Questions tagged [access]

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Show Users Related Record Details Without Opening Access

I have what I thought would be a simple requirement to display related record fields on the account from a custom object. However, the related record component on the lightning page requires an update ...
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0 votes
1 answer
30 views

Trying to check user permission set from related object validation rule

Submitter field in the object has lookup to the user object. I am trying to create validation rule where only user with a specific custom permission set can be assigned to submitter field. But cannot ...
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1 answer
93 views

SAML - difference between Identity Type and Identity Location

I am implementing Salesforce as a service provider and I am expected to provide some general guidelines to the application which will be set as the identity provider. There is documentation explaining ...
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1 vote
1 answer
71 views

Differences in Person Account and Contact Access, how is this possible?

We have person account enabled in our org. So our contacts are set to Controlled by parent. I was debugging Insufficient accesss rights on object id, and found out that for Task we have whoId which is ...
0 votes
1 answer
186 views

Restrict User Access to Object by Field Value [duplicate]

Is there a way to restrict a user's access to a subset of objects by field value? Essentially I'm trying to create a profile that only has access to orders/accounts/contacts that have a boolean field ...
0 votes
1 answer
120 views

Give access to User.ProfileId without "View Profile and Configuration" permission

I created a flow that has to access the profileId of Order.Owner: But when the user runs the flow, the following error occurs: "An error occurred: The flow failed to access the value for ...
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0 answers
149 views

How to give visibility based on lookup field / related object?

I have a custom object that calls materials and he has a lookup field to a external object, I have access to the external object but the materials record is not visible in related list on experience ...
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0 votes
1 answer
197 views

How to find the parent object of an object(Standard and Custom Object) whose sharing settings are controlled by parent through SOQL/RestiAPi?

For Organization-Wide Defaults Internal Default Access there are objects set as Controlled by Parent. Is there an approach which I can follow to find parent of those standard/custom objects either ...
0 votes
1 answer
249 views

Unable to set object permission

As and admin I have cloned a profile and am trying to restrict the access of the new profile to only several objects. First I want to remove the access to object "Financial goals". I uncheck ...
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0 answers
62 views

Salesforce Maps Live Tracking: IT Policy (data retention, audit logs)

We are implementing Salesforce Maps Live Tracking for our sales employees out in the field. We are creating an IT policy around location tracking for the users that will use this software. After ...
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0 votes
1 answer
349 views

How to assign field access to multiple permission sets at a time

I have a requirement where i need to provide read and edit access to object fields in 18 different permission sets. This looks like lot of manual work and will consume lot of time. Is there anyway ...
-2 votes
1 answer
1k views

It is Possible to Generate Access Token without using Username and Password? [closed]

There is any way to generate Access Token Without Using Username and Password not even login on web form also ? Just Using Client Id ,Client Secret or other rather than including password Using REST ...
1 vote
0 answers
608 views

Can not access the AccountId field in the flow on Opportunity object

I built a flow on Opportunity in which I was accessing the AccountId standard field. but suddenly now I am not able to access that field from the flow. I checked with the access issues also, I have ...
0 votes
0 answers
63 views

How do I restrict access to a specific type of record without turning off "Grant Access Using Hierarchies"

We wish to prevent access up through the Role Hierarchy, when a very specific scenario happens on a custom object. But we are using the Grant Access Using Hierarchies on this object and turning it off ...
0 votes
2 answers
4k views

Give view access to DashBoards in Salesforce

how to add view access to Dashbord in Salesforce for a profile? Why user cant see this dashboard? It is in public folder and on a profile there are enabled 'give view access to reports in public ...
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0 votes
1 answer
719 views

Unable to change 'Default External Access' in Sharing Settings

According to the Optimizer report, we should immediately change the default external access for more than 100 objects. However, if I go to Sharing Settings and click Edit (which is the way to go ...
2 votes
0 answers
87 views

Why doesn't the System user have access to the CollaborationGroup records?

