We’re rewarding the question askers & reputations are being recalculated! Read more.

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.

Filter by
Sorted by
Tagged with
0
votes
0answers
5 views

Update all subscribers from a synchronised data extension

If we were to use a custom preference centre and synchronise the optin status of an email address and subscriber key into marketing cloud using a synchronised data extension managed in sales cloud, is ...
0
votes
1answer
33 views

Way to assign read only to ALL fields at once?

Is there a quick and dirty way to assign read only to every field in all objects at once? It is rather tedious for read only profiles to go object by object/field by field. Thanks!
0
votes
1answer
574 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 ...
3
votes
1answer
428 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 ...
2
votes
1answer
24 views

Field level Security Or Profile permission edit not working!

On a "section" of the Opportunity Object I am trying to give "read only" to a specific profiles or specific user however when I go to profile I am unable to edit profile permission of the object I am ...
0
votes
1answer
13 views

Different QuoteDocument using Connected APP REST API and Workbench / Interaction

I've set up a autolaunched Flow, which creates a PDF based on a Quote Template. My connected APP use this Flow through the REST-API. The output is an empty PDF with a Size of 2 KB. The same Flow, ...
0
votes
1answer
21 views

Object doesn't exist or isn't accessible to the Integration User

I am trying to create App in Einstein. Getting the below error while creation of the App: Your org does not currently meet minimum data requirements to proceed. Please fix the following issues ...
0
votes
1answer
11 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 ...
0
votes
1answer
43 views

B2B Commerce product access to logged in user

I have the following problem in Commerce Cloud's B2B Commerce (formerly CloudCraze) 4.11: A guest user (Anonymous) can browse and see products on the PLP and PD pages. A logged in user, however, ...
0
votes
1answer
19 views

How to set field visibillty of all custom fields in salesforce using Metadata API

I am implementing Salesforce MetadataAPI , i created the custom fields using Metadata API but those fields are not visible , so how to set fieldlevel visibilty to all custom fields using Metadata API
2
votes
1answer
48 views

“Metadata Through Metadata API Functions” permission Not Working

I want to make a permission set such that a user only has Metadata Access and preferably only Read-Only Metadata access through Ant. The idea is I want to make a "Backup Metadata" user. I do not want ...
1
vote
2answers
444 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 ...
3
votes
1answer
40 views

Details on Marketing Cloud Permissions?

Does anyone have any details or a link to a page that explains the granular permissions within Marketing Cloud? The documentation is atrocious in this area. It looks clear in the documentation here ...
0
votes
1answer
14 views

Read Access to Parent, but No Access to Child - Master/Detail

I have a master-detail relationship between two custom objects. I have read, create, edit on the parent record, but no access at all to the child due to profile permissions for the user I am looking ...
1
vote
1answer
831 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 ...
0
votes
0answers
14 views

How to allow public access to a flow in a community

I have created a Form using Flow and I have placed it in a community to be able to give it a specific URL. My main goal is to make this page accessible to everyone, without forcing them to create a ...
0
votes
1answer
9 views

Limit records based upon multiple criteria on object and user

I'm looking at limiting access to certain records such that should a record be assigned to a certain group of users (via some field on the object), only those users would be able see or edit those ...
10
votes
3answers
4k views

What are permissions are needed to upload a file via a public Salesforce community page?

I would like to be able to upload files using <lightning:fileUpload which is on a public community page. The community is using template: Customer Account Portal. The files would get attached to ...
1
vote
1answer
340 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 ...
0
votes
0answers
21 views

An error has occurred in the following section: [Exception, TransferRequiresCrudReadException]. Salesforce.com has been notified of this error

When I am updating account owner AAA to BBB, i am facing below error. I have checked profile level, Role level and share settings. Every level i have configured perfectly. But i created test account ...
0
votes
0answers
10 views

SOQL query on FieldPermissions is not returning row for all the fields of the sobject?

SELECT Id, Field, SObjectType, PermissionsRead, PermissionsEdit,parentid FROM FieldPermissions WHERE SObjectType = 'Account' AND parentId IN ( SELECT id FROM permissionset WHERE ...
1
vote
1answer
96 views

Set Password Policy to 'Never Expire' using metadata

I need to deploy profile with Password policy setting as 'Never Expire'. I am not able to get it deploy, don't find the tag use to deploy password settings.
0
votes
0answers
10 views

Unable to Subscribe to Report for one of my Users

I created a report for my Management level users, and they wanted me to add another user. I had no problems adding the management users, but when I went to add the ancillary user, I got this error. I'...
1
vote
2answers
345 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 ...
7
votes
3answers
4k views

How can I Efficiently Check if the Running User has a Custom Permission?

