Questions tagged [custom-profile]

All Queries related to Custom Profile can be grouped under this tag

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13
votes
0answers
638 views

Salesforce DX: How to track custom objects' changes in custom profiles?

Salesforce DX does not track some of the changes I make on my scratch org. How to reproduce a problem: Create a custom profile -> sfdx force:source:pull Create a custom object -> sfdx force:source:...
8
votes
2answers
1k views

Can you deploy “Tab Hidden” to a Custom Object on a Profile using metadata API? (tabVisibilities)

I have a custom object called MyCustomObject.object and a custom profile called MyCustomProfile.profile Currently the tab visibility of MyCustomObject is set to "Default On" for MyCustomProfile. <...
6
votes
1answer
734 views

Permissions & Settings in Profile and Permission Set and its Usage

I just came across the below 2 scenario regarding the Salesforce Classic & Lightning experience Enable/Disable for a user via Profile and Permission Set once the Lightning Feature is enabled. ...
4
votes
1answer
196 views

Can I completely replace Profiles with Permission sets

I have a managed release package which is having one custom profile. Now in next release I want to create a new profile in V2.0 of released package. But what I found is while upgrading package, I can ...
3
votes
1answer
29 views

Cannot give profile read access to custom object

When I try to edit a profile to give read writes to a custom object it complains about not having rights to other objects but I cannot go to those objects and give the rights either as it complains ...
3
votes
1answer
1k views

Creating an Integration Profile (api only)

I need some guidelines on how to create an API Only user for Integration correctly in Salesforce. I have found this guideline from Salesforce, which is what I would follow: https://help.salesforce....
3
votes
1answer
63 views

Disallow a User to Create Reports and Dashboards For a Specific Object

How can I disallow a certain user to create reports and dashboards for a specific custom object? I already tried profile settings, but there's only this Create and Customize Reports permission on ...
2
votes
1answer
368 views

Is there a difference between the 'Use Any Api Client' and 'API Enabled' permission for Profiles?

I noticed the 'Use Any Api Client' permission only available if 'API Client Whitelisting' is enabled. How can we query this permission on profiles? Once 'API Client Whitelisting' is enabled, does the ...
2
votes
2answers
910 views

Is there any way to deploy login IP ranges for the profiles?

I have a long list of login IP ranges for all the profiles. Is there any easy way to deploy these. Right now we are doing it manually.
2
votes
1answer
46 views

Don't see the “API only” permission in my Production Org (EE)

I don't see the "API only" permission in my Production org (Enterprise Edition) in a custom profile, which is awkward. I checked this post - How to create an API only user, however I haven't found ...
2
votes
1answer
821 views

Error Message- Standard tabsets are not permitted for this profile

I was able to resolve the below issue by googling it but couldn't able to understand whats wrong and how suggested method resolved the issue. Can someone please help me to get a better understanding ...
2
votes
1answer
868 views

Profile cloning and access settings on new profile

Is there any way to clone profile and allow that profile to have all field level access as previous(parent) profile? Scenario is, we haven't set some objects/fields as global on OWD, now when we ...
2
votes
3answers
7k views

Tab is Default on but still cannot see the tab by default

I have created a custom object Pay and a custom profile Manager. Then created a tab Pay for object. The custom profile Manager has permission on the object Pay and also for tab Pay - default on ...
2
votes
1answer
184 views

Revoke System Administrator Clone to become “Standard User?”

I have gotten conflicting answers from the in-person and google querying: would cloning a System Administrator profile and removing the Admin/Setup permissions effectively render the Profile a "...
2
votes
1answer
944 views

Unable to access static resources for some profiles

Unable to access static resources for some profiles who doesn't have view and setup configuration. I have a xml file in my static resources we query that static resources and do the processing with ...
2
votes
1answer
718 views

Is it possible to limit access to records based on profile's region?

currently system admin profile for all countries USA, India, China. Can we have custom system admin profile only for one country like usa, in which he isn't able to access the other country records ...
2
votes
1answer
2k views

Deployment Error: “Invalid parameter value” on one of my custom profiles during Dev > Dev deployment

