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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2
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2answers
699 views

Salesforce DX deploy fails due to unknown user permission

When using salesforce dx to deploy an app we get the unknown user permission unknown user permission :workcalibrationuser unknown user permission :sandexternalemailAvailable unknown user ...
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1answer
31 views

Record type behavior not working on edit record layout

I have one question regarding Salesforce Record Type. I have two different user profile. Admin Manager I have created record type for both users in which I control the status field (Picklist Value). ...
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2answers
1k views

Unable to see the Reset Security Token in my Salesforce org

I want to get the Security Token of my salesforce org. but the option is not visible in my org, I have navigated to below path and checked, but i am not able to see that Option. setup --> My ...
2
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0answers
197 views

Delete __Sharing object

I'm receiving the following error: TR09_MasterServiceAgreement: execution of AfterInsert caused by: System.DmlException: Delete failed. First exception on row 0 with id 02c1800002Lir2PAAR; ...
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2answers
52 views

Can some one tell how setup object effect non setup object exact into one transaction?

In this case example please explain .... what exactly happening if i am not calling future method. trigger Automatecontact on Account(after insert) { List<contact> lc = new List<contact>(...
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1answer
25 views

Query Access for Group, Group Member, RecordType, UserRole

What permissions / controls, if any, are there to control whether a user can query group, group member, recordtype, or user role? If they are not a member of a group (role, group), can they query all ...
3
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0answers
195 views

INSUFFICIENT_ACCESS_OR_READONLY - Cannot Delete QuoteLineItem

17 QuoteLineItem records were loaded into the org via Dataloader with the incorrect product2id listed. When trying to delete the records in the GUI while logged in as a System Administrator, the ...
2
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1answer
2k views

Cannot delete a record without ModifyAll feature in my Permission Set

I'm getting some issues making my permission set works. This is the use case. I have: A custom object with a single field and a button. Above button call a vf page that shows a button that execute ...
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2answers
1k 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 "...
0
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1answer
32 views

Prevent approving own emails in SFMC

I have created a two-step approvals team which has two users, John (Submitter) and Jim(Approver). Jim is able to create and submit emails for approval to this team and approve himself. How can this be ...
3
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2answers
783 views

DML Merge Fails INVALID_FIELD_FOR_INSERT_UPDATE

Question Is there something special you need to do before merging a record in apex to avoid an INVALID_FIELD_FOR_INSERT_UPDATE DML exceptions? I'm not actually setting these fields, so why does the ...
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0answers
1k views

How do I restrict a List View to certain groups?

When creating a custom list view, there's the option to restrict visibility to certain groups of users, based on Roles, Public Group Membership, Portal Roles, etc. However, list views created in this ...
3
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3answers
3k views

How do I hide field on edit/new record page and still display them in the view page?

We have quite a few custom fields, a good portion of the fields are populated by automated processes and are read-only to the agents. When an agent goes to create a new case, they see tons of fields ...
0
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1answer
110 views

I need to restrict access to users from seeing/using Lightning custom Tab

I need to restrict access to users from seeing/using Lightning custom Tab. Not all users should get access to it. I want to control this with a permission set and I Need to remove tab access from all ...
17
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3answers
11k views

Does Process Builder run with System permissions or User permissions?

Regarding field-level security, does Lightning Process Builder run as system-level permissions or user? That is: Can I trigger an update to a field that the current user cannot edit? Can I filter ...
1
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1answer
273 views

Login as another user without View setup and configuration permission

Can an user be given login as another user privileges without giving 'View Setup and Configuration' permission and 'Modify All Permission'? As the need is to do testing in sales force logging in ...
1
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1answer
24 views

Profile-Object Pair Chatter Permissions

Can we deactivate chatter for a specific object OX and profile PY pair? Or make read-only if that's a thing. The issue is that profile PY must use chatter normally on other objects and object OX ...
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2answers
45 views

Non-admin users in Developer Edition Org

I have set up a user with profile with limited access rights in a Developer Org. I need the user to be able to execute Apex classes, but not to have access to the source code. Is this possible? When ...
2
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1answer
554 views

soql on object permissions on a profile

I was trying to find out CRUD level permissions for a particular object on a specific profile for which I've framed below query: SELECT Id,SObjectType,PermissionsRead,PermissionsCreate FROM ...
1
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1answer
64 views

Marketing Cloud permissions - can't export shared DEs

We've created a role that works for our business, there is one permission that we are struggling to work out. We have Data Extension permissions allowed for exporting, and shared folders are set to ...
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2answers
43 views

How to give custom object delete permission to all users in org?

The user can belong to any profile or role. In future, any new user created with a new profile or with a new role, he/she will get delete permission automatically. Please suggest a solution without ...
2
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1answer
552 views

Is there a difference between the 'Use Any Api Client' and 'API Enabled' permission for Profiles?

I noticed the 'Use Any Api Client' permission only available if 'API Client Whitelisting' is enabled. How can we query this permission on profiles? Once 'API Client Whitelisting' is enabled, does the ...
1
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1answer
256 views

Profile Error deploying via Ant - Manage Customer Users requires Edit Contact

I have the below setting in one of the profile: <userPermissions> <enabled>false</enabled> <name>ManageCssUsers</name> </userPermissions> <...
7
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1answer
67 views

Is Describe Information Accurate for the Site Guest User?

As the title states, can describe information be trusted for the site guest user? Scenario I want to be able to insert/update tasks against accounts via a public Apex webservice. Yes, I'm aware of ...
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2answers
183 views

GiveRecognitionBadge user permission

I am getting Unknown user permission: GiveRecognitionBadge while deploying the admin profile by ANT.I can the comment the permission in the profile XML and deploy but it would be great to know what ...
2
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2answers
2k views

Possible reasons why a quick action button is not shown for a non-admin user?

