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Questions tagged [profile]

A profile contains user permissions and access settings that control what users can do within their organization.

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Hi, I have one question regarding cloning of profile,

Is it possible to clone a profile and change its license? We need to change a profile's license.
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0 answers
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Standard object is not visible while performing upsert operation operation through Data loader

I am trying to run a upsert operation using data loader for standard Object (Asset) with read and edit permission (specific profile) but its not available to select. Other users with the same profile (...
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  • 1
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1 answer
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Cannot select a value from a (related) picklist

I have created a dependent picklist on the Case object. However, on the layout, I am not able to select any of the picklist values (see attached image). Both fields have read/write permissions for the ...
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0 answers
55 views

secure query included inaccessible field

I have a test method which I am trying to run from a particular profile. I am trying to access an object called Interaction and that profile has real all record permission. When I am running the first ...
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  • 507
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1 answer
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Asset's Record Type can't be deleted because it's used by Identity User profile

I have the following issue: I have two record types on Asset object, let's call them "RecordType1" and "RecordType2". As "RecordType2" is not in use, I want to get rid of ...
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  • 56
1 vote
2 answers
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Updating Permissions and Profiles through Visual Studio Code

I am new to VS Code and trying to copy Permission Set permissions into a Profile so that we don't have too many permission sets. I thought rather than checking in SF and clicking back and forth I can ...
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0 answers
30 views

Fields been made non editable for a custom profile using Field level security, but user can still edit the field

We are using multiple profiles and needs to make few fields in Opportunity as view only - non editable field. We have made the required changed in field level security of the profile, and also done ...
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1 answer
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What permissions on a profile/permission set should be considered "privileged user" or "system admin" access?

I am performing analysis into the security of our org. Previously we had very relaxed rules around privileged user access in our org. Basically we give out too many System Admin profiles, but because ...
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give access to SetupEntityAccess, PermissionSetAssignment, CustomPermission sObject

In my code I am checking access to some sObjects. Sometimes it causing issue, because another License/Profile doesnt have access to SetupEntityAccess, PermissionSetAssignment, CustomPermission objects....
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1 answer
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Delete Permission on ON CRUD access at object level for users

I have a requirement i have custom object(Broker__c) and i have Profile(Sales) we have around 100 users in the profile . We need to remove delete permission for 10 users. The object has all the CRUD ...
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Salesforce Profile deployment

I have some issue with one profile deployment. For deployment we are using Ant Migration Tool. In Pull Request we have some properties set up as false, in package for deployment also, but after ...
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1 answer
30 views

Change profile name via XML

Profile pushed out to production with incorrect standards naming convention. Need to push this change via package / merge into branch. Really don't want to manually change the name. Using the ...
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  • 703
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1 answer
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Security setting on report type

How can I allow reporting on only one report type(there is only one custom object in this report type) for a particular profile in salesforce? All other report types should be hidden/not selectable by ...
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1 answer
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Single case multiple record types crud access single profile

we have 3 record types on case object. Case, QAR and CAPA For an profile named Quality we need to provide Case record type Read access only. QAR record type Create, Read and Edit CAPA record type ...
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0 votes
1 answer
19 views

Hide the feed in My profile - Community Page

In the OOB page (My Profile), I need to remove the feed inside the "User profile" component to keep just with the first section of the below image. Since both of them are parte of the same ...
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0 votes
2 answers
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Create Record quick action is not visible for non-admin users

I have a custom quick action using which users can create contract from opportunity record page. Now, the issue here is that, all the non-admin users are not able to access the quick action. But the ...
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0 votes
1 answer
151 views

No apex action available for class.method though profile has access to class

I have a custom lwc that has a call to a method that works fine for every profile except for one that has access to the class (I've checked it multiple times). It keeps on displaying the error "...
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-1 votes
1 answer
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Profile Vs Permission Set