I am deploying a brand new Custom Object and all associated Custom Fields from one Dev environment to another Dev environment. I'm receiving the "Invalid parameter value" error on one of my custom ...
2
votes
1answer
373 views

What features in profile setting are manually migrated and which ones are automated to production

We are planning to migrate around 30 profiles to production from our development sandbox. We want to know on profile settings like tabs, custom object permission, general administrative settings etc,...
2
votes
0answers
458 views

Joining Enterprise Attribute Data View and Business Unit List Subscribers Data View

I need to query subscriber profile attributes, which are only available at the parent Enterprise level EnterpriseAttribute Data View, together with the subscriber’s Status in the child Business Unit ...
2
votes
0answers
116 views

Calendar is not working for a custom profile in lightning

I have one custom profile and logged in with its user in a sandbox. I am accessing calendar tab in my app. it is giving me error while loading the object. Unfortunately, there was a problem. ...
2
votes
0answers
93 views

Push custom profiles to Scratch org using Salesforce CLI

I pushed custom profiles to scratch org from my dev org. But permissions of profile were not set in scratch org. I want my scratch org profiles to look exactly same as in my developer org. Please let ...
2
votes
0answers
62 views

Assigning User to a Profile through MetaData Api

I am .net Developer, creating some POC on SFDC Metadata Api, so please bear with me if i ask silly question. I am able to create a Profile and permission set in SFDC org, through metadata api. But am ...
2
votes
0answers
34 views

Do separate subtab apps operate in the same context / transaction / memory?

Clicking around subtab apps in a custom profile UI is very quick, leading me to believe that they are operating in the same transaction context. This has implications for how I architect fetching data ...
1
vote
2answers
56 views

Is it a must to have the source profile in target organisation prior to deployment

I deployed number of profiles to a new sandbox environment via a change-set, but what I can see is, all of the profiles I added to the change-set are NOT deployed properly, (most of the profiles are ...
1
vote
1answer
79 views

Trying to limit users who have “Manage User” permission

We are trying to achieve a profile that is a step down from the traditional System Administrator that in a nut shell has the Manage User permission and Modify All Data, but does not have Customize ...
1
vote
2answers
8k views

How to set object permissions to no access for: Tasks, Events, Notes, Users?

Within the profile settings, under object settings, then object permissions - I do not see the option to set a profiles object permissions for Tasks, Events, Notes, Users to no access. Appears that I ...
1
vote
2answers
2k views

Retrieve All Subscriber Status

I am working on a custom profile center and I'm using server side javascript to extract information about the lists a subscriber is currently subscribed to. When I use the lists.retrieve function it ...
1
vote
1answer
26 views

Build a Custom Profile Center for Multi-Org purpose [closed]

We're going to upgrade to Multi-Org soon and I would like to know how can I create a Custom Profile Center, since the documentation says that it is required. I followed this guide (https://developer....
1
vote
1answer
26 views

CRUD enforcement does not allow access despite user privilegies

I've a custom object accessible for a custom profile cloned from Salesforce/ Standard user profile. The custom object was created using a System administrator user profile. I've granted access to this ...
1
vote
1answer
963 views

Not able to remove Import button from Contact list view in lightning

I have deselected the "Import Personal Contacts / Import personal accounts and contacts" under "App Permissions" section on the custom Profile. But still list view shows "Import" button. How can I ...
1
vote
1answer
17 views

Cannot update profile permission b/c it requires updating another permission

Has anyone worked around this? I have a custom profile. When I make ANY update to the profile, it tells me another permission is dependent on Read access on Opportunities. I go to enable Read on ...
1
vote
1answer
67 views

Can profile settings be upgraded?

