Sharing enables record-level access control for all custom objects, as well as many standard objects.

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1answer
11 views

Updating profiles with Managed Package update

We have several profiles in our managed package that specify access levels to different users. We continuously build new customer fields and objects and want to be able to update the profile with the ...
1
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0answers
21 views

Dynamic Security?

I have a fairly complex app I'm building which currently has 24 custom objects, 20 of which fall into a Master-detail relationship at the moment but I think I'm going to have to change that. The ...
0
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2answers
47 views

Why Apex Sharing [on hold]

I am getting confused when we need apex sharing. Sales-force has Sharing rules(criteria,owner-based,manual),so what is the use of Apex sharing. Somebody please provide usecase/example when we need ...
9
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1answer
69 views

Why does apex with sharing allow updates to a read only object?

It appears that Visualforce with Apex is behaving different than native Salesforce pages with regards to sharing. I have a custom object Test Object with an Org-wide Default of "Private" I have a ...
0
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0answers
29 views

Update failed: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, insufficient access rights on cross-reference id

I have three test classes in my org which are not executing. For those three classes I'm facing same error. After analyzed three classes I'm having same problem with account. When i comment the ...
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0answers
19 views

Reduce the Permissions of User

I have Lead OWD set to public Read/Write. I m creating new User with new profile..with Lead permissions as CRED(No view All,Modify All). I want this user not to see other lead records. How to ...
1
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1answer
25 views

Need to change object permissions of standard profile-URGENT

I have Lead OWD set as Private. I have 5 users in Marketing User(std obj)..I need to give View All & Modify All permissions on lead object of this profile. How to approach.? Cloning marketing ...
2
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1answer
13 views

How to edit the Shared roles in Sharing rules?

In sharing rule when I am trying to add new role (to share) it is not showing any edit option. Could anyone please tell me how to achieve this. Please find below image:
0
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1answer
30 views

Community User - Edit Contact Record/Change Account

I have a Customer Community with sharing set up in a way that allows Community Users to edit their own Contact record. I am able to change every single field on the Contact record when logged in as a ...
2
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1answer
58 views

What objects are covered by Enterprise Territory Management?

I am trying to understand which objects can be shared using Enterprise Territory Management. Finding this has been difficult because most information that comes up in searches is related to the old ...
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0answers
20 views

Ability for Community User to change Account Owner

Morning all, In my org we have a private OWD sharing model with apex managed sharing granting read/write access to certain certain groups based on account settings. All accounts are owned by a ...
0
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1answer
22 views

How to open all accounts records to users on the basis of specific field

In our organisation there are many roles like EastRep,West Rep,South Rep,North Rep.Account have many sharing rules on according to each region. Now i want to open all accounts records to edit for ...
1
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1answer
19 views

What's the right way to implement rights for a team?

What is the best way to implement teams in Salesforce? Let's say we have a Team of three members, and each member should be able to edit and maintain records of the other member. How would you do ...
2
votes
1answer
39 views

How to restrict visibility of account to an opportunity owner?

Transferring ownership of an account is quite common in the company. If we change the owner of an account, for historical reason, the opportunity owner should be maintain, and that's ok we can do ...
1
vote
1answer
17 views

One org vs multi org - remedyforce?

We are planning on deploying remedyforce asap. It's use and components are much larger than anything else we are currently using in salesforce but only for the time being as we develop salesforce for ...
0
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0answers
8 views

share case records by clicking on Sharing button based on condition

I have one requirement , Call Center agent needs to share case records only if case origin='Email' by clicking on Sharing button on Case Detail page. Please help me to reach this requirement.
0
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0answers
16 views

Sharing rule based on condition

I have 3 sales rep under 1 manager. The Rep1 have created 3 opp today and need to be taken care on next day but due to some reason the Rep1 is on leave. Now we need to share 3 opp to Rep2. How can I ...
3
votes
1answer
38 views

Preventing access to detail records using CRUD

I have a custom object B that has a master detail relationship to Account. The sharing settings on Account are set to Private. Account CRUD for sys admin and user 1 is create, edit, view, delete. The ...
3
votes
1answer
19 views

Is it possible to give users view access to a master object without giving it to details of the master object?

I'm dealing with a request to make Accounts visible to all users. However, we have a custom object which is in a master-detail relationship with accounts. This custom object should not be visible to ...
1
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2answers
45 views

Group user permission

I want to give permission / access to group of users. Within the group, all users should be able to view/edit each other's records, but not from the other team. The object in question is set to ...
0
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2answers
26 views

manual sharing doesn't work

i try to share a record with manual sharing "sharing button" and give to another user the access level :"Read/Write" . the problem is: this user can just view a record but can't edit . for ...
0
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0answers
38 views

I have a user who should not be able to edit a record, but can. Sharing Settings shows that they have Read Only access

I have a user who should not be able to edit a record, but can. Sharing Settings shows that they have Read Only access. I have checked for profiles that override the sharings settings, and there are ...
1
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1answer
66 views

Change sharing with Visual Flow, is it possible?

