Questions tagged [owd]

Organization-wide Defaults (OWD)

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10
votes
2answers
2k views

Why there is no OWD settings for Product Object

I was wondering why there is no OWD settings for Product Object. And as it was said that PriceBookEntry is a junction object for Products & ProductPortfolio then why there a OWD settings option ...
9
votes
1answer
4k views

Controlled By Parent (OWD)

Order has lookup to Account,Contact,Contract,Quote and Order and when you set OWD of Order object as Controlled by Parent and there is no Master-Detail relationship on Order Object then who is the ...
7
votes
1answer
1k views

Not able to alter Organization-Wide Defaults (OWD) via Apex

I am trying to alter Organization-Wide Defaults (OWD) via apex using https://github.com/financialforcedev/apex-mdapi (Apex Wrapper Salesforce Metadata API) tool. I can create custom object with ...
6
votes
1answer
195 views

Can OWD be imported/exported as metadata?

I'm currently trying to create a scratch org which reflects our ludicrously complicated production org which contains hundreds of Roles. Upon deploying most of these, I get errors like: Error src/...
5
votes
1answer
662 views

Set OWD or Default Sharing Settings for Unit Testing session

Is it possible to control the Organization Wide Defaults or Default Sharing Settings in effect when we run unit tests? Ideally we should be able to set different OWDs as a step in test setup so we ...
4
votes
2answers
6k views

Is it possible to migrate changes to OWD's / Sharing Rules via Changesets?

Is it possible to migrate changes to OWD's via a Changesets? If it is possible, what is the category name to look under when adding an OWD to a changeset?
4
votes
2answers
1k views

Can one implement a Mutex / Lock / Semaphore in Salesforce?

I have multiple processes (teams of users) that need to mutually exlusive work on the sames data records in Salesforce. Is there a way to simulate a kind of Mutex or Semaphore in Salesfore (e.g. ...
4
votes
1answer
440 views

Can HVCP users see all records?

For a custom object, OWD is private View all is unchecked Yet, HVCP user can see other people's records for that custom object. Is this expected because HVCP users are not part of Role hierarchy? ...
4
votes
1answer
200 views

Self-Service User Sharing Rule

I bought a Partner Community over a month ago and changed the account object setting to private so that our partner can only see they accounts they own. However, when I made this change to the OWD (...
3
votes
2answers
5k views

OWD is set to Private for Accounts object. A lower level user can see accounts they don't own. How do I stop that happening?

I have two users - one is an Administrator and the other a Sales rep. I want the Sales rep to only have full access to his accounts, leads, contacts. I want the Administrator to have full access to ...
3
votes
2answers
4k views

When is the Sharing Button visible for a Record?

When can I view Sharing Button on a Record in general? Is it only when an Object is set to Private on Org Wide Defaults? Or When the Objects OWD is Private or Public Read only? Is there any other ...
3
votes
1answer
34 views

Security setting issue in salesforce-OWD

I have a requirement on admin part. I have a profile called vetprofile where the users of the profile needs to see only specific records of an object which have assigned to field value is equal to ...
3
votes
1answer
112 views

SFDC Organization-wide default + sharing rules

I'm trying to query the OWD/Sharing rules for Account/Opportunity objects using SOQL to get data into a Visualforce Page. Already took a look into the AccountSharing object, but it returns empty ...
3
votes
1answer
157 views

Unable to overcome INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY

I'm writing a test class for some trigger functionality and I keep getting the below error when attempting to insert a Case as a User with a specific Profile/Role/Department. ...
3
votes
1answer
1k views

Allow User's Manager to see Private records?

I currently have a custom object which is set to private in organization-wide default sharing settings. I have created an approval process to allow managers to approve private records. When the ...
3
votes
1answer
950 views

Unable to create task for a Case: insufficient privileges

Situation: OWD for both Account and Case set to Private. I create an Account, then click New Task. No problem. Next, I create a Case, click New Task: insufficient priviliges. What am I missing here?
2
votes
3answers
1k views

Private or public read-only Organization Wide Settings for custom object?

I would like to know about how can I distinguish whether a Custom Object OWS is set to Private or Public read-only via Apex. As far as I know and find referenced here Get object sharing setting on ...
2
votes
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 ...
2
votes
1answer
3k views

How to share Contact Record without linking Account Record

I have few Contact Record and I want to share it with other Groups. I have set the Contact Sharing rule and also set the Object level access for the profile. Thing is, I am able to share Contact ...
2
votes
1answer
6k views

how this Grant Access Using Hierarchies works?

How this Grant Access Using Hierarchies works. Please explain I am getting confused. Please explain me how this Grant Access Using Hierarchies works in OWD setting, groups etc. Does its use changes at ...
2
votes
1answer
2k views

org wide defaults for an object explanation of settings

If I set up the OWD for an object a, with out sharing rules, manual sharing, or role heiarchy what can we expect to see? For Private- do they see only records they own? or that users in their role ...
2
votes
1answer
290 views

Query related to Manual Sharing and Sharing Button when OWD & Role Hierarchy is used

I just setup a new DEV ORG and setup below scenario for a testing The Accounts OWD is set as Private I have 3 users User_A (Admin Profile), User_B (Standard Platform) & User_C (Standard Platform) ...
2
votes
1answer
52 views

what happens to the records if record owner is inactivated or deleted from the org

I have private sharing mode (OWD) for a custom object. Thus, only record owners have access to their respective records. Now one of the owner (user) needs to be deactivated. how to handle the records ...
2
votes
1answer
225 views

How to Hide Calendar/Activity Details by user wise?

