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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39 views

Journey Builder Activation Error: FIELD_INTEGRITY_EXCEPTION;Required field is missing: rules;;Flow Save failed

Until Last Friday, I was able to activate my Journeys that had a Salesforce Data Event as an Entry Source without any problems and since then nobody has edited the user permission settings as far as I ...
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1answer
545 views

Permission Sets on Quotes Template

I would like to create a permission set to give an access to all quote templates. I do not want some users within the same profile to see or have access to the quotes template. How to user can only ...
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1answer
230 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 ...
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2answers
2k views

how to analyze salesforce profiles, roles and permission set?

An org with 600+ users, 500+ roles and 70 profiles. my job is clean up the role and profile in system manner. to be specific, I need to analyze each profile and role to understand and compare similar ...
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449 views

What User permission required to upload chatter images?

I am looking for profile permission to upload chatter images for other users.
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2answers
42 views

How to check if user has permissions to create specific object

Given User.Id, how do I check with SOAP if this user has permission to create Contact or Lead? Update: So far I've discovered only this solution: SELECT ProfileId FROM User WHERE Id='...
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0answers
22 views

Community Welcome Email Merge Fields Not Merging

I have a visualforce email template being used as the Welcome Email for a Community. <messaging:emailTemplate subject="Welcome to X" recipientType="User" relatedToType="Account"> <...
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1answer
20 views

Permissions for Flow Users on ContentDocuments

I have a signature capture screen flow that allows us to get digital signatures for users. When testing as a system admin everything worked as expected but when running as a user they don't appear to ...
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1answer
32 views

Restrict users to open Notes & Attachments [closed]

We have Account object which is common for all the users and they can see all the attachments for this object. Is there any way to restrict users to open Notes & Attachments? Only Account Owner ...
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2answers
394 views

Opportunity product field permissions

I'm looking to give specific user access to edit single custom field on 'Opportunity Product'. This user should not have the ability to edit any 'Opportunity' field. I created ‘Opportunity Product’ ...
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2answers
3k views

Articles not visible to Salesforce Community members

We have a private Salesforce Community built on Spring 16 Napili community template. Regular community members are not able to see articles. We followed the steps from this question for the custom ...
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1answer
22 views

Permision control of Notes and Attchments

How can we control the CREATE/READ/EDIT/DELETE permission of Notes and Attachments via Profile/Permission set? Is the permission of Notes and Attachments govern by the parent object like Account, ...
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2answers
56 views

Is a trigger on User the best way to add permission sets for Community Users?

I started reading about the RegistrationHandler interface but that is designed to allow the overall authentication and User creation process to be varied. In a Community, users can self-register (...
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InboundMigrationToolsUser error while migrating org

I have this error when trying to migrate an org to a brand new one. Unknown user permission: InboundMigrationToolsUser I know this kind of error sometimes are related to some setting or feature ...
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26 views

Access needed to view Apex job status on visualforce page

I have the code below on a VF page and controller that I inherited, and need to move to another org. This is a page that lets a user kick off a batch job, and monitor the progress. I'm finding that ...
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1answer
31 views

Allow Profiles To ONLY See Records Created By Their Profile [closed]

I have been put to the task of cleaning up our companies Salesforce org. We have lots of apps on it, and each profile has it's own org. So the main issue I am running into is other profiles seeing ...
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1answer
691 views

How do we restrict access to certain Account, contact and opportunity records to certain users

I have a few Accounts, Contacts, Opportunities and a custom object to be accessible only to a group of users. All other Accounts/Opps/Contacts/Custom Objects are to be accessible by all users. The ...
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12 views

How do you add permissions for creating a geofence message and new geofence points via Users -> Roles

I want to assign a role with permissions to send push messages and geofence entry and exit messages. Currently the role can set up and send messages but can't set new geofence points, I am have ...
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1answer
522 views

Callout to web service doesn't work depending the profile I'm using

I have a customized button that once you click it, a new window it's open displaying some data from an external app, getting the data through a SOAP web service. If I'm logged as System Administrator ...
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20 views

User cannot see attachments for one record but can see for other records on the same object

One user can see the attachments for 1 record but cannot see the attachments for another record for same object. Scenario: User : U Object : A Record 1: User U can see the attachments Record 2: User ...
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2answers
17k views

How to access profile permissions via API

If I know the name of a certain profile, I would like to obtain CRUD permission settings for each object in the profile using Apex. I see that there is an sObject called Profile, but this only ...
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10answers
11k views

Can I compare Profiles?

We have many profiles in our org, and I suspect that some of them are redundant because the person who originally set them up didn't seem to understand the purpose of Profiles (confusion with Roles, ...
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1answer
370 views

User Record Access

For an custom object (say customer__c) In my two of the sandboxes, If I query for UserRecordAccess [SELECT HasAllAccess, HasDeleteAccess, HasEditAccess, HasReadAccess, HasTransferAccess, ...
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26 views

Disable View Roles and Role Hierarchy and View Setup and Configuration in profile System Permissions

I am trying to disable View Roles and Role Hierarchy and View Setup and Configuration System permission from a specific profile. When I click on Save button after removing checks from the check box ...
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2answers
481 views

Access InsightExternalData & InsightExternalDataPart objects in SF

I need to use InsightExternalData and InsightExternalDataPart objects for uploading csv files in Analytics, but these objects are not available under external objects in the org. When I am trying to ...
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1answer
24 views

Move permission set assignment in different tier using ANT

I have created custom permission and added it to newly created permission set and assigned users to that permission set. I was able to move Permission set and Custom Permission file from DEV to ...
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1answer
1k views

Setting default RecordType on the permission set

I am trying to use permission sets to dictate what record type people have. The idea is I only assign one record type per permission set. So when a user creates a record they don't get the record ...
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1answer
368 views

How to modify CRUD permission on an object programmatically?