I've created a test class and a simple flow below that illustrates the issue with the System user. Two test methods are doing a simple SOQL query on the CollaborationGroup records (one with a Standard ...
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1 vote
1 answer
80 views

Authenticate users from Desktop app to salesforce [closed]

I have a use case where users have login to salesfroce as well as Desktop app, I have a Windows desktop application where user logs in and i would like to show one of my custom component inside the ...
1 vote
1 answer
68 views

Hide Certain Objects from Certain Profiles

I have a new profile I created for one particular user that needs access to just a couple of fields on the account and contact tables. I was able to restrict the user from seeing other fields on the ...
0 votes
2 answers
152 views

Salesforce - Admin - Object restriction

This question is about Salesforce Object access restriction. Assume that I have one profile that is assigned to 10 different users. I want to restrict an object access for one user alone without ...
0 votes
1 answer
97 views

Granting Account Login Access using Apex

Is there a way to Grant Account Login Acces using Apex? Not through the UI as shown in the screenshot from below. Maybe something using the Tooling API? Or Metadata API? Thank you in advance!
0 votes
1 answer
328 views

How to remove access to all files or attachments from a user

Just like I can remove access to a particular object, how can I remove the user's access to Files or Attachments? Right now they can still access it if they use the global search function. I think ...
user avatar
0 votes
0 answers
153 views

How to get fields without access in LWC?

I have a set of field names that I am getting from a FieldSet. And some fields are inaccessible (I closed access for them). But I have to get these fields and output them to the form. How can i do ...
0 votes
0 answers
749 views

How to Enable Edit access on locked records other than providing "modify all" access

I have a requirement where some specific users need the edit permission on locked contracts (contracts currently under approval) for their market only. Those users are not Sys Admins, they cannot be ...
0 votes
1 answer
787 views

Can I grant view all access to some user for certain record types

Say for cases, I just want to grant view all access to a group of users to some certain record types but not other record types. How should I achieve this? I have tried to grant view all access to ...
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0 votes
1 answer
460 views

Restricting access to create Reports in Salesforce

We have three different sister companies within our salesforce org. Account and Contacts are readable for all users irrespective of Business units. However, I need to provide create and export report ...
0 votes
1 answer
50 views

ActivityHistory Object is not accessible for the Profile Users

I am trying to put a lightning component to show all the past activities associated with the Contact. It is my understanding that if the user has access to the Contact then he should be able to see ...
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0 votes
1 answer
129 views

How to change the default value of OpportunityAcess in Account Team Member?

When I want to add a member, "Opportunity Access" is automatically filled like "Private". How can I change it and filled automatically like "Read Only"?
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2 votes
0 answers
136 views

Best Practice: How to restrict access to Communities in Sandbox environments?

We have this scenario: We have multiple sandbox environments that are used to develop and customize communities. Some communities include a public section. Some of these sandbox communities are ...
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0 votes
1 answer
183 views

Need to give edit access for all custom object record to same profile but different role

I have one custom object with private OWD and CRUD/View All on profile. There are more than 10 different roles but not in same role hierarchy and I just need to provide edit to all the records for ...
0 votes
0 answers
24 views

connecting roles to records

In this tutorial, the instructor configures roles hierarchies, but in don't have the same options of what to do with them: tutorial: Who Sees What: Record Access Via Roles (Lightning Experience) Her ...
2 votes
2 answers
638 views

OpportunityShare not writeable

From udemy's "Salesforce Apex Trigger and Trigger Design Pattern", I'm trying The tutorial #3, called "6. Trigger Example 4". public class OpportunityTriggerHandler { public ...
0 votes
2 answers
134 views

Store Notes and Attachment as a Attachment

I have Added Notes & Attachment in Related List , So when I upload any svg image , It get stored as a file instead of Attachment . So How can we store that image in Attachment instead of ...
1 vote
1 answer
45 views

Is data at risk if Salesforce restricts access as a result of overdue invoice?

