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

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Is there an easy way to sync the Default Account Team of an User to all accounts he owns by APEX?

I'm trying to keep the Account Team defined on a user (UserAccountTeamMember) in-sync to all the account this user owns (AccountTeamMember). It starts usually in-sync when a user creates a new ...
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1answer
14 views

Social Share Facebook Image [on hold]

We have an email that is sent out each day to our subscribers (looks like this: http://pages.bibleleaguepartners.org/page.aspx?QS=330c754b5e92df74aaca667bd757e2846f792196a98be07db0986d2724565d8a). The ...
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0answers
8 views

Share Child Accounts with Executive Partner User

I have a situation where I need to emulate Role Hierarchy sharing functionality for Partner Users. If I have a Partner User who's affiliated with Account A and is enabled as a Partner User, I need ...
3
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0answers
14 views

Troubleshooting Case Sharing for Communities

I have cases that are visible to a community user, the sharing reason says Account Sharing. I look at the Account and there is no sharing entry for that user, plus I see no groups or roles that the ...
2
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0answers
23 views

Unable to overcome INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY

I'm writing a test class for some trigger functionality and I keep getting the below error when attempting to insert a Case as a User with a specific Profile/Role/Department. ...
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2answers
49 views

Deleting Cases from org

I want to delete thousands of cases in my org preferably 25k at a time. I have written a batch class for this. However during testing i found that its taking 30 minutes to delete 500 cases through ...
1
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1answer
21 views

Apex Managed Sharing

If I have a scenario where there is a parent object and say 5 child objects, all linked via a master-detail relationship is there a way to use Apex sharing to add additional sharing to a child object ...
0
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1answer
21 views

I've shared a parent account. The user can see the account, but not the children account. Can they view the children and their opportunities?

I've shared a parent account. The user can see the account, but not the children account. Can they view the children and their opportunities? Also, I understand role heirarchy, but can the members ...
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1answer
27 views

Unable to Submit for Approval

I have a custom object K__c with OWD setting Private and with Grant Access Using Hierarchies set to true. There is a record k1 with owner u1. u1 has role r1. Manager of u1 is u2. r1 reports to ...
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2answers
41 views

Record sharing using lookup field criteria using apex (similar to controlled by parent)

We have a custom object that has a lookup to account (similar to Contact looking up to Account). We want the user who owns an account to see the records looking up to that account automatically ...
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0answers
21 views

Sharing Contracts with Account Teams

I currently use my sharing settings to hide "deactivated" accounts - so I set them to private and only show the accounts where my deactivated flag = false. Since sharing settings have contracts ...
1
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1answer
16 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 ...
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0answers
26 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 ...
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2answers
53 views

Why Apex Sharing [closed]

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
79 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 ...
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0answers
33 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
20 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
26 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
14 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:
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1answer
50 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
71 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
23 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
25 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 ...
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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 that?...
2
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1answer
52 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 ...
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1answer
21 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 ...
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0answers
10 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.
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17 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
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1answer
40 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
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1answer
20 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 ...
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2answers
46 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 ...
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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
73 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
57 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 ...
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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
29 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
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2answers
22 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 ...
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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
41 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
346 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".
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2answers
37 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
votes
1answer
45 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
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2answers
82 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
65 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
43 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
209 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 ...
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1answer
110 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 ...
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1answer
49 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 ...