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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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2answers
676 views

How do I enable a custom object for search on the customer portal

I'm running into a strange problem. I am trying to use the standard customer portal search but for some reason only some of my custom objects are visiable there? I cant seem to figure out what makes ...
2
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1answer
2k views

How to show custom object tabs in Customer Portal?

What are ALL the steps to show custom object tabs in Customer Portal? Some steps which I have tried are: Checked the Available for Customer Portal checkbox in the Custom Object Definition Detail page....
7
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6answers
5k views

Can you limit the visibility of fields based on record ownership?

I know with permission sets and sharing rules you can limit visibility and how users can interact with entire records. Is there any way to limit visibility of fields? We are looking to make the basic ...
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1answer
898 views

Notes & Attachments Data Not Available

I am using an outputLink and want to give the user the opportunity to add a Note to a Contact like so: <apex:outputLink title="Add a Note" value="/002/e?parent_id={!contact.Id}&retURL=/{!...
6
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2answers
562 views

Cannot edit Deployment Connections when given rights through a Permission Set

The default System Administrator profile does not allow for creation of Change Sets and Deployment Connections. At one time we set up a clone of System Adminstrator with the following permissions ...
3
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1answer
2k views

Custom Report Type Broken

I deployed a change set that included two custom report types for accounts with opportunities. These two custom report types sat next to an existing custom report type. Ever since this deployment ...
8
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4answers
16k views

What overrides a profile?

I am confused about the hierarchy of settings 1) I have a profile A and it has a read only access. I have a permission set specific to an user and the permission set grants the user access to edit ...
31
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2answers
16k 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 ...
10
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1answer
2k views

Unit-Testing Sites Permission Involving a Sharing Rule with Unit-Test Created Data

We currently have a Salesforce Site, and we're trying to add some unit-tests, around permissions and sharing rules that need to be set. We've smoke tested everything via the UI, and permissions appear ...
1
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1answer
113 views

Can a user with limited access query from SOAP api?

So we have the exact same fields in the Sanbox and Production, however, when I run a select statement from the SOAP api, I am told a certain field is invalid. I confirmed it is not invalid. The only ...
9
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3answers
2k views

Can't install managed package because packaged permission set seems to have lost a read permission

I developed a Managed Extension Package. When I try to install it or create a patch org for it, this fails with no error but the note to call Salesforce. Support told me that it fails due to: ...
59
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8answers
45k views

What is the best way to deploy profiles in Salesforce? (especially system admin)

What is the best way to deploy profiles in Salesforce? I have a system admin profile with access given to the objects that i have created in my sandbox. I have about 1000 fields across these objects. ...
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3answers
3k views

How to make Lead Status field read-only in a profile?

I'm trying to set up a profile that can only change the Owner on a Lead, nothing else. Mostly it works, except for three fields: Name, Lead Status and Company: Field-level security won't let me set ...
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2answers
5k views

Close and Change Status buttons missing for some users on in Case List View

I've noticed that some of our users cannot see the Close or Change Status buttons which normally appear in the cases List Views. They have permissions to read, create and edit cases. What I can see: ...
3
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2answers
6k views

Record Owner cannot edit record

From what I have read and some online vids I've watched, I understood that record owners have full access to the records that they own. Full access meant that they could read, edit, delete and share ...
4
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2answers
1k views

How to remove permission sets from a package

We created some permission sets to include with our managed package. However, we have now realized that it isn't the best approach since not all orgs can use permission sets. However, we cannot find ...
2
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2answers
958 views

Can the Context User on an Email Service be an API-Only User?

The title kind of says it all: Can the Context User on an Email Service be an API-Only User? I found this note in the online documentation: Set Context User – this specifies the context under ...
11
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2answers
2k views

How do you Apex Unit Test Object(CRUD)/Field(FLS) Permissions in an Org Portable manner?

Specifically, how might one get an org portable Apex Unit Test User that DOES NOT have READ access to Accounts? Creating a Test Permission Set that DOES NOT have READ access to ACCOUNTS and assigning ...
11
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6answers
1k views

App disappears from Permission Set included with package

We're working on our first Salesforce package, and recently switched from creating Beta packages to a Managed Package. For some reason, the permission set that we're pushing loses the entry in ...
3
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2answers
3k views

Allow record editing when custom field is checked

I'm fairly new to Salesforce. I'm trying to set up some of our rules and functionality in Salesforce and I was wondering if there is a way (or which is the better one) to restrict a user to edit a ...
3
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2answers
2k views

Customizing visualforce permission error message

We are using an appexchange app that consists of a visualforce inline page. This visualforce page connects to a third-party API and displays some information on a record detail page. The licensing ...
8
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5answers
2k views

Visualforce exception page authentication

For sites, there's a standard visualforce exception page. We use a header on the site that will present either Welcome, username Or Login/register ...based on login status. Whenever a user finds ...
2
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2answers
688 views

Chatter Group security permissions

Salesforce seems to lack a security model around a records and their children as it pertains to Chatter groups (Salesforce user groups have one). Chatter groups can't own sObjects that secures them ...
2
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2answers
2k views

Can I enable my users to customize their home page tab?

AFAIK, users can only use HomePage Layouts that I create for them, or only change the Dashboard that they see. That's assuming they do not have the Customize application permission. Assuming I don't ...
6
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2answers
3k views

How do you change profile level security permissions on an app after it's been installed?

I recently had an app that had been installed a while ago. In the mean time we had created a new profile type which, since it hadn't existed when the app was first installed, didn't have permissions ...