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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1answer
172 views

How to get list list of flows accessible by a User based on Permission Sets?

In order to provide more granular and controlled access to flows, all our flows are enabled with access setting of "Override default behavior and restrict access to enabled profiles or permission sets"...
2
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1answer
45 views

Custom Setting Access

I have 2 public list custom settings. Both can be exposed via the Custom Setting UI and Apex with the Customize Application permission. However, without that permission 1 of the Custom Settings is ...
0
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1answer
12 views

Change/Update User License assigned to a permission set

I have created a Permission set using a Salesforce License type, now this permission set has to be assigned to community user as well which am unable to assign, so was thinking to update the license ...
2
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1answer
66 views

Not able to subscribe to Reports? Keeps giving error!

I am getting following error when trying to subscribe to reports - "We couldn't set up your subscription. Try subscribing again. If you still can't subscribe, ask your Salesforce admin for help." I ...
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10 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 ...
2
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1answer
50 views

Restrict access to Salesforce REST Resources

The Salesforce org I am working on needs to restrict access to the Salesforce's REST Resources from Lightning Platform REST API. (for example /services/data/vXX.0) From my research I understood that ...
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2answers
4k views

Sharing Rule - Roles and Internal Subordinates

On Lead object: I would like to understand how Sharing rule works in my case. The following is my role hierarchy World Wide Sales -> Inside Sales WW -> BDR. If I create a sharing rule owner in Role,...
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0answers
6 views

How do you manage permissions on MC? [closed]

Unless I'm looking in the wrong place, the role permissions on MC are listed under 41 areas with a total of over 1,100 check boxes! Given that the system itself comprises only 8 separate modules, I'm ...
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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....
2
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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 ...
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1answer
442 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
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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: ...
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1answer
40 views

Salesforce Marketing Cloud - Roles and Permissions Issue

Typically for a power user in SFMC I will assign the following roles: Administrator Marketing Cloud Administrator Historically this has given access to 95% of the areas needed. The issue is now ...
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2answers
44 views

How to determine which objects do not support Modify All and View All permissions?

All custom objects and most standard objects support Modify All and View All permissions, however, some like object like Idea do not support them. Is there a way in Apex to determine which objects do ...
5
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2answers
650 views

Better way for Bulk Assignment of Field Level Security

In Salesforce we have a custom object which has 500 fields. We have around 50 different profiles in our org. Out of this 50 profiles, 30 profiles need access to these fields. Right now, to set field ...
0
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1answer
12 views

Is there a way to define if a field is Ever Updateable, if Update access can be granted to a field by Profile or Permission Set?

Is there a way to define if a field is Ever Updateable, if Update access can be granted to a field by Profile or Permission Set? Field Describe information for a field can define if permissions can ...
1
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1answer
34 views

How user is able to Update Record

I have a custom object whose OWD is Public Read/Write and the profile of user has Read and View All permission for that Object. Now I have a Custom Button on that Object using Aura component I'm ...
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0answers
81 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 ...
2
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1answer
30 views

SOQL query for all Users who have read access to Task object

I am trying to write a SOQL query to find a list of Users who have read access to the standard Task object but my query keeps coming back empty. Is there a better way to do this? I have a dropdown ...
5
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1answer
1k views

Automated Process User Permissions

We are having some difficulty with permissions. Our admin has also posted on the success board. https://success.salesforce.com/answers?id=9063A000000eB7V, she also found this same posting: https://...
2
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2answers
32 views

Remove installed package objects permission from Profile

Is there any easy way to remove Read, Create, Edit, Delete, View All, Modify All permissions of objects related to installed packages from Profile?. I have been doing this manually by going ...
4
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1answer
726 views

Salesforce Communities Create Contact Portal users cannot own partner accounts

I am getting the error "portal users cannot own partner accounts" when trying to create a new contact through our community site. I have set up a contact list in our Communities site (Napili theme), ...
0
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1answer
21 views

Creating Service Resource with Asset record type

We are trying to create Service Resource with Asset record type. But getting the following error: Found something here: We tried giving Lightning Scheduler permission by follwoing Manage ...
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0answers
31 views

Deleting ObjectPermissions record fails in apex batch but succeeds in two separate apex transactions

I have a Apex Batch job that "cleans" object permissions on permission sets automatically based on some rules. Essentially in each batch execution I am deleting all ObjectPermission records to a ...
0
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1answer
21 views

Time limit exceeded while enabling all Apex classes in permission set

I have created a permission set. The permission set does not have access to any apex class: Enabling all classes in the permission set: Getting the below error: I can enable the permissions for ...
0
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1answer
32 views

How to give access to records of lookup users?

In an Account Object a field called ‘Sales Person‘ and it has lookup relation with the user object. If the user is selected as the salesperson for a record, that user able to see those records, but ...
3
votes
1answer
76 views

Is it possible to upload files as a guest user in a community?

Is it possible to upload files as a guest user in a community? I am using a lightning web component lighting-file-upload component with a case's id as the recordId. The file upload works for ...
1
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1answer
404 views

What User permission required to upload chatter images?

I am looking for profile permission to upload chatter images for other users.
2
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1answer
503 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 ...
3
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1answer
35 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 ...
0
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1answer
663 views

Do not render component if object access is missing

org.auraframework.throwable.quickfix.InvalidDefinitionException: Invalid definition for null:SBQQ__Subscription__c[]: Access to entity 'SBQQ__Subscription__c' denied I am running into an issue where ...
0
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1answer
887 views

For a specific Role (or Profile or User) restrict access to certain Leads & Contacts based on field value

I am working on a Marketo-Salesforce sync. Marketo accesses Salesforce via a Salesforce User named 'Marketo User'. This User can have it's own Role, Profile, Permissions, etc. - it's sole purpose is ...
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0answers
8 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
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1answer
36 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
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1answer
612 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
474 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
29 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
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1answer
17 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
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1answer
58 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
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1answer
23 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
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1answer
95 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
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1answer
20 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
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1answer
106 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
458 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
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1answer
76 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
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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
913 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
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0answers
19 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
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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
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3answers
5k 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 ...