In a custom application with two custom profiles, the profile settings were added to the package. This package was installed in a developer org. In the new version of the app (package), if we add/...
1
vote
1answer
140 views

Profile permissions to deploy from sandbox to production in sales force using Change sets

I need to deploy apex classes, triggers,objects, customization and visualforce pages from sandbox to production organization using change sets. What Profile need to clone to create a custom profile ...
1
vote
1answer
1k views

Using Landing Pages as custom Preference Center

I am hoping to create a custom profile page using landing pages and ampscript. I understand how to pull subscriber data into the form, but I am wondering what is the best method to submit form data ...
1
vote
0answers
23 views

Custom Profile Center POST Subscriber to List

I'm looking for a starting point on how to POST a subscriber to a list so that they are able to opt-in to a list from which I grab from Marketing Cloud. I am using SSJS to grab all of the lists that I ...
1
vote
1answer
82 views

How to Include Profile Setting into a package

1 . We have package where we have created custom object. 2 . This object needs to be accessed and displayed to standard users in managed package. 3. We have create custom profile which has access to ...
1
vote
1answer
42 views

Owner couldn't edit the record he created

I have a custom object Named Education__c. The OWD setting us private and on the profile I have given only Create and Read Permissions. So, when User X creates an Education Record, he is becoming the ...
0
votes
3answers
2k views

deploying new profile

I've created a new profile in Sandbox and want to deploy into production with the help of change set. I can add the profile in change set through "Add Profile" option in "Profile Settings For Included ...
0
votes
1answer
173 views

Add Custom profile name to Package.xml

I have been searching through a way add custom profile names in to Package.xml file. According to my scenario i shall add custom profiles only instead of all other standard profiles. Sample custom ...
0
votes
1answer
784 views

For a specific Role (or Profile or User) restrict access to certain Leads & Contacts based on field value

I am working on a Marketo-Salesforce sync. Marketo accesses Salesforce via a Salesforce User named 'Marketo User'. This User can have it's own Role, Profile, Permissions, etc. - it's sole purpose is ...
0
votes
1answer
27 views

How to move newly created salesforce profile in sandbox to production with correct permissions?

I have a pretty standard scenario that I have not been able to find a clear answer or great documentation on. The scenario is, in Sandbox A, you clone Custom Profile 1 as Custom Profile 2. You ...
0
votes
1answer
47 views

How to create a 100% Read-Only profile in Salesforce (including 'Salesforce objects' as shown in DataLoader)?

Please hear me out completely. I am trying to create a profile where user can read data (= export) from Data Loader, but NOT insert/edit/delete ANYTHING back through it. So I created a profile with ...
0
votes
2answers
227 views

Can “Login Access Policies” be applied to profiles other than the System Administrator?

System administrator Profile users can have the privilege of logging in as any user in salesforce. Can the same be achieved for users of some other custom profiles?
0
votes
2answers
34 views

Profile issue : Agent-1 can see the Health Tab, but Agent-2 cant see the Health tab, though they are under single profile?

I have a Profile-A in my salesforce org and under that profile I have two users, Agent-1 and Agent-2. Agent-1 is able to Health Custom tab, but Agent-2 unable to see Health Custom tab. Could anyone ...
0
votes
1answer
90 views

user access to multiple record types

Currently we have two record types A & B.Users are having access to either record A or B depending on their profiles. Can a user have access to both record types.How it can be done.?
0
votes
2answers
1k views

Custom Profile Center using the Marketing Cloud Connect

We have the Marketing Cloud Connect set-up between Marketing Cloud and Salesforce. I have mapped the Preference fields between Marketing Cloud and Salesforce. I created a custom Profile Center that ...
0
votes
1answer
524 views

Forward to a friend - custom profile center URL

i was wondering if it is possible to insert a custom link in the forward to a friend feature. I explain you below the steps of this process and where I would like to change. A contact receives an ...
0
votes
1answer
179 views

Salesforce Profile clone

I have created a profile, Cloning from others profile around 1 year ago. Now my requirement is to identify the created profile is cloned from which profile? How do I know it is cloned from which ...
0
votes
1answer
98 views

Is it possible to get for deleted profile?

How can I retrieve deleted profile. I need to know the solution. why won't I get deleted profile. Please can any one suggest me.
0
votes
1answer
141 views

Picklist value Control visibility of records

I have to remove visibility of a profile to records of my custom object which are having Status__c picklist value as 'A'. Can someone suggest a way?