Questions tagged [permissions]
Salesforce permissions are all about what a user can do in terms of Field Level Security, object level access, Apex class access, Visualforce page access, and other built in Salesforce access that are handled via a profile or permission set.
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Integration User license: restrict access to specific fields on a standard object [duplicate]
I would like to give an API user^ the least necessary permissions to interact with (particularly edit) objects. Ideally, I would enable only the fields they need to be able to edit.
First I tried ...
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Automatically, or at creation, assign a new class to a profile
We are testing the use of the new Integration License for API use.
.
We have been using the Admin license for our portal, which automatically gets assigned permissions to any new classes that are ...
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Why can I create a ContentDocumentLink via Apex but not via DataLoader?
I am trying to copy data from one org to a sandbox via a backup tool and SF Data loader. Most things worked fine, but ContentDocumentLinks are missing.
I tried loading them via Salesforce Data Loader, ...
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25
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Minimum permissions for a Salesforce Integration license user to create Users and assign permission sets
I am setting up a new Salesforce Integration user (one of the 5 free licenses) to act as the running user for our corporate onboarding/offboarding systems
Username onboard-offboard-integration@...
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What is the meaning of Type field on PermissionSet standard object in Salesforce?
Documentation page about permission set provides a limited information about Type field.
Type: reference
Properties: Filter, Group, Nillable, Sort
Description: Available in API version 46.0 and later....
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Where is the official documentation for how the "$Permission" field type functions in Formula Fields?
You can create Formula Fields that reference values from "$Permission". How are those values created? What is being referenced?
Providing the official documentation and additional ...
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29
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Concern with "modify all data" permission to upload a new version of a file
As per the documentation regarding Upload a New Version of a File, the note section says that
Only file owners, collaborators, and users with the Modify All Data
permission can upload new versions of ...
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20
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sObject type 'OrderItem' is not supported in Flow Get Records on OrderItem
Whilst migrating profile-based permissions to minimum access - salesforce + permissions + permission set groups, the running user started a screen Flow and got this error:
sObject type 'OrderItem' is ...
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112
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I am getting this error: You do not have the level of access necessary to perform the operation you requested. on a Experience cloud site
I have an Experience cloud site, and a 'Community Plus User' is trying to update a record, I get this error message when he clicks on the standard 'Edit' button:
Looks like there's a problem.
You do ...
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How to grant access to Events for Salesforce Integration User License?
I have created a profile for API user with the License Salesforce Integration. Now, this user is missing an access to the Events object. Following the documentation, I still can not find the checkbox ...
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Best way to analyze and clean up permissions, profiles, and permission set?
I’ve recently became an accidental Salesforce admin for a very large org and I’m working on scrubbing the profiles and permission sets since there seems to be a lot of irrelevant ones with minimal ...
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Does 'View all data' permission in salesforce give users access to private reports of another user? [closed]
Does 'View all data' permission in salesforce give users access to private reports of another user? Couldn't find any exact theory on this.
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Integration user can't be used for Lead conversion
I'm trying to get the Integration user to convert a Lead via REST API. But it seems Integration License cannot have App permissions like Lead conversion.
I created a Permission set with Convert Lead ...
- 2,417
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Find sobjects for which you can not give object permissions [duplicate]
Does anyone know how to find objects in Salesforce for which you can not set object permission at all ?
if you look in the profile / permission set object permission list there are objects with "...
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How to give access to only one field by a record owned by other user
I have a field that will only be edited when the process is finished, but the record owned by a person A and will be edited by a person B. I tryed a lot of things, but not work. I can’t change de owd. ...
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Is it possible to remove all access to converted leads while still maintaining access to non converted leads?
I'm aware of the "View and Edit Converted Leads" permission, which I've already set to false.
The issue is with an integration user and profile. The service using the integration user ...
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137
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Manage permissions "The list view you requested was deleted, or you don't have permission to view it."
I'm using a Scratch org and trying to assign a Permission Set to a User. I go to "Setup" > "Permission Set" > Select a permission set > "Manage Assignments" > ...
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GitHub Actions failing to deploy using Salesforce API Only System Integrations profile
I'm trying to setup a dedicated GitHub Integration User that uses the new Salesforce API Only System Integrations profile. However, when I do a deployment using GitHub Actions I receive the below ...
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77
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Salesforce standard object not showing in Einstein search layouts
I'd like to make the object "Return Order" searchable in Salesforce Einstein global search.
Currently, I have access to two other Sandboxes where this type of search is possible, but in ...
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44
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Use lightning-record-form with object Layout to display record
I'm currently having some issues with displaying a record of a custom object
This occurs when a user that only has read access accesses this page - I'm currently trying to use lightning-record-form to ...
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How can I get the user-friendly label for the available permissions?
While I'm able to query the PermissionSet object and retrieve FIELDS(ALL), parsing the fields that start with Permissions to see which permissions are available, I'd like to get the user-friendly ...
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295
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Is it possible to view which permission set or profile grants access to an object?
For example, I would like to know which permission set grants at least read access to an object.
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76
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getObjectInfo/getPicklistValues permissions needed in public community
What are the permissions needed to use getObjectInfo (needed for default record type) && getPicklistValues wire adapters in public community?
I've added but I'm getting 401 when accessing ...
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205
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Restrict users from changing Opportunity Stage thorugh UI
I have a task to prevent users from changing the Opportunity Stage manually, except for a subset of users which do not share the same profile. I created a custom permission and a new permission set ...
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24
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What is the <userPermission> for RunFlows to add it to an MDAPI deploy
I've extracted the metadata for the profiles, but cannot find any setting that allows me to deploy this. I tried using this, but it tells me 'RunFlows' it not a valid option. How can I deploy this ...