I am a bit confused with profile and permission sets. I have a profile with no access to an object. If I have a user with that profile and I assign that user the permission set that gives access to ...
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2 answers
38 views

Cannot enable a section in profile System Administrator

Run Flows I cannot check these box in the profile System administrator..Should I use permission sets?
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0 answers
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Files visibility across different profiles

I am having two different profiles like manager and technician. If a file uploaded by a manager for an order then it must not be visible to technician but the file uploaded by the technician for the ...
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-2 votes
1 answer
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Not possible to assign a task sometimes [closed]

I have one colleague who cannot always assign task, this is strange as her profile gives her the right to modify all accounts. Sometimes she can and sometimes she can't. So I don't know where to find ...
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  • 1
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1 answer
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Sharing rule does not expand permissions for specified group members

I have a custom object called Banner that I'd like to allow portal users to view and portal administrators to create/edit all records. Currently the admin can create, edit, delete their own records, ...
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  • 31
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2 answers
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Retrieving results from UserFieldAccess using DurableId

I have used this query to obtain up to date results for Field ID for the Contact Object: SELECT Id,DeveloperName,CreatedDate,CreatedById,Description,EntityDefinitionId,InlineHelpText,LastModifiedById,...
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  • 17
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1 answer
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Profile Permissions overriding dashboard folder permissions

I have a requirement to restrict access for a user for a dashboard folder. On basis of that, I have given only view access to that user under our dashboard folder Now, when I log in as that user, I ...
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0 votes
0 answers
52 views

Can I create a truly empty Profile without having to uncheck hundreds of boxes via the UI?

The goal: A profile that has zero object access, zero field access, etc. I want all object and field access to be controlled by permission sets. The Attempt: Via the SF UI: You're in for a world of ...
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  • 3,652
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0 answers
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What is the right/valid/good user profile to install package initially into clients' orgs

We are doing initial installation of our new managed package into bunch of clients' orgs. The challenge here is that we need to log in into each org under real user and trigger installation. Using ...
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Is there any way to fetch fullnames for ProfilePasswordPolicy records using API? [duplicate]

Is there any way to fetch 'fullname' for ProfilePasswordPolicy records? I am trying to update and read records of ProfilePasswordPolicy but getting the error shown in the screenshot. I can get ...
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0 votes
1 answer
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how to hide setup button without disabling the View Setup and Configuration setting on profile

Is there a way for us to hide the Setup button without disabling the "View Setup and Configuration" setting on the profile . We need to have this setting enabled because in few of the flows ...
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2 votes
0 answers
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Question on permission packaging - does User == System? [duplicate]

This Permission Sets and Profile Settings in Packages document includes a line item: Do they include user permissions? No. No. saying that these User permissions cannot be packaged as part of a ...
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1 answer
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How to pull FieldPermission & ClassAcces from an Org without SourceTracking enabled

I recently started a project, which has a OLD Sandbox, where development was going on, now we need to start using GIT, which is causing huge problem, because we are not able to pull FieldPermissions &...
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-2 votes
1 answer
44 views

If we installed the package for all users, but we want the tabs access be removed from every profile, how can we achieve that?

My clients ask me. If we installed the package for all users, but we want the tabs access be removed from every profile, how can we achieve that? Is there any faster way rather than going manually ...
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0 votes
1 answer
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Validation rule to be adjusted

Hello after adjustment of validation rule when I am creating contact with one of the profiles from the validation rule and insert mobile phone the validation rule still doesn't allow me to create a ...
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0 votes
1 answer
37 views

validation rule creation

Good day, please support me in the following requirement. I have to create a validation rule on Contact object. It should be valid only for the profiles below. It should be for insertion of Phone or ...
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1 vote
1 answer
58 views

Can SAML SSO be selectively enforced for a group of users? [duplicate]

I'm trying to reconcile the following recommendation with the fact that there currently seems to be no way to selectively configure SAML SSO by Profile: We don’t recommend enabling SSO for Salesforce ...
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2 votes
2 answers
302 views

