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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Customize Application permission needed for Visualforce Page which calls Apex Class to work

Trying to disable the Customize Application permission so that end users aren't able to customize the platform. The problem is that a visualforce page calls some apex code to export data to XML (...
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1 answer
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Beginner level questions

I apologize if I'm not asking in the correct area. I had a few questions that I can't seem to find answers for. If anyone can help, it would be greatly appreciated. 1.) If a manager had access to ...
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How to create a task with Google API with Salesforce and How to resolve error with Einstein activity capture

I want to know if is possible to create a task using REST API for Google Calendar, I was searching for this topic but I only found documentation for Events, and for reminders is still not possible ...
1 vote
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27 views

How to document Salesforce user profiles - SOQL queries to pull data

I want to document and compare user profiles quickly without having to flip between profiles in Salesforce. I typically use the Permcomparator tool but this would be a file that all teammates would ...
0 votes
1 answer
45 views

Is a private list object being accessed by a public method causing a problem?

I have a nightly build process that sends messages based on the status of a case. It just started erroring out in production, but doesn't break in sandboxes. There is a message list object defined at ...
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1 answer
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Unable to find delete permission in object settings for a custom profile

I would like to give delete permission on a custom profile for account object, However when I go to the profile I don't see the delete object permission, the only available are Read, create and edit. ...
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Why would ConnectAPI temporarily throw "Insufficient Access" errors for a Customer Community User?

Have an odd scenario where a callout to ConnectAPI ChatterFeeds is temporarily throwing "Insufficient Access" errors when a User I log into via the "Login to Experience as User" ...
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10 views

How do I add the Download in Excel and Download as Image to share Template in Analytics Studio

Unable to view “Download in Excel Format” and "Download as Image" lenses value table using Tableau CRM. Is there a permission that the user is missing? Thank you.
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Can Force.com - App Subscription License users not run Flows?

I have set up a record change launched flow that posts to a slack channel when a record meets a certain condition. I've set up the Force.com - App Subscription users with a permission set that ...
1 vote
0 answers
39 views

How to determine if a given User can view a given FeedItem

I'm using the query API to retrieve User and FeedItem objects. I want to be able to determine which users can read/view which feed items. FeedItem has Visibility property, but it doesn't help much. ...
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How to limit the visibility of some charts on the salesforce dashboard?

I have a dashboard where a lot of reports are displayed (graphs and diagrams that are based on them). There are also several users. Question 1: Can I somehow configure access so that only part of the ...
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59 views

How Can I control who can edit a Task?

I have an assignment that ask me to limit who can change fields in the object Task. So the only users that are able to change fields in Quote are the ones who are in the Queue assigned for the Task. ...
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1 answer
150 views

Why can't I remove access for that specific field in a profile?

I have a custom object "Ticket" and I want to remove "Edit Access" for a standard profile "Standard Platform User" for the field "Approved To Start Work" but I ...
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1 answer
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How can I stop Email Preview from executing API calls?

Trying to institute tokenized links in the emails that will allow users to sign-in to the company's website without having to enter credentials. Tokenized links are generated by the company backend on ...
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33 views

Minimum profile permissions needed to generate oauth token of connected app

I have connected app created with 'API' scope enabled. I have the following two profiles and one 'scan user' sys admin (clone of system administrator profile) standard user (clone of the standard ...
1 vote
0 answers
21 views

Guest User permission problem on update operation

I am using the AppExchange Unsubscribe Link package (from Salesforce Labs) (version installed 3.10.0) and I get the following error when I try to unsubscribe a Lead or Contact: ...
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1 answer
243 views

How to access user role and permission information?

We need to provide access to the following: A list of all users, their status roles, permissions, and basic info (user name, email, business unit, etc.) A list of all permissions A list of all roles ...
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1 vote
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53 views

No edit permission on Case created by Workflow when viewed from a Trigger

The issue: before-insert trigger on Task queries 'UserRecordAccess' and finds that current user doesn't have edit permission to the Case that has just been created by Workflow (Case is assigned to ...
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41 views

Managed package Custom App and tabs not visible on production org

I installed a managed package on Production org. After successful installation of the package, the custom app and custom tabs from the package are not visible in the app launcher(6 dots). This only ...
0 votes
1 answer
61 views

Salesforce event monitoring log access required permissions

Have a requirement to create a permission set which will allow users to access the event log monitoring files. As per this link https://help.salesforce.com/s/articleView?id=000363350&type=1 User's ...
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87 views

Can't assign Permission Set License Assignments to a User

I have a User who had a specific FSL Permission Set License assigned. For testing, I deleted this FSL Permission Set License in User edit page and now, I want to revert changes and re-assign the ...
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Error when trying to activate a user [Permission Set License limit]

I'm trying to activate a User and I'm getting this error: All Field Service Dispatcher permission set licenses are in use. For more licenses, contact your salesforce.com representative. I tried: -Go ...
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Enabling global search for all profiles

I am able to search Inquiry_vod__c object records in global search as admin but when logged in with any other user account, I am not able to search that object's record. Can somebody help? Allow ...
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1 answer
150 views

What permission required for user to customize tabs in lightning

How can user customize tabs in lightning like moving around the tabs or removing the tabs instead of admin do those task for the users? in other worlds allow users ability to customize tabs by ...
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1 answer
152 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 ...
1 vote
1 answer
165 views

insufficient access rights on the entity: Prompt

Installing a managed package in sandbox and getting the error:insufficient access rights on the entity: Prompt I am a system admin with modify all data. I have checked under setup and am unable to ...
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Can managed packages define objects you cannot create or update?

