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Opportunity Sharing Rules - Criteria-Based - Field Amount Not Available

I'm trying to create a sharing rule on Opportunity, criteria-base, and I want to add the field Amount to this rule. Field Amount is not available and I'd like to know why. Thank you all.
Flávio da Silva Ferreira's user avatar
0 votes
1 answer
165 views

Campaign Member Sharing Rules

I need to create a Sharing Rule that only allows Users to see Campaign Members where they are the record owner of the Contact or Lead that corresponds with the Campaign Member. Sharing Rules don't ...
Dan Watkoski's user avatar
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0 answers
1k views

Able to view the Account records even though OWD set to private and removed all permissions like view all & modify all

I have created the sharing rule to share ony specific record type record to shared with a group. my object is Account and Org-Wide Defaults set to the Private, removed the permissions like view all &...
BRAHMA REDDY's user avatar
0 votes
1 answer
303 views

How to provide following access on object records NOT owned by the user (OWD is private): Edit access on some fields and read access on some fields

I have following scneario regarding an object OWD is private For record that are not owned by user, they should be able to have read access on some fields and write access on some fields. I have ...
Avinash's user avatar
0 votes
1 answer
738 views

Which field types are supported for salesforce sharing rule?

Which field types are supported for salesforce sharing rule? Looks like certain field types are not supported in salesforce criteria-based sharing rule, like LongTextArea. However, I cannot find in ...
Patlatus's user avatar
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0 votes
0 answers
99 views

Sharing Record with partner users

Let me explain concept first.we have one concept called retail copy like when ever Power partner wants to access any person account which is created by standard users of salesforce.he should do retail ...
SHEK MEHARAJ AHMAD's user avatar
0 votes
0 answers
1k views

Previous owner can still see private records despite criteria based sharing rule

I have an issue where my criteria based sharing rule doesn't seem to be affecting record visibility. I've set OWD to the object as Private and users do not have View All permissions. I then created a ...
Tom's user avatar
  • 1
0 votes
1 answer
455 views

Testing Sharing settings and record visibility in Apex - No Records found

Can you help me to see whether the below is actually possible in Apex? We're setting up Sharing Settings in our development Org and I want to have a quick way of knowing whether what we've built is ...
xouns's user avatar
  • 135
1 vote
0 answers
464 views

Case Sharing Rule Not Working

I am creating a case by associating it with contact. OWD of Case: Private OWD of Account: Private OWD of Contact: Controlled by parent Case assignment will change the owner to a queue on case ...
Sukruti's user avatar
  • 472
1 vote
1 answer
2k views

User Can Transfer records which they don't own

I am facing one strange issue. Issue : Users are able to transfer account which is not owned by them Scenario : Account is Set to Public Read Only under OWD. Record access given to manager hierarchy ...
Salesforce Development's user avatar
1 vote
1 answer
585 views

Enterprise territory management vs Sharing rule

We have a requirement to share the accounts based on the region, cluster and territory they are in to the users. Right now, we have roles based on the region. Region, Cluster and Territory are custom ...
Praveen's user avatar
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1 answer
2k views

Gave User Read Only Permission In Sharing Setting but Able to Edit Records when OWD is Private

I want a user to see all the records of Quote object of other users based on some criteria, I created a sharing rule on the opportunity to share records with that user and gave read-only permission ...
forceDev's user avatar
1 vote
1 answer
1k views

When Does Sharing Rule execute?

The Salesforce documentation on Triggers and Order of Execution suggests that criteria-based sharing rules are the third to last thing to run. I'm wondering if they really run only once per execution ...
kare's user avatar
  • 13
0 votes
1 answer
357 views

INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY and Criteria-Based Sharing Rules

See also this well-trod question/answer Given OWD of Private on Lead afterInsert trigger on Lead inserts (via Apex) a child Task pointing at the parent Lead via WhoId Criteria-based sharing rules ...
cropredy's user avatar
  • 72.1k
0 votes
1 answer
75 views

Need to Share record with Subordinate

I am using Salesforce community (Digital Experience). In which I have user and their manager. Now I want to share all records owned by manager to their subordinate. Is there any point and click way ...
Ravi's user avatar
  • 1
0 votes
3 answers
332 views

Salesforce Report Visibility Customization

I want to implement a feature for customizing report visibility based on a User(Logged in user) field value. For e.g - A is report of record B ; C & D are particular field values of B & User ...
Aishik Banerjee's user avatar
0 votes
1 answer
2k views