Adding 300 IP ranges to list of allowed IP addresses on a profile

My real problem is that I need to add almost 300 IP ranges to the list of allowed IP addresses of a profile (thanks, Microsoft). It seems there is still no simple solution for this. On this site I ...
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3 votes
1 answer
145 views

Missing "Minimum Access - Salesforce" Profile in Patch Orgs

For some specific reason, in a Winter '22 patch org, "Minimum Access - Salesforce" profile doesn't exist, which should replace "Read Only" profile after the change introduced in ...
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0 votes
0 answers
27 views

Is it possible to deploy profiles and permission sets and skip the not found dependencies?

My question is: Is it possible to deploy profiles and permission sets and skip the not found dependencies? Problem: The profiles and permission sets that I want to deploy are quite big and they always ...
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2 votes
0 answers
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Behavior when retrieving Translation/Profiles Metadata from a Scratch Org vs. other Org (Sandbox, Production, Developer Edition)

When retrieving Translations the docs say, the returned Metadata only include translations for the other metadata types referenced in package.xml Source: Translations | Metadata API Developer Guide ...
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0 votes
1 answer
52 views

validation rule for ISCHANGED

Good evening, I have to create one validation rule that should be valid for specific custom profile, specific pick list field value Automotive. The validation rule should make all editable fields Read ...
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1 vote
1 answer
51 views

My web services work only for System Administrator profile

I have an issue, I have two web services callouts for the Account object, Consults to a Datawarehouse if that account already exists Sends the data to a different system, those services works ...
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1 vote
1 answer
213 views

Validation rule ownership change

I'm trying to set up a validation rule where only the current record owner or an administrator can change the account ownership. This is what I have at the moment: AND( ISCHANGED(OwnerId), $...
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  • 113
0 votes
1 answer
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assign permission set to profile? [duplicate]

We normally add permission sets to each user individually, however, a certain profile in our company always requires a specific permission set Question: Permission sets can be assigned to Users, but ...
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  • 79
0 votes
1 answer
379 views

Give view access to DashBoards in Salesforce

how to add view access to Dashbord in Salesforce for a profile? Why user cant see this dashboard? It is in public folder and on a profile there are enabled 'give view access to reports in public ...
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0 votes
0 answers
25 views

What Gets Pushed When Profiles Are Added to and Sent Through Change Sets?

I was under the impression that only the relevant permissions to the components included in the change set were sent over, but in uploading change sets and validating them, I'm getting validation ...
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1 vote
0 answers
27 views

Salesforce standard profiles don't access survey obj

As you can see here those profiles can access Survey obj: Standard User System Admin Contract Manager Marketing User In my org, only System Admin users can access the obj even if the other 3 ...
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0 answers
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community record page only display 3 quick actions and a broken dropdown button

Has anyone ran into the issue where community record page only display 3 quick actions? In the page layout there are more quick actions but, it looks like the dropdown arrow is broken on the community ...
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0 votes
1 answer
37 views

Salesforce Role hierarchy

Person A and Person B are under same profile(eg: Both are Sales Persons). Can Person A reports to Person C and Person B reports to Person D using role hierarchy?
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0 answers
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Changing field level permissions using REST API

My goal is to change field level permissions using REST API. I'm trying to use API's in order to create a new field on Lead object and then write to it. That's the API call I used in order to create a ...
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0 votes
0 answers
33 views

list of notifications sent to a profile

I would like a list of all the notifications the Sales Team receives. This would include things like weekly reports emails/notifications, and so on. I checked within "Salesforce Notifications&...
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0 answers
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Necessary permissions to allow Non-Admin(Salesforce License) users to set Knowledge User Checkbox for customer users

I am trying to customize the "Enable customer user" functionality to avoid navigation to user create page and selecting permissions. Admin users are able to "Enable customer user" ...
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