I am trying to create objects from a managed package via the REST API, and getting permissions errors. These objects are createable if I use the UI provided by the module to create them I can't find ...
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1 answer
33 views

Custom metadata type record update by standard user via without sharing class?

I implemented user preferences for a Visualforce tool using custom metadata type record to save the preferences. Although the VF controller is a "with sharing" class, it calls the (metadata ...
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1 answer
156 views

Insufficient Privileges on Recall Approval CPQ button on quote

Note: Everything is working fine for System Admin Profile but not for non-admin profiles I have one issue where CPQ -> Recall Approval Quick Action throws me an error. You do not have the level of ...
0 votes
1 answer
207 views

How to give access to Object Manager via permissions without making the user an administrator?

I'm looking for a way to give a specific user the ability to make changes to Lead and Opportunity via the "Object Manager" screen without giving them access to full admin permissions. I've ...
0 votes
1 answer
94 views

Delete Case button access removed while keeping Delete Case access on object for merge purpose

I have a requirement to remove the access for specific users, on the Delete case List View button. These users should still have Delete access on the Case object, in order to be able to merge cases. ...
1 vote
1 answer
585 views

Image from Rich Text Field is not visible in community site to guests

We are using Rich Text fields to allow our users to upload images that are displayed in our community site. This has been working or us for years. Guest users, logged in users they can all see the ...
0 votes
0 answers
42 views

Is there a way to give platform users read access over the PackageLicense object?

I am experiencing an issue when trying to use a feature in a managed package. From the debug logs it seems the package is querying the PackageLicense object. My read of the debug logs is that the user ...
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0 answers
457 views

secure query included inaccessible field

I have a test method which I am trying to run from a particular profile. I am trying to access an object called Interaction and that profile has real all record permission. When I am running the first ...
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1 vote
2 answers
502 views

Updating Permissions and Profiles through Visual Studio Code

I am new to VS Code and trying to copy Permission Set permissions into a Profile so that we don't have too many permission sets. I thought rather than checking in SF and clicking back and forth I can ...
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0 answers
573 views

Dashboard/Reports Can Access without giving access to user

Currently doing some Dashboard/Reports. just found a weird problem. I've created a dashboard/Report which is under a created folder (System Administrator Access). In that folder I did not give any ...
0 votes
2 answers
366 views

How to give Edit access to files to non-system admin users?

Purpose for this access is because the super users want to edit the File names to a proper naming convention that were uploaded in the Opportunity object. Permission sets I tried to assign: App ...
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0 answers
251 views

What is needed for a User to be able to get the return value of a Decision Matrix Action in an Integration Procedure?

We are using vlocity at my current workplace and recently updated to the most recent version and we're running into an issue switching from Calculation Matrices to Decision Matrices. We've trued ...
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0 answers
21 views

Create PDF Returns Accurate Preview but PDF Lacks Data

I am an Admin user for our SalesForce org, and the only user experiencing this issue. Users of both different and the same profile type are not experiencing this, which leads me to believe it is not ...
1 vote
0 answers
40 views

ConnectedAppPerms

Is it possible to set up a custom profile for a connected app? The objective is to provide a developer external to the org with access to opportunities, and only opportunities via cypress automated ...
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1 vote
1 answer
927 views

Listview visibility problem

I got really interesting issue and cannot find clue to solve it. I have many listviews and some of them should be hidden for the moment. So I created new public group, let's call it "empty", ...
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0 votes
1 answer
189 views

Marketing Cloud App SOAP API "Error: API Permission Failed." on every call

Overview: I am using SSO to login to my marketing cloud app, and trying to then hit the API to load a list of DataExtensions. However it seems no matter the call I make, I get the same error: <?xml ...
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0 answers
47 views

Visualforce sites.com page - Display all records on VF page from custom object

I am trying to build a Sites website so I can make a blog of technical tips for my users available from Salesforce. I have followed the guidance on Visualforce - Display all records on VF page from ...
0 votes
2 answers
234 views

Create Record quick action is not visible for non-admin users

I have a custom quick action using which users can create contract from opportunity record page. Now, the issue here is that, all the non-admin users are not able to access the quick action. But the ...
-1 votes
1 answer
155 views

Which permission allows user to edit topics inside community in salesforce?

I have created few topics as Community admin from content management and i want end users to only view topics inside community but not edit them. Which permission in salesforce restricts user from ...
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No apex action available for apex:class

I have an lwc that calls an apex method but somehow one of our prod users can access the initial method. Profile and permission sets have access to the class and also any other kind of user can ...
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2 answers
432 views

Cannot enable a section in profile System Administrator

Run Flows I cannot check these box in the profile System administrator..Should I use permission sets?
1 vote
1 answer
2k views

Quick Action: You can't perform this action on this page

Since Spring22 upgrade, a strange behaviour has been observed and despite our investigation, we have not found the solution yet. When we click on a custom Quick Action on some Accounts (and only on ...
-2 votes
1 answer
309 views

How to enable different fields for different users with the same profile and record type in Salesforce

I have a profile XYZ in salesforce which has access to fields A,B,C and D. I have 2 users, User A and User B. User A needs access to fields A,B,C only while user B needs access to fields A,B,C and D. ...
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0 votes
1 answer
203 views

Sharing rule does not expand permissions for specified group members

I have a custom object called Banner that I'd like to allow portal users to view and portal administrators to create/edit all records. Currently the admin can create, edit, delete their own records, ...
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