Does anyone know if data is at risk if Salesforce restricts access as a result of an overdue invoice? We have a number of projects in our Sandbox, as well as vital data in our Org. If restricted, can ...
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1 vote
2 answers
1k views

Insufficient Privileges Error when clicking on EmailMessage record

Where Can I set the permissions for this object? I can see the record as an admin, because of Modify All permission. As a sales user, I can see only the records which were created by me. How to extend ...
1 vote
2 answers
5k views

Permission Set->Flow Access available flows is empty

I have Screen flow Unlock Record And want to set access for it to permission set But in flow access window there are no flows. Could you please help me figure out why so?
1 vote
1 answer
150 views

Force.com Site: Read access denied for Custom_Object__c, but works fine in sandbox

I have a basic visualforce page that uses the standard controller for an object (Custom_Object__c). The object is a detail record, with the master being another custom object (Parent_Object__c). The ...
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1 vote
1 answer
2k views

Account team, Opportunity access versus Opportunity team member

I am trying to add a user to the account team and I provide Edit access on account and Edit access on Opportunity on the account team. What would be the difference in doing this versus adding the user ...
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2 votes
1 answer
357 views

How to write to static resource (text file) in Managed package

How to write to a static resource (text file) in a Managed package In my developer org, I can read and write a static resource file by a visualforce page. I make a managed package of them, then ...
0 votes
1 answer
3k views

Not able to access record in lightning but able to in classic

I'm able to access records of a custom object in salesforce classic and was also in lightning. But recently i'm seeing Looks like there's a problem. Unfortunately, there was a problem. Please try ...
0 votes
1 answer
355 views

Insufficient Privilege issue on Lightning Page

In lightning, the user getting an Insufficient Privilege error on the lightning page for a lightning component. Does anyone know how to fix this?
0 votes
2 answers
379 views

Critical update not activated but is past the Auto activation date and no Activate button is available

In my dev org, these two critical updates haven't been activated by admins within the Auto activation date. So as per salesforce, shouldn't this be activated automatically? As the screenshot reads ...
3 votes
1 answer
1k views

What types of attacks does Salesforce Multi Factor Authentication (MFA) prevent?

This is a question that was raised from the Identity and Access exam, but it is still unclear to me why Multi Factor Authentication (MFA) would not cover all of these attacks and if I were to present ...
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0 votes
1 answer
1k views

Object Access on Aura Component

On a custom Aura component, I have defined an sobject attribute as <aura:attribute name="localVatInst" type="CustomObject__c" default="{'sobjectType':'CustomObject__c'}" /> If user does not ...
2 votes
2 answers
12k views

"You do not have access to the Apex class named ...": cannot find the cause

I have developed a Lightning Web Component in a sandbox, consisting of HTML, JS, some actions and a few Apex classes. I have tested this as sysadmin and as another non-sysadmin user. No problems. ...
1 vote
0 answers
248 views

INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY after Guest User Security Update

This month salesforce is rolling out a new security updated that prevents public sharing of record data, except via Sharing Rules that only provide Read-Only access. In preparing for this shift, I ...
0 votes
1 answer
197 views

How to limit activity access for a specific object and profile

I know it is possible to limit access to Activities for a Profile at the System Level: Is it possible to only limit that access for a specific object? For instance, is there a way to only restrict a ...
0 votes
0 answers
17 views

Allowing Profile's Access to their Respected Links

I am currently working on a piece of code that will allow a certain group of profiles launch out from Salesforce to another web application. Any other profiles will be staying on Salesforce. I have ...
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0 votes
1 answer
134 views

Error getting access token Lightning Experience Configuration Converter: Visualforce Pages

What is this error and how can I avoid it?
1 vote
0 answers
1k views

Insufficient Access to the record

I am creating a task and custom record using a flow and for temperory use creating another custom object record, after the transaction is done the flow will delete the 2nd custom record, here I am ...
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