- 1,765
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80
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Salesforce REST Apex Class working in Workbench not cURL
I’ve created an apex class using the rest resource annotation. The apex class takes the json payload, parses it, looks up a lead record from info in the payload, it then updates a field on the lead ...
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163
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How do I restrict users from being able to create ANY flows?
We want to restrict the ability of users to create flows in our production org - ANY flows. How can I do this with the current permissions? We have some issues with admins and other super users ...
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27
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Object-specific (Lead) Activity actions permissions
I am struggling to find the permission related to an issue with user-specific & object-specific activity functionality missing from the Lead record page for end-users only (not admin).
Activity ...
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3
answers
2k
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External credentials principals set for basic auth but fields are not found
I'm trying to use Named Credentials to authenticate to an external API. I read some tutorials, found out that they where basically all indicating the same method, so here is what I did so far :
In ...
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70
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New feature ApexTypeImplementor, do you have to check for READ access?
This new Standard Object https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_apextypeimplementor.htm was added as part of Spring '23.
I am ...
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118
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Salesforce platform user must access only an experience site
I'm in this situation.
All our users with the license "Salesforce platform users" must not access the CRM.
In fact, we are developing a "self-service" community where those types ...
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39
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Email is not getting sent from apex Class if I am using with sharing
I am using invokable apex class for sending email to users when my batch starts and completes, but if I am using with sharing keyword the email is not getting sent although it is showing success in ...
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0
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99
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Persmissions required to query Permission sets and Permission set groups via Workbench
I have applied the Minimum access profile (+ 10 permissions below) to a user who authenticates the connection SF <> EC.
List item
List item
View All Users
View Setup and Configuration
View All ...
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194
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Field Service Booking an Appointment Error
I am having problem booking an appointment using Salesforce FSL managed package in a sandbox environment. I login as user with the agent permission set and license assigned and I tried booking an ...
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1
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205
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Delete ContentDocument through REST API permission
I'm trying to delete a ContentDocument, added as attachment in an Account, throught REST API. I'm able to retrieve the ContentDocument, Get the Document Data (requesting ContentVersion as described ...
- 532
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151
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User with Minimum Access Profile/Permission Set Cannot See Any Buttons on Object Pages
We recently created a new profile cloned from the Salesforce Minimum Access profile and added the rest of the necessary permissions for the users via Permission Sets/Groups.
We noticed the users with ...
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Restrict field edit access
My org has OWD as Private for opportunities. I have a specific requirement where one user needs to be able to edit 3 custom fields in all opportunities , but not other fields should be editable. No ...
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1
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321
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After Enabling "Set Audit Fields upon Record Creation" Permission check for is createddate Creatable still returning false
I have set Enable "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners User Permissions" permission checked true in userinterface. After that i am ...
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462
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Update ContentVersion custom field by user with Salesforce Platform license
I have ContentVersion record with custom field Status__c. I have apex code updating Status__c field. It is working correctly if I use user with Salesforce license.
The updating user is not owner of ...
- 69
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0
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681
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Record-Triggered Flow not running as the specified automated user
Screen-Flow: customer-facing webform executed in User Context as a Guest User. This Flow simply creates a Case.
Record-Triggered Flow: triggered when a Record is created, running other queries and ...
- 11
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votes
1
answer
225
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Composite API issue
I am trying to insert record into Member Plan object using composite API.
Note : For simplicity in the below request I removed all other post in coposite API and adding only one with hard coded values
...
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0
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408
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Cannot access sObjectType 'OrgWideEmailAddress'
I am encountering an exceptionally unusual issue.
I have a User A (running under Profile A). This profile has minimal permissions. It has only Permission Set A
Permission Set A gives "View Setup ...
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1
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157
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Unit Test Error Using System Admin Profile: INVALID_FIELD_FOR_INSERT_UPDATE, Unable to create/update fields: Name. Please check the security settings
I'm getting this error when creating an Account inside a Test class. I'm using the System Admin profile to execute the tests, and this profile has permission to edit the Account Name field (mentioned ...
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1
answer
2k
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Profile Deployment Error: Unknown user permission CanAccessCE
We are getting an error when trying to deploy code of our project into another sandbox.
Every profile has failed with 'Deployment Error: Unknown user permission CanAccessCE'.
While the nature of such ...
- 2,990
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262
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Unable to create/find tab for Survey Invitation object
I have enabled Surveys in Salesforce and the Survey tab is visible to the user. However, I am unable to find the tab for Survey Invitation.
For profiles, the tab setting is unavailable:
I cannot find ...
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1
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18
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How to set Biderect permission edit in roles salesforce
i wanted to give access edit (Lower and upper) if they are in same hierarchy.
Example:
SMG SDH
SMG SPV
SMG ADM
JKT SDH
JKT SPV
JKT ADM
i want Jkt spv can edit both of jkt sdh and adm, but ...
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1
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236
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How can I make the public group is just visible for system admin?
I have created a set of users under the public groups.
Now I wanted to make that public group to be visible to system admin .
Basically how to control the visibility of a public group ?
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1
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32
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How to restrict provide user access to specific records inside one app (let's say Insurance -> Employee) and provide all access to another app
I want one user Rahul to have access to specific records (let's say all employees from India) inside Insurance App. But when he switches app like Sales he can see all the employee.
Any idea How can I ...
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74
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Show case picklist values from parent object
I am working on showing picklist value on the basis of user permission set / profile.The picklist values on child needs to be shown on the basis of certain permission assigned to the user.
I do not ...
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105
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Different list view for different portal
I have a requestion regarding to list view of Case object.
As our production Org can create 100 sites in Experience Cloud, our team decided to build two different sites for two different types of ...
