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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1answer
412 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 ...
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1answer
221 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> <...
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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 ...
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2answers
175 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 ...
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0answers
158 views

Reports not showing in partner comunities

I created a community page with a Lead report (standard lead report type), but when a user with "Partner community" profile tries to view the report gets the following message: "you don't have ...
2
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1answer
256 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 ...
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0answers
289 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
239 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 ...
6
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3answers
784 views

For the Platform Event “Automated Process” user, why do both Visualforce controller access and email sending fail?

We are executing some asynchronous code that uses getContentAsPdf on a Visualforce page as the result of handling custom platform event and we get this error in the Apex Jobs listing: First error: [...
2
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2answers
1k 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 ...
3
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1answer
534 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
30 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 ...
2
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1answer
60 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,...
1
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1answer
44 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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2answers
130 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 ...
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2answers
90 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
836 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 "...
1
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1answer
59 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
170 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
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0answers
932 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'...
1
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1answer
67 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
27 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
76 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: ... ...
3
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1answer
104 views

Deleting ActivityHistory and FieldHistoryArchive

I Am trying to delete both ActivityHistory and FieldHistory archive but have run into the below errors: DML operation Delete not allowed on List<ActivityHistory> DML requires SObject or ...
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2answers
135 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
55 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
541 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
45 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
15 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
59 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 ...
9
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3answers
3k 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 ...
2
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1answer
193 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
votes
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 ...
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0answers
46 views

Permission for Standard button?

This should be simple, but I can't find this particular permission. A user's profile is set to be able to Edit Contacts (on the record type in this issue - that's fine), but when they click "Edit" in ...
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0answers
263 views

Field is not writeable: User.ProfileId

I'm trying to allow users in the community portal of Profile type Customer Community Login to create Contacts and Users. I am getting an issue when they try inserting a user: "Field is not writeable: ...
1
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1answer
222 views

Add Field level security for person accounts field

Good day everyone, I am trying to add a field level security to first name, last name field for a person account. What I did is that I go to the user profile and I've tried to update the field level ...
2
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0answers
117 views

Calendar is not working for a custom profile in lightning

I have one custom profile and logged in with its user in a sandbox. I am accessing calendar tab in my app. it is giving me error while loading the object. Unfortunately, there was a problem. ...
0
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1answer
252 views

Folder ( Report / Dashboard ) permission in managed package

We have managed package that includes reports and dashboard along with its corresponding folders. We are able to install package with system admin having following permission => "enable Change ...
1
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1answer
14 views

Is it possible to set the visibility of Name on Leads?

I want to restrict the visibility of the name field on Leads from API access. Is that possible? I know that field level security is possible on other fields but it doesn't seem to be available for ...
2
votes
1answer
360 views

LightningSelfRegisterController appears to be running in User context; shouldn't it run in System context?

I'm customizing the LightningSelfRegisterController shipped with Lightning Communities. I was surprised to learn that a query didn't return the results I was expecting, seamingly due to the context in ...
2
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0answers
490 views

Profile permisison not being deployed with ant tool

General User Permission on profile not updating (Import Personal Contacts) I have all profiles, custom permissions, permission sets, added to the repo as well as leads, accounts, contacts. After ...
0
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1answer
212 views

Create/Edit leads from Customer community profile users

I have some Customer Community Profile user who would like to create leads. From what I understand Customer Community Profile users do not have CRED permissions to create leads and we can't provide ...
0
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2answers
66 views

Attempt to de-reference a null object when traversing DescribeSObjectResult to check permissions

I have this method that checks a user's write permissions on an Apex controller. It works just fine at runtime. However, I'm writing a test to cover it (indirectly) and I'm getting a 'Attempt to de-...
0
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1answer
313 views

Unable to create or query custom object records from guest user

I have a self-registration page for my community. I am able to create users and contacts but when it fires the trigger it lmscons.SFDCAccessControlException: Access Violation Exception I have added ...
1
vote
1answer
22 views

Custom Setting for User Create Access Remove

In my org 4 users have the same profile and have all CRUD permission. My requirement is: I don't want to give create access to only one user with the help of custom setting, but I am not aware about ...
0
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1answer
484 views

User Unable to change Recordtype on Case

Verified in user profile Recordtype assigned at Case. On user profile Case have CRE permissions. But while change Recordtype user facing insufficient privilege error Could you please suggest where ...
0
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1answer
32 views

How do I assign “View all data” permissions to profile for the Organization Object?

How do I assign "View all data" permissions to profile for the Organization Object Declaratively? The object doesn't appear on the profile objects permissions areas. I'm trying to obtain the 18 ...
0
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1answer
61 views

Can records (such as accounts, contacts, and opportunities) be shared with Partner Community users?

A client wants to explicitly share private data with Partner Community users. For example, their Salesforce administrator needs to share Account A with Partner User A, but Partner User B should not ...
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0answers
57 views

matching opportunity missing on lead conversion

I've this problem when converting lead: basically I've 6 opportunity matches but it only shows three of them. It is showing opportunity where the user is not the ower and not showing opportunity ...
4
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1answer
204 views

Can't pull down the “manage external users” permission metadata for profiles

I want to be able to store the "manage external users" permission for profiles in a repository, but I haven't be able to identify what metadata tag is associated to it. Every time I deploy to an org ...