Sharing settings with criteria based assignment rules not working as expected

I have a situation where the user is able to create a case record of record type RecordTypeA using Salesforce flows as a system user. The requirements are The user shouldn't edit any of the fields of ...
sumchans's user avatar
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0 votes
1 answer
1k views

Remove access to Account Records having record type "Partner", for a particular role

I have been struggling to understand how to implement the following requirement, would appreciate any useful tips. How will you remove R/W access to Account records having record type "Partner&...
Parikhit Sarkar's user avatar
-1 votes
1 answer
1k views

Ownership and criteria based sharing rule

So I was going through some questions on sharing rules and found this one Not sure what the concept should be. **Can a single sharing rule be written to have both ownership and criteria based ...
Vinayak Khare's user avatar
0 votes
1 answer
991 views

What will happen to sharing if 'View All' is removed from Profile?

Sharing on an object is configured as follows: View All Permission on the Object for Profiles Public Read/Write OWD I now wish to update the sharing settings as follows: Remove View All Permission ...
Nevds's user avatar
  • 97
2 votes
1 answer
1k views

Criteria-based sharing rules don't work when record is owned by Automated Process User

I have an OWD of PRIVATE on Account/Contact Criteria-based sharing rule extends Read to users in Group MyGroup Given a user with CRUD R on Account but not View ALL or View All Data member of ...
cropredy's user avatar
  • 72.1k
0 votes
1 answer
1k views

Combine record owner based and criteria based rule types in sharing settings

I have a role hierarchy in my org. The hierarchy is : a. Sales Director a1. Direct Sales a1.1 SME Sales Coordinator a2. Indirect Sales Also, i have a partner user who creates Account records in ...
user88590's user avatar
0 votes
0 answers
782 views

Case Sharing Rules

I have a criteria based sharing rule on a Case -> createdbyid = specific userId, share with a specific role. The role just has one user assigned to it, and the user's profile has Read, Create, Edit,...
hgolov's user avatar
  • 773
0 votes
1 answer
924 views

Apex bulk sharing Batch class

I came across a new feature on Salesforce apex sharing where you can define a batch class and can associate that batch class to an Object. Whenever security settings changes for the object the batch ...
Json Bourne's user avatar
3 votes
2 answers
14k 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 ...
user51949's user avatar
1 vote
2 answers
3k 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 ...
tom_12321's user avatar
  • 191
6 votes
0 answers
1k 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 ...
user1974566's user avatar
  • 2,325
0 votes
1 answer
6k 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 ...
Rajendra Rathore's user avatar
1 vote
2 answers
227 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 ...
Jorjani's user avatar
  • 2,222
1 vote
1 answer
1k 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 ...
AMM's user avatar
  • 4,724
0 votes
1 answer
334 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", ...
AMM's user avatar
  • 4,724
0 votes
1 answer
2k 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?
Testing_SFDC's user avatar
  • 2,950
1 vote
1 answer
1k 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 ...
prasanth's user avatar
  • 177
7 votes
1 answer
5k 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" ...
Barbara Moraes's user avatar
1 vote
1 answer
2k 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'...
Sharat's user avatar
  • 1,029
0 votes
1 answer
221 views

Unable to create sharing rules on Adoption Request object

Salesforce showing like mentioned in picture.
user avatar
1 vote
1 answer
829 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 ...
sf_user's user avatar
  • 2,260
1 vote
1 answer
465 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 ...
sf_user's user avatar
  • 2,260
1 vote
0 answers
264 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 ...
Bharath's user avatar
  • 29
16 votes
2 answers
16k 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 ...
Shumon Saha's user avatar
  • 4,642
2 votes
1 answer
1k 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/...
Matt and Neil's user avatar
1 vote
1 answer
300 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:&...
Murali Mohan Mandadi's user avatar
0 votes
1 answer
468 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 ...
SEuser's user avatar
  • 1,847
3 votes
2 answers
4k 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 ...
Quade's user avatar
  • 325
3 votes
1 answer
6k 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 ...
vicky90's user avatar
  • 131
1 vote
1 answer
398 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 ...
dacology's user avatar
  • 2,992
2 votes
1 answer
122 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 ...
JannieT's user avatar
  • 1,530
4 votes
1 answer
422 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 ...
AdamB's user avatar
  • 119
8 votes
1 answer
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 ...
geeljire's user avatar
  • 1,256
10 votes
1 answer
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 -...
Justin J Carlson's user avatar