Questions tagged [criteria-based-sharing]

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2answers
718 views

How to allow edit access to for certain record types only

I need all user to be able to see all opportunities. However, Department A should only be able to edit opportunities assigned to 3 record types (x,y,z) and Department B should only be able to edit ...
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2answers
140 views

Sharing Rule is not granting access to a public group

I am working with an object called Scope Library. I want users to have read access by default. I want the group Presales to have read, edit and create access on the object. To give users read only ...
6
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0answers
358 views

Pushing multiple sharing rules to Scratch Org. Turning on Defer Sharing Calculations

We have a huge problem with deploying multiple criteria based sharing rules to an existing scratch orgs. Push is either failed (when there is new stuff added additionally to those sharing rules) or ...
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1answer
3k views

Restrict record access based on record type

We have requirement : For Operations profile -- we want them to not see any Opportunity Record Type = Grant; or Opportunity Record Type = Report. So regarding that requirement we have did ...
1
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2answers
146 views

Efficient way to set up roles and hierarchies using APEX [closed]

I have this complex sharing structure where I have multiple levels of users and want to be able to dynamically assign/update sharing to records for different users. For example, let's say I have 20 ...
0
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1answer
606 views

Criteria-Based Sharing Rules Limited To 50 [Per Object]

For those familiar with the subject, how would you go about circumventing the limit of 50 criteria-based Sharing rules? Is there an Apex-based solution for critera-based Sharing? Is there some OTHER ...
0
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1answer
45 views

Sharing Rules - Markers On User Record To Control Visibility

Apparently I've made a long time assumption about Sharing Rules that may not be true. Sharing Rules Based On User-Record Markers If I have a Checkbox on the User record called "Allowed To See XYZ", ...
0
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1answer
684 views

Creating sharing rules through apex not manual sharing

Is it feasible to create sharing rules through apex , not manual sharing of records? Can someone please let me know if that can be done?
1
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1answer
385 views

object api name on where sharing rules of account object gets stored

I'm just curious to know that when I create a sharing rule for account via sharing settings. I want to know on which object the sharing rule record is getting stored when I create the sharing rule for ...
6
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1answer
2k views

Restrict Users to Find and Access a specific Case Record Type

I've created public groups and sharing rules in order to give access rights to the "Y" profile to A, B and C case record types. The user that has profile Y assigned cannot find, access and view "D" ...
1
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1answer
660 views

Share Child Record When parent record is shared

I have two Object Let's say Object A and Object B, Both are related with Lookup relationship, and Both are set to Private In OWD setting. Now When I share parent record I would like to share all it'...
0
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1answer
31 views

Unable to create sharing rules on Adoption Request object

Salesforce showing like mentioned in picture.
1
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1answer
704 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
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1answer
116 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 ...
1
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0answers
116 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 ...
14
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1answer
6k views

How to deploy more than one sharing rule in one deployment?

If I keep two criteria based sharing rules in Account.sharingRules XML file, there is a deployment error in start line of the the second rule: sharing operation already in progress. How do we deploy ...
1
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0answers
440 views

In what part of execution order are Owner Based Sharing rules evaluated?

Salesforce do specify that Criteria Based Sharing is evaluated quite late in the execution context, but the documentation makes no reference to Owner Based Sharing: From salesforce.com/us/developer/...
1
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1answer
218 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
125 views

Can not create sharing rule on sandbox [closed]

I have a sandbox and production environment set up. Sandbox is develop type. There is a sharing rule on one of the objects (Survey__c) on Production. I took refresh of sandbox and now I am trying to ...
2
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2answers
3k views

Criteria-Based Sharing

There seems to be a discrepancy in the documentation for Criteria-Based Sharing Rules. The Guide to Sharing Architecture (and other sources) states that: "Only Manual Share Records can be created on ...
2
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1answer
2k 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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1answer
293 views

Apex Unit testing of Criteria Based Sharing

I have a requirement that uses criteria based sharing. I wish to unit test this requirement. I have seen this SE post that says that we can not test Criteria based sharing and I have seen the help ...
2
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1answer
61 views

One general sharing rule for a user with a role to share Contacts with their Managers

I want to set up a general sharing rule that any user with a role of "Area Coordinator" share the Contacts that they own with their Managers as defined by the Manager hierarchy field on the user. Is ...
4
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1answer
393 views

Can't figure out how to manual share contacts from other accounts to portal users

We have portal users who need to be able to search contacts but not just contacts for the account they are under but they also need to see contacts from "related" accounts (think corporate parent user ...
8
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1answer
1k views

Grant Read/Write/Delete access via Apex Managed Sharing?

Assume we have many groups of customer portal users and each group has an account that represents their company. We'd like each group of users to have full Read/Write/Delete access to each other's ...
10
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1answer
2k views

Object Level Apex Sharing vs Record Level Apex Sharing

Is it possible to create Apex Sharing Rules that operate at an Object Level instead of an Individual Record Level? When manually creating sharing rules in SFDC in the Sharing Settings of Setup Menu -...
5
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1answer
2k views

Parent account access for a user who owns child account record

we have a requirement to provide access to the parent account for any user who owns the child account record. We are using parent-child relation of of account record. Unfortunately, If a user owns ...
2
votes
1answer
240 views

Contact Sharing based on child object

I have a number of Contacts in the system, and a child object, Company Profile, with a lookup to Contact. This object has a picklist, "Area". The idea is that each Contact should be shared with as ...
0
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2answers
78 views

CaseComment-style sharing settings

Case comments have a "Public" checkbox allowing SF users to indicate if a comment should be made visible to the CP user. I'd like to implement a similar design between two custom objects that are ...
6
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2answers
4k views

Territory management vs criteria-based sharing

Account records (and their child records through implicit sharing) can be shared with particular roles or groups based on criteria on that record. This is a large part of the value proposition within ...