

How to grant limited access to accounts?

I have a support rep that his role has access to ALL accounts. Support role does NOT have access to opptys. There is a request now to give a specific support rep, access to a specific account opptys ...
0
votes
1answer
44 views

How to enforce role based accessibility for Knowledge Articles?

How to make users at specific roles be able to access knowledge articles created by the users on same roles? For example: there are four management streams. lets say: Billing Dept, Financial Dept, ...
1
vote
1answer
86 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
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2answers
1k 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
74 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
923 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
58 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
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1answer
986 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
273 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 ...
4
votes
1answer
91 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 .
4
votes
3answers
851 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
votes
1answer
89 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
478 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
3answers
2k views

How would sharing rule work in the below scenario

Suppose i create a new object called "XXXX". Now profile called "AAAA" doesn't have read, create, edit permission on it. Q1: What would happen if I create a record of object "XXX" and share it with ...
3
votes
1answer
548 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
614 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 ...
4
votes
2answers
977 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
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1answer
1k 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
933 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
362 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
1k 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
422 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
2k 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 ...
5
votes
1answer
494 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 ...