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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906 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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25 views

User/Profile access to Organization fields (IsSandbox) in Flow

I have a Flow that checks the Organization field "isSandbox" to determine whether or not to email a test address or a real address. However, when logged in as a non-admin user, this field is ...
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1answer
194 views

Using System.runAs in all tests - Best practice or Antipattern?

When doing functional tests I see many people also check the permissions by using System.runAs(userWithRightPermission) in most of their tests. I see good reasons for doing this, because then you ...
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Manage Dashboard folder access

I have removed all users from under the "Share" option. I made sure to remove the "Manage All Private Reports and Dashboards" from the Profile. Users with that Profile can still ...
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Case Owner should display the queue but instead it's '-' and gives insufficient privileges error

Case owner not displaying in case view but Owner Name is fine in List View. Customer Service user is able to create the case for Street Scene successfully and view it once complete but not the Case ...
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1answer
713 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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2answers
19 views

Grant permission to Lead object

I need a specific profile to be able to view Leads. But the Lead object is not visible under that profile. Which permission do I need to enabled. Lead object is available under System Admin profile.
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1answer
299 views

How do I run a flow as another user in a record-launched flow?

I'm trying to run a flow action to sync records to sage - it works great but if the user isn't mapped in Sage it fails as they aren't mapped. I had the idea to run the flow as our API User, which is ...
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1answer
491 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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541 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
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
3k views

Automated Process User Profile 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://...
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How can I manage the access to specific objects within data sources?

I know there is a tab "sharing" which is allowing me to choose what BUs will be allowed to access to those objects but what if I want to share "Accounts" and "Leads" with ...
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29 views

Cant see Einstein Predictions

I Cant see Einstein Predictions for certain user/s. I have assigned the license to the User and tried assigning all sorts of permissions sets that I found referenced in different Articles (Ai Record ...
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How to add access to Partner Object in Salesforce?

I need to give a user access to partner object related to the Account and Opportunity. But it is not listed in Object level permission. I searched that one way is to add a View All permission. But ...
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Enabling SAML SSO: where is the “Use Single Sign-On” permission?

We've set up Single Sign on with SAML. Our IdP is OneLogin and using their link, we are able to connect. We now want to disable password login for some users in Salesforce. Salesforce's documentation ...
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How do I manage permissions for emails associated with custom objects

I have a custom object that I use to track Members, and we often send our Member's emails from within salesforce. I would like everyone with access to the Member object (record) to be able to view ...
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15 views

Which permissions are needed to access “CustomField” object?

We are using the metadata API to access field metadata such as description, data type, default value etc. This is for standard objects but on custom fields e.g.: SELECT Id, Metadata, TableEnumOrId ...
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20 views

Is there a way to enable Classic for a single user?

Lightning experience is enabled for all users, and the option to switch has been removed except for system admins. I need to allow one user the option to switch to Classic, without assigning it as a ...
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29 views

System modify all data permission does not seem to be working

I am trying to update activities (tasks) using the bulk API utilizing a client. It seems to be working however I am getting a few thousand records that are returning an error : Unknown_Exception: An ...
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2answers
415 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
827 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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3answers
3k views

The source report is based on a report type that is inaccessible to the dashboard's running user

I have configured partner community. There is opportunity pipeline report configure for Community user. But when I open up the report in partner community by logging with community user. Report says "...
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1answer
323 views

What determines the permissions for a profile deployed with change sets?

Question For a new profile created in a sandbox and deployed with a change set it'll carry with it the settings for all other metadata in the change set plus all settings that aren't specifically ...
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Is there anyway of restoring permissions to default in SalesCloud?

After configuring MC Connect, I've been messing around with the permissions and now I can't see certain layouts and I don't know what I changed. Can I restore somehow the permissions to default? ...
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Isupdatable is false in higher env, even though its true in development sandbox

While updating some fields of order product object using apex in my test sandbox I am getting isupdatable as false in the alex class. Even though isupdatable for the same field is coming as true in ...
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1answer
62 views

Give User Customize Applications permission

I am trying to give one of my users the ability to assign values in field dependencies. I believe that the permission they need to do this is "Customize Applications" however i can't seem to ...
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33 views

Can we check Salesforce CRM Content settings for an organization using apex

I am creating users from my apex trigger. I need to provide 'Salesforce CRM Content User' permission when creating a new user. We have one setting in Salesforce - 'Autoassign feature licenses to ...
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1answer
36 views