I've added a "New Action" in Account / Buttons, Links, and Actions. I've added the action/button to the Page Layout and it does show for me. It runs a Lightning Component that creates a customized ...
2
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1answer
514 views

Entity is not api accessible - Group Object

When installing my managed package into a test org I get the following error: System.NoAccessException: Entity is not api accessible This error is coming when accessing a map with the following ...
2
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1answer
326 views

Test Class failing in production [closed]

I have a test class failing while validating it and its base class deployment to production. The test setup is creating several records in 2 objects (1 standard 1 custom) and inserting them as a ...
0
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0answers
400 views

INVALID_CROSS_REFERENCE_KEY: invalid cross reference id

I'm triggering an email with OnAfterInsert. Inside the method, I have access to all the necessary data to send the actual e-mail: emailtemplateId whoId whatId internalEmailAddrs externalEmailAddrs ...
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0answers
283 views

Notes and Attachments permissions

I thought the standard "notes and attachments" section inherited the permissions from the object its under. For instance, I have "Create" permission attributed to the Account object and I have able to ...
3
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1answer
636 views

Visible vs Read Only?

Opportunity Fields > "Field Label/name" > Set Field-Level Security > What is Visible vs Read OnLy? A Google Search Revealed: Visible : If you check the "Visible" checkbox, that field will be ...
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0answers
36 views

User Can Open Case of Record Type and Open Report of Case Record Type - No cases in Report

I have a profile that is assigned to see cases of a particular record type and they can view those cases. We have a report that displays cases with the filter criteria being cases of that record ...
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1answer
51 views

Admin user does not have access to records on lightning

I'm having trouble accessing some activities objects from the account object page. I can access some activities but not others. The permissions error became a problem for our organisation yesterday. ...
2
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1answer
61 views

RecordType.Name Visibility

I am going slightly crazy over here. I want to pull the RecordType.Name off of the Opportunity and write some logic depending on what the name is. public void onlineCalculatorShortenedLink(Map<Id,...
2
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2answers
174 views

How to make custom object record only visible to certain users based on field checkbox

So I have a custom object in my org called Promotion Events. I would like to add a field called 'Private' that is a check box, and if it is checked and the event is created, this event(Promotion Event ...
0
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2answers
118 views

Assign a Role as a Queue Member by Apex or DataLaoder

In the hypothetical situation, I have 100 queues, if I needed to update half of my Queues to have a member of Role 1 and Subordinates and the other 50 queues to have a member of Role 2 and ...
0
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2answers
204 views

SOQL query to update object permission

I want to build the the query to update the object permissions to grant the read edit access of specific profile for the custom object. any idea how to do it
0
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0answers
1k views

Log a Call Button on Lightning

I cannot get the log a call tab to appear on the lightning page. I am just using the standard activity component. It seems to apply to all objects, but for now we can just focus on opportunities. I'...
2
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1answer
73 views

Preventing Users from Performing SOQL Queries

Is there a setting at the profile level to prevent users from performing SOQL queries against our Production Salesforce instance? I have disabled both "API Enabled" and "Apex REST Services", but the ...
1
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1answer
29 views

Can permission sets shorten the access provided by profiles?

Can permission sets shorten the access provided by profiles? I am learning the topic on the Trailhead. And what I know from there that no, permission sets can not shorten the access provided by ...
0
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1answer
116 views

Do not see Manage Assignments in Permission Sets

I can not find Manage Assignments in Permission Sets. There is just no such button. Why would I expect the Manage Assignments be there? Because it is told on Trailhead that it is there: ... ...
10
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3answers
5k views

Metadata API Custom Field Permissions (how to automate this process)

We are using the Metadata API to add Custom Fields to the Account object in Salesforce. We are able to create the custom fields, but then the Salesforce user has to manually login to their account ...
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2answers
145 views

How to load 10,000 users to salesforce

We have heavy custom development salesforce app, we have a customer with 10,000 licenses, just to make sure no hiccups to the system with these many users we are planning to do performance testing. ...
0
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2answers
61 views

My code is seeing a field as NULL, but the record does have a value

In my AfterUpdate trigger, I check: System.debug('fieldA is ' + processingFees.get(o.ID).fieldA + ' for ' + processingFees.get(o.ID).id); if(processingFees.get(o.ID).fieldA >0){ ...
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2answers
659 views

Acces to campaigns in Standard Platform User Profile

We have a user with "Salesforce Platform" license. How can we give campaigns access to "Standard Platform User" Profile user.
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0answers
60 views

Scheduling Report Error : Salesforce.com could not email the report to any of the specified recipients

I have a create separate profile for a user who has the following set of permissions: Schedule Reports Manage Reports in Public Folders Subscribe to Reports Schedule Reports The user is able to ...
0
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1answer
16 views

Can I add permission to new profiles after re-installing a managed package

I have a managed package which I have installed in Salesforce. Now I have some new profiles created. From what I understand, if I un-install the managed package and re-install it from all profiles, ...
0
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1answer
64 views

Insufficient Privileges exception when calling DataCloud.FindDuplicates.findDuplicates

For some users, calling DataCloud.FindDuplicates.findDuplicates throws an Insufficient Privileges exception. It would appear to be a permissions issue but I have not been able to figure out what ...
2
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1answer
218 views

Revoke System Administrator Clone to become “Standard User?”

I have gotten conflicting answers from the in-person and google querying: would cloning a System Administrator profile and removing the Admin/Setup permissions effectively render the Profile a "...
2
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1answer
24 views

Restrict tab access via search

We have a group of users who are in a separate profile that we have hidden tabs from and setup basic security. However, we have found that some of them are "inquisitive" enough to use search to get ...