I need to change an existing flow and add a function to it to add or change the sharing of records that are private in OWD to read/write with a public group. I know it's easy with apex but my customer ...
2
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1answer
46 views

Trigger on new notes

Whenever I create a new note for any parent object it is only available as ReadOnly for other users as they can't edit the same. Is there any way we can write a trigger for new notes so that these ...
0
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0answers
18 views

sharing reports in salesforce

I've a scenario, I've created new roles in my org, now i want to share few specific folders to the users belongs to new role . Some existing report folders are shared with all internal user which also ...
1
vote
1answer
28 views

Limit access to cases user created in Salesforce Community

I'm setting up a private Salesforce Community based on the Napili template and I want to show community members those cases created by them. So far I can only give all or nothing access to cases ...
0
votes
2answers
20 views

Record access during Manual sharing

This might sound very basic but I was not able to find the right documentation for this. Suppose I have a record whose Owner is X. Once X fills out the record and saves it, the record type changes ...
0
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0answers
20 views

Partner User Sharing Settings

I am a user A with 'Force.com - App Subscription User' profile. I have created an Account 'Test Account' and made its Contact 'Test Contact' as a Partner User B. Now the account 'Partner Test' created ...
1
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1answer
32 views

How can I restrict a profile's read access on an object if my org-wide default is public read-only?

My org has a default of public read-only on a certain object, but I want to set up a new profile that can only see certain records based on criteria. Is this even possible to do? If so, how?
0
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1answer
241 views

How to deploy Sharing rules using Eclipse

I am trying to deploy Sharing rules (Criteria Based) from one Org to another Org using eclipse and when I try to do it gives an error "Component type not permissible in destination Organization".
0
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2answers
31 views

Providing visibility to parent when child is visible

I have two custom objects A and B. B(child) has a lookup field to A(parent). The OWD for object A is private and we employ certain sharing rules as per the requirements. Is there any way such when a ...
4
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1answer
42 views

Look up to Master-detail through MetaData API: “cannot add master-detail relationship due to existing data rows”

Trying to change the existing relation between A(Parent) and B(Child) from Look up to Master- Detail. Deploying "B__c.A__c" using ANT. Ran a query on B and made sure all B__c.A__c is populated (As ...
7
votes
2answers
72 views

Unit Test for Record Sharing in Controller Extensions

I would like to assert that User B cannot access a record that User A had created from a visualforce page. The problem is I can't seem to throw the same exception a user would normally see when ...
3
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1answer
61 views

When to use Groups and when Roles

We are building a solution using service cloud console which will be used by multiple customers. One org will have data in various objects like accounts, contacts, cases and some custom objects for ...
0
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1answer
40 views

Record level security among multiple customers accessing solution

We are building a solution using service cloud console which will be used by multiple customers. We will have our code pushed to one org in production and this org will have data in various objects ...
7
votes
1answer
193 views

Salesforce UserRecordAccess query not returning results

I have an apex class that is declared 'without sharing'. This class does some background processing and as a part of that processing, determines whether or not record owners have access to other ...
0
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1answer
40 views

Making fields visible only in ListView

I am having a hard time accomplishing this. My requirement is to have Account object private but i need few fields from accounts to be visible in the account list view for all users such as Account ...
1
vote
1answer
96 views

Sharing records using criteria based sharing rules

Made OWD for Contact as Private and defined 2 criteria based sharing rules If brand = abc.. share this contact with Role A and its subordinates If brand = def.. share this contact with Role B and ...
1
vote
1answer
45 views

Sharing records with roles based on recordtype and field value

My Org has 2 brands "A" and "B". On each contact record there is field called Brand. If this is populated with "A", record type is changed to "RT-A" and if Brand has value "B", record type is changed ...
0
votes
1answer
28 views

Giving exclusive access to certain records in custom object

In this org, I have this custom object, where the OWD is public write/read, and in every profile no one have access to this custom object. access to read and write is granted via permission set. What ...
1
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0answers
16 views

How to share Case record to owner's manager using Manager Groups

I have this situation: In Sharing Settings, Default Internal Access of Case object is set to "Private". Roles are configured and is working fine. Users in upper roles are able to see records owned ...
0
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1answer
48 views

FeedItem ParentId Access

This question is an extension of: ContentWorkspace Permission And Migrating I have Portal Users that are creating FeedItems that are related to a custom-object record they have access too. Previously ...
0
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0answers
17 views

Migrate / Script sharing settings?

We are in the process of opening up community portal for our customers. I noticed that we have to go through setting up sharing settings. These settings are currently tweaked in our sandbox ...
0
votes
1answer
55 views

Does Case field 'IsVisibleInSelfService' have any effect on Customer Communities?

According to SF's SOAP API documentation: IsVisibleInSelfService: Indicates whether the case can be viewed in the Customer Service Portal, Partner Service Portal, and Self-Service Portal (true) ...
1
vote
1answer
18 views

User Email field unavailable to community user sharing?

Is the Email field in the User object hidden from customer community users? My client has customer community and has written an application for the community. There is an Apex class "with sharing" ...
0
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0answers
17 views

Community user OWD custom object private

I have create a profile with 2 user and added the profile to a community, have set sharing setting of a custom object to private and also disabled Portal User Visibility, Community User Visibility ...
1
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0answers
55 views

Inheriting / Extending sharing rules on a custom object

Here is my scenario, GroupAccount - (ORG wide READ permission) A custom object which is parent object of Account (standard) One GA can have many Accounts Account - (ORG wide - Private)(Has ...
0
votes
0answers
345 views

Process Builder Error : The flow failed to access the value for myVariable_current.BD_Auditor__c because it hasn't been set or assigned

I've a similar problem with my process builder like that of @ritesh jaiswal had asked on 23rd September 2015. My requirement is to share a set of records that are newly created by the owner or creator ...
2
votes
2answers
55 views

User with no access to child object can create records?

I have two objects Parent__c and Child__c with parent-child relationship. OWD settings for Parent__c is Public Read/Write and for Child__c it is Private. The User1 has Read/Write/Delete/Edit access ...
1
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1answer
35 views

Contact Access to user

I want to give contact edit permission(without giving delete permission) to user when the organization-wide default for contacts is Controlled by Parent. Any idea how to achieve this? Thanks in ...