Is there any way to check in Apex if the running user has a specific Custom Permission? The best I know of using available methods involves two separate SOQL queries: public static Boolean ...
0
votes
1answer
647 views

Difference between service user permission set licenses & feature licence

I wanted to understand the difference between permission sets and permission set licences. The text in the documentation is very generic and I was looking for examples. (I finally got it ) I my ...
1
vote
1answer
19 views

Allow user to insert File/ContentVersion when not Admin

I want to insert ContentVersion as a non-Admin Profile/User. When I run the code below I get the error below. I tried to clone the System Administrator profile and call it nonAdmin, that did not work....
2
votes
2answers
23 views

Restrict Content Document access

Can I set No Access to Content Documents at the Profile level? I am working in LEX, with the understanding that there is no way to hide the Upload Files button without customization. So, I thought I ...
0
votes
0answers
24 views

Community user with customer community License not able to run Screen flow

I have created a screen flow and login flow. Have called the screen flow from the login flow. Login flow is configured to execute on community user login. When the community user logs in, my login ...
0
votes
1answer
28 views

Different permissions between REST API and UI

I'd like to be able to set different permissions for the same user depending on whether they're accessing/editing a resource in the UI or via the REST API. For example, they'd be able to edit a custom ...
1
vote
1answer
641 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 ...
1
vote
3answers
47 views

Control access exclusively to custom metadata screen

I am wondering what is the way to get edit access to a specific custom metadata using PermissionSet in UI. Here is what i have done: Setup -> PermissionSet-> MyPSName system permission -> checked ...
0
votes
0answers
68 views

View Flow Usage and Flow Event Data Permission is conflicting across orgs

I noticed today that a permission conflict is resulting in the failure of a deployment and we have no clear way to fix it. The standard admin profile in Production has the View Flow Usage and Flow ...
0
votes
1answer
46 views

Locked myself out of the admin account

Accidentally gave myself API User permission set and now everywhere in salesforce I get salesforce.com/secur/NoAccess.jsp is there any way to overcome it consideringI have the only active Admin ...
0
votes
0answers
27 views

Apex code behaving differently on different domains

We have a domain that is accessible once logged in to Salesforce, that we use to view VisualForce pages, like https://ourcompany.abc123.visual.force.com We also have a domain that has some publicly ...
0
votes
0answers
23 views

How can I deploy Connected App Permission

I am trying to figure out if Connected App Access to Profile/Permission Set can be deployed using Ant/Eclipse. If so what is the node in the Profile/Permission Set file which relates to this.
0
votes
1answer
3k views

User Permissions for Sharing Reports and Dashboards

I want to give specific profiles in my organization the ability to modify and use Dynamic Dashboards. According to this Salesforce Help Page, I need to give the following permissions to the profiles....
1
vote
1answer
57 views

How to manage versions of scheduled flows?

We have an autolaunched flow that we would like to run on a schedule. I have created an apex class to do so, but when testing the class, I discovered that it is encountering errors only associated ...
2
votes
2answers
5k views

Authorization Required on public Site

I'm currently trying to create a public site but am running into an issue where whenever I try access any data I get the 'Authorization Required' A simple test was to create a basic VF page <apex:...
0
votes
1answer
2k views

What really does the 'View Setup and Configuration' permission do?

I have a managed package and when this permission isnt checked, I get a 'resource does not exist' I am asking because this needs to be a permission for customers to be able to use my package. I am ...
2
votes
0answers
22 views

Transaction Security is not available in Scratch Org

How am I able to turn on the visibility for transaction security? I am trying to test an apex class that implements TxnSecurity.PolicyCondition and according to this article to be able to see these ...
2
votes
1answer
1k views

Permission set Assign issue for SalesforcePlatform license

I have create a user with the user license as "SalesforcePlatform", here i create some custom permission sets to assign for that user. The Permission set having the System permission access as "Insert ...
0
votes
2answers
31 views

need to provide one permission to users

I just wanted to add one permission to users (Sales(standard__LightningService) the current approach is to create a permission set and assigned connected app to PS.is this good for only one ...
1
vote
0answers
22 views

VisualforceAccessMetrics: Persmissions to Access this Salesforce Object

I am running this query in Classic => SELECT ApexPageId, ApexPage.Name, DailyPageViewCount, Id, Profile.Name, MetricsDate, LogDate FROM VisualforceAccessMetrics ORDER BY ProfileId But, I am ...
0
votes
1answer
404 views

Unable to Add quote line items : facing error insufficient priviledges

I am getting error "insufficient priviledeges while adding quote line item. Checked with permission setting for profile but still same. i have access to quote object. Got to the one point, when we ...
3
votes
1answer
2k views

Editing Converted Leads and Spring 17

I am working with a customer who (despite my reservations) has set up their system to continue to modify Leads after they have been converted. They are doing this using the Spring 16 technique here: ...
0
votes
0answers
18 views

Community Users have access to internal records?

For some unknown reasons, my org's Community Users have access to records that the internal org members generated. I have checked the following setting: Opportunity Sharing Rule: none that applies to ...
1
vote
0answers
31 views

Why are readable/editable fields missing from Profile.xml Metadata? Workaround?

I'm trying to build a "no permissions" baseline profile in a sandbox I just spun up from my production org before playing with a new integration (so I can assign permissions in a "least privilege" way)...
0
votes
1answer
410 views

Custom__obj__c: bad field names on insert/update call

We have a manged package which is installed by multiple user we are running a piece of code using salesforce rest API which update our custom objects at user account some user are updated perfectly ...
2
votes
1answer
26 views

Can I turn off read access to field history for some users?

All users should be able to see Cases, generally. Some of my users should see CaseHistory on the Case layout, and some (same profile) shouldn't. Is there any way to remove View permissions on ...