Can I give CRUD permissions to custom object in Customer community

I have salesforce Org which is using an app from the app-exchange, the objects in the app cant be given acces trough a Customer community. Is it possible to create a custom object i.e. ...
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38 views

Custom Setting read and write access

I have a lightning component in a Beta Managed Package that uses a Custom Setting to define in which unit a value is shown. When using the component, the user has the option to click on a button that ...
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12 views

How to grant Manage Unlisted Groups permission

Unfortunately, i'm not able to grant Manage Unlisted Groups permission to user with Chatter Free User Profile (actually I cannot see this permission in Available List). What am I doing wrong?
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1answer
212 views

Community - Flow - Upload File to custom object fails with error 'Can't upload …'

This error shows up while trying to upload a file from within a community flow as a registered user and to a custom object created by the registered user himself: I'm using the standard lightning ...
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1answer
72 views

Enhanced Notes in salesforce Lightning

We have enabled the Enhanced Notes in our Instance and added the related list in to the page layout. When our users add a note using the enhanced notes other users can only view them and cannot edit ...
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2answers
5k 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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143 views

Custom field not displaying on page layout for specific profile although permissions are set

I have a page layout for a specific contact record type that includes a specific custom field. Users with Sys Admin profile can see it on the page, but users with a different role cannot, even though ...
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1answer
153 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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1answer
102 views

Disabling “Send Outbound Messages” in Community User Profile

I'm working on securing my guest user for upcoming critical Salesforce updates and I have a few permissions I can't figure out how to resolve the issues. Specifically: • ...
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1answer
42 views

Which permissions to uncheck to disable a profile from creating dashboards and report [closed]

I have a the following requirements: profile A which does not create any reports and dashboards, and other users cannot share with this profile, even if they do share this profile cannot read those ...
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2answers
83 views

SessionPermSetActivation doesn't work according to specification

There is an issue with implemention of the following feature : https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_sessionpermsetactivations.htm In attempt to utilize the ...
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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
23 views

Unable to upload new attachments or view already uploaded attachment related to a record once the Owner is changed

Issue: I have a Custom Object Application__c and to the records of this object I am uploading attachments after logging in to our application. In this scenario it works fine. I am able to upload ...
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1answer
62 views

Field Level security disable field visibility

On Opportunity are two Custom Fields Product__c (controlling field) and Product_Type__c (Dependent Field) When i check the field level security on these fields, it is visible for all Profiles. I want ...
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56 views

Lightning record form without permission check

I have a requirement to let a set of users edit specific account fields without giving them permission to edit others (including required). I wanted to achieve this using custom permissions and a ...
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0answers
38 views

Cannot sign up a volunteer through Sites website

I am unable to sign up for any events through the Sites page: https://{sites_name}/GW_Volunteers__VolunteersJobListingFS. When I click Sign Up on the popup form, I receive Insert failed. First ...
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225 views

SOQL returns records in test but not in Apex class

I have a class that finds the Contact record associated with the logged-in user, then pulls a list of related records (Contact => Account => Sublocal => SublocalStewards). The code I have ...
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1answer
39 views

System Admin with View All permissions can not see records -Sandbox

We have a new sandbox and are logging in as a System Admin user. The Org Wide Default sharing settings on Accounts (and most objects) is Public Read Write. System Admin permissions on Account are View ...
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1answer
47 views

Why isUpdateable() is not working for non required fields in RestResource class?

I want to update two fields in a custom object from a RestResource class. This is the code I used: @RestResource(urlMapping='/AllHistory/*') global class SampleClass{ @HttpPut global static ...
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1answer
19 views

Do compound field components have the same access?

Suppose I run the following code: String field1 = 'BillingCity'; String field2 = 'BillingState'; Boolean access1 = Schema.Account.getSObjectType().getDescribe().fields.getMap().get(field1).getDescribe(...
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1answer
19 views

Is “Transfer Record” necessary to update OwnerId?

Under the hood, transferring a record is just updating the value of OwnerId. Transfer Record is necessary to do this through the layout. But is it necessary for DML? That is, if we run the following ...
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1answer
9k views

Query Which Profiles Have Read Access To Specific Object?

Since I couldn't think of how to write this query off the top of my head, I thought it might be worth sharing. How can I query which Profiles have Read permission on a specific object? I knew it would ...

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