Questions tagged [criteria-based-sharing]
The criteria-based-sharing tag has no usage guidance.
54
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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 ...
- 63
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0
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417
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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 &...
- 23
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0
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31
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Simple Visibility Scenario - For Integration User
I have a simple visibility question
There is an special user who should only have access to Account records marked with flag true.
Rest of the users should have complete read write access to account ...
- 1,835
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1
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148
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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 ...
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1
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353
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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 ...
- 16k
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77
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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 ...
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592
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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 ...
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1
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251
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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 ...
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356
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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 ...
- 450
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1
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1k
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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 ...
1
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1
answer
391
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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 ...
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1k
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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 ...
- 3
1
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1
answer
699
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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 ...
- 13
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1
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274
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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 ...
- 69.9k
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1
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60
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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 ...
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3
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264
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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 ...
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1
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2k
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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 ...
- 641
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793
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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&...
-1
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1
answer
1k
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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 ...
0
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1
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798
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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 ...
- 97
2
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1
answer
1k
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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 ...
- 69.9k
0
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1
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924
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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 ...
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0
answers
645
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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,...
- 723
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1
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826
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 ...
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3
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2
answers
12k
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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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1
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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 ...
- 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 ...
- 2,275
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1
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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 ...
- 153
1
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2
answers
181
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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 ...
- 2,192
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1
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1k
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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 ...
- 4,674
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246
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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", ...
- 4,674
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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?
- 2,940
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931
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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 ...
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1
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4k
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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" ...
- 199
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1
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2k
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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'...
- 1,029
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1
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184
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Unable to create sharing rules on Adoption Request object
Salesforce showing like mentioned in picture.
user31850
1
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1
answer
820
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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 ...
- 2,208
1
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1
answer
389
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 ...
- 2,208
1
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0
answers
251
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 ...
- 29
15
votes
1
answer
15k
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 ...
- 4,592
2
votes
1
answer
954
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/...
- 32.5k
1
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1
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273
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:&...
0
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1
answer
426
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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 ...
- 1,835
3
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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 ...
- 325
3
votes
1
answer
5k
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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 ...
- 131
1
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1
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378
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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 ...
- 2,952
2
votes
1
answer
102
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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 ...
- 1,510
4
votes
1
answer
415
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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 ...
- 119
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1
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1k
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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 ...
- 1,256
10
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1
answer
2k
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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 -...
- 693