I have imported A,B,C,D User Event details in Admin User. those all user events are Showing in admin calendar view. like below Image. How can i see particular users details in separate tab like ...
2
votes
2answers
701 views

ContactAccessLevel is 'Read' on AccountShare object but user cannot access the contact still?

I have a user who is trying to view a "Contact A" related to "Account A" and here are the settings. User has read access for the "Account A" and all the contacts related to "Account A" as per the ...
2
votes
2answers
209 views

Default sharing access levels for account owner

This was the exact question that someone asked long back ago on stack overflow. Account owner defaults to following sharing access levels in my org. Account Access: Full Access Contact Access: Read / ...
2
votes
1answer
816 views

Access OWD (internal and external) in Apex?

Is it possible to get the Internal OWD and External OWD of custom objects in Apex? Is there any API or object from which it can be retrieved?
2
votes
0answers
45 views

ant won't set sharing OWD on new objects?

I am using ant migration tool to deploy a new custom object to a target. This object has external sharing OWD set to Private. I've verified this in the object metadata. <externalSharingModel>...
2
votes
1answer
43 views

How to restrict lead records when i change the status field?

I am creating two users A and B using salesforce profiles. when user A create lead with status open it will show Admin user,User A and User B. Now my requirement is User A changed the status is ...
2
votes
1answer
177 views

Confused with 2 scenarios on Contacts and Accounts

I am beginner to salesforce and confused with accounts and Contacts relationship. Please clear me on the below scenarios, If Account and Contacts are set to private in OWD settings, users cannot see ...
2
votes
0answers
233 views

Cannot update OWD sharing when using Apex shares

We are using Apex sharing to share records owned by internal users with external partner users. We would like to have the OWD (Organization-Wide Default) for a custom object set to public read/write ...
2
votes
1answer
545 views

Adding members to Account Team

OWD for Account /Opportunity and cases are private. I have formed a group in the organisation which includes only post sales consultant. The members of the group should have the flexibility to add ...
2
votes
0answers
656 views

How can a Partner User will able to see Reports based on Product/Pricebook

As mentioned by salesforce.com the Partner Users can only able to report on S/C-objects which are Private in Sharing Settings, then how can Partner Community User can see Products/Pricebook fields in ...
1
vote
1answer
421 views

OWD and Sharing Rule scenario with Role Hirerachy

I was doing some workbook and came across below scenario. I have created a Custom Object called Position. I have set the OWD as Private for custom object Position and setup a Role Hierarchy where ...
1
vote
1answer
190 views

“Who sees what” videos on Youtube now mostly private. Other way to view them?

Another exam coming up and again I am trying to understand the subtleties of object and record access (for me the most complicated thing in Salesforce). There is an enlightening Salesforce video ...
1
vote
1answer
811 views

What is security access for child record when master is private

There is one junction object in which one master object has owd public access and one master object has private access
1
vote
2answers
595 views

Is it possible to change Field Level Security with Workflows

How can I show a hidden field to a user after triggering a workflow which will evaluate on certain condition and will decide either this field need to be visible or not?
1
vote
1answer
59 views

How can I write a trigger when OWD settings change?

Can I write a trigger when OWD settings change in the org?
1
vote
1answer
829 views

How to give Edit access to a user to the records that are not owned by him

I have a custom object with OWD as private. Now I have a requirement where a user has should be able to EDIT records that are not owned by him But should not be able to delete them. I tried creating a ...
1
vote
1answer
73 views

Customer Community licence is not allowing to give view all access on account

Organization-wide default is Public read/write. I want a community user to access all account from community. I tried to give view all access through permission set but getting an error - . The ...
1
vote
2answers
2k views

does sharing applied to child object

I have created custom object in MD relationship and set the master to private . when I Tried to applied sharing rule on Master . It is not effective on child object. does sharing applied to child ...
1
vote
1answer
652 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'...
1
vote
1answer
910 views

How to determine if User is external

I want to know which sharing rules (OWD) are relevant for each user. In order to do that, I need to know if user is internal or external. How can i get this info using SOAP API?
1
vote
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 ...
1
vote
1answer
50 views

user unable to Edit Task, gets insufficient privileges error

A person trying to Edit a task he is "Assigned To". Profile has --> "Edit tasks" permission OWD for TASk is --> Controlled by Parent Tasks is related to either ( Account/ Opportunity) for both ...
1
vote
0answers
19 views

Getting AccountTeamMember with Edit on OpportunityAccessLevel when OWD are Read Only

We're using apex to dynamically add/remove users to Account teams which seems to be working fine but we're noticing that users added are only getting Read access to Opportunities after being added to ...
1
vote
1answer
261 views

Contacts visibility to site guest user

My site guest user needs access for all the contacts in the instance. Right now site guest users can access contacts created by guest user. They are not able to access contacts created by Salesforce ...
1
vote
0answers
34 views

Editing a contact that has no Account and are owned by others

With Contacts that has Public read/write in sharing settings and the user has read,edit,create,view all permissions only. The user will not be able to edit the contacts owned by other users unless ...
1
vote
0answers
61 views

How to overcome “Insufficient previliges” on accessing child object while its parent have public read only access?

In my org, Account object have OWD as public read only. And I have a custom object C1 which is a child of Account (Master-Detail Relationship). If a new record is created for C1, it gets saved at the ...
1
vote
3answers
666 views

Updating Record access Level

On Account object - OWD as Private I have a requirement consist of Two roles as 1. Process Owner - Creator of accounts 2. Manager Team - Verification team having access to those accounts We have ...