I want to modify CRUD permissions for a custom object inside my Visualforce page controller (accessible only by administrators) in order to hide/show this object to other users when clicking on a ...
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15 views

How do I permission-control community pages?

I have multiple communities set up in my org. I already have them set up such that pages with important data are login-protected. What I would like to do, however, is control who can see what. ...
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0answers
46 views

Schema.getGlobalDescribe not showing all standard object even from System Admin Profile

I am trying to run very simple code in a static method under classs. Method: public class TestUtil { public static void testMethod1() { for(String str : Schema.getGlobalDescribe().keyset()...
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1answer
26 views

Is it possible to allow a user to send Test sends but not Live sends?

Is it possible to allow a content creator permissions to perform test sends but not send live sends? If so what permissions would I need to select? Thanks
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1answer
35 views

Object Permissions from permissions sets don't work as expected

What does the " -- " in the type of permission object? I need to set this to readOnly
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2answers
3k views

Getting all Users and their Custom Permissions

tl;dr Want to make a SOQL to return all Users and there (custom) permissions Hi there I've just started using SF, so bare with me if this is very basic. One of the usages of salesforce we're ...
2
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1answer
38 views

Code Snippet: remove “read” permissions for non-admins

I'd like to create a code snippet that can only be viewed by admins on the account. The code snippet would contain sensitive key information for a tokenized parameter and only admins should have ...
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0answers
29 views

How to add access for custom settings with protected visibility in 'Enabled Custom Setting Definitions Access'?

I have a managed package with custom settings and one custom setting has a protected visibility since we are storing my user's API key and secret key. We have users who have users who don't want to ...
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35 views

Hide all Opportunities from Profile

I am trying to hide opportunity specific fields (name, DOB, address) for a group of users in Salesforce. Since those fields are defaulted and can't be removed is my only option to change the Org wide ...
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46 views

want to query all ContentDocument without changing permission “Query All Files: Allows View All Data”

I want to run the following SOQL and want to get all the ContentDocument from all users. SELECT OwnerId, Title, FileType, LatestPublishedVersionId, ContentModifiedDate, CreatedDate FROM ...
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0answers
16 views

Comparing Profiles in order to Consolidate (2020)

I have gone through most of the options for comparing profiles in an Org where there was no control over their creation. I need to compare profiles and find major differences to consolidate them into ...
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1answer
29 views

“Protected” Records and profiles permissions

In our org, we have a custom object, which all records meeting specific criteria need to be protected (criteria is StartDate older than 3 months) By 'protected records' we mean: for some specific ...
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2answers
374 views

Vf Page on lightning home page giving error

I have created a VF page to display Feeds on lightning home page. <apex:page showHeader="false" sidebar="false" > <chatter:feed entityId="{!$User.Id}"/> </apex:page> this page is ...
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1answer
705 views

Cross reference works for ID but not for External Id

I am facing INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY while creating CaseComment object with external id CaseNumber for Case parent object. I am using the profile with "Partner Community" user ...
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1answer
27 views

Is it necessary to check isUpdatable() when process run in system mode/trigger to pass security review process

In salesforce, we have a scenario, on the trigger of the lead object we are updating some records of Campaign. But the user on the behalf of we are running the trigger does not have edit permissions ...
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1answer
20 views

Enterprise Territory Management without Sales Cloud User License

Is it possible to setup Enterprise Territory Management without Sales Cloud User licenses effectively? What are the downsides? We currently only have Service Cloud User Licenses but have enabled ...
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2answers
155 views

Deleting ActivityHistory and FieldHistoryArchive

I Am trying to delete both ActivityHistory and FieldHistory archive but have run into the below errors: DML operation Delete not allowed on List<ActivityHistory> DML requires SObject or ...
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1answer
44 views

Not able to find Service Analytics Admin permission set

I am trying to create App in Einstein with Field Service Analytics template. To do the above I am following this. I need to provide below permission sets to the Integration User: Service Analytics ...
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0answers
21 views

How to show errors from lightning component on Visualforce page?

On a visualforce page, I have lightning components running inside lightning out container. When a user without permission to the component logs in and goes to this page, there is an error message at ...
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1answer
412 views

person account security settings

For all the Business Account I need to have Read Only access and for the person account I should have read Only, Create and Edit permission. Where I can make the changes or settings?
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0answers
34 views

How to start and stop campaigns in Marketing Cloud?

The documentation https://developer.salesforce.com/docs/atlas.en-us.noversion.mc-apis.meta/mc-apis/campaign.htm mentions that a campaign can be started and stopped via SOAP APIs. Where can we find ...
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1answer
27 views

Negative Unit Test for a Visualforce page profile permission

I do not want users from a 'XYZ' profile to access a VF page. I have removed the permission from profile level for that page. Functionality is working correctly and the user gets insufficient ...
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0answers
17 views

Updating a bunch of profiles by adding Custom Metadata types

I am trying to update a bunch of profiles by adding Custom Metadata types as they are required to be added for Spring 20 release if called directly from VF and I am not sure how can I add custom ...

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