Questions tagged [profile]
A profile contains user permissions and access settings that control what users can do within their organization.
928
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Automatically, or at creation, assign a new class to a profile
We are testing the use of the new Integration License for API use.
.
We have been using the Admin license for our portal, which automatically gets assigned permissions to any new classes that are ...
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1
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25
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Inquiry Regarding Salesforce Integration License Session Expiry
I am looking to set up a profile using the Salesforce Integration license and would like to establish a session expiration time for this profile.
My question is as follows: Considering that the ...
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44
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Not able to remove the default record type from Some Standard Community Profile and External Profile [duplicate]
"Hello Everyone,
I am attempting to delete a custom record type that was created on the Contact Profile object. However, this record type is set as the default for all profiles. I have tried ...
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1
answer
53
views
View default record type on all the objects on a particular profile
Is there any way we can view the default record type for all the objects custom/standar for a particular profile rather than going on each object and checking its default record type because there ...
- 19
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34
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Get app tabs visibilty for user based on profiles and permission sets
I have an app and want to know, which fields are visible for a user. I have tried to get CustomApplication metadata, but it's just list of tabs.
So for example: I have user User1 and App1 with ...
- 11
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38
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Best way to analyze and clean up permissions, profiles, and permission set?
I’ve recently became an accidental Salesforce admin for a very large org and I’m working on scrubbing the profiles and permission sets since there seems to be a lot of irrelevant ones with minimal ...
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52
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Does it make sense to use ProfilePasswordPolicy metadata in an sfdx project?
When I interactively modify the "Password Policies":
in a couple of profiles in my scratch org and then run:
sfdx force:source:retrieve -m ProfilePasswordPolicy
zero .profilePasswordPolicy ...
- 135k
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57
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Convert Lead to Patient unavailable default record type error for partner community user
When a partner community user tries to convert a Lead to a Person Account from Experience Cloud getting this error. But for system admin user Lead to patient conversion working fine.
We are using ...
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23
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Find sobjects for which you can not give object permissions [duplicate]
Does anyone know how to find objects in Salesforce for which you can not set object permission at all ?
if you look in the profile / permission set object permission list there are objects with "...
- 123
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634
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Permission Set for Integration User profile: The user license doesn't allow the permission: View All Activities
I created
a new profile based on the new Salesforce Integration license,
created a new user (Portal API User) using this license,
have set the Permission Set License Assignment on this User to ...
- 1,765
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62
views
GitHub Actions failing to deploy using Salesforce API Only System Integrations profile
I'm trying to setup a dedicated GitHub Integration User that uses the new Salesforce API Only System Integrations profile. However, when I do a deployment using GitHub Actions I receive the below ...
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63
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Standard Marketing Cloud Profile Center to update Salesforce Contact
I am using the standard SFMC Profile Center with Salesforce integrated (Fields mapped) to manage profile attributes and preferences.
When a contact modifies his attributes on this profile center, the ...
- 3
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124
views
How to retrieve profile's all metadata in vscode?
I want to retrieve profile's all metadata which include fields permission, classes permission , layout assignment. I tried few ways which didn't seems to work
Using package.xml : I have added profile,...
-2
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1
answer
31
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Is versioning user profiles feasible?
I recently tried to version a lot of things that weren't versioned in Git just yet. But even with the now-used source format, it seems there is still some metadata that is particularly prone to the ...
- 2,272
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76
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getObjectInfo/getPicklistValues permissions needed in public community
What are the permissions needed to use getObjectInfo (needed for default record type) && getPicklistValues wire adapters in public community?
I've added but I'm getting 401 when accessing ...
- 4,016
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74
views
Is profile considered as an object?
I'm asking because someone mentioned that a new field was added to our profile table, but when I checked, I couldn't find "Profile" in the object manager...
Any idea how a field was added in ...
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82
views
Only Create Access but edit and delete using permission set
I have an requirement that profile need to give creating the record but delete and edit access should be done by permission set.
In profile on FLS I gave read and edit acccess to all field or else we ...
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2
answers
127
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sObject type 'MyObj__c' is not supported
I have an object created that is being queried by code in my Salesforce Experience. When running as an Admin logged into the Experience, it works fine. When logged into the experience User, I get ...
- 6,145
-1
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24
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recordViewForm not pre-populating input fields for certain profiles in aura
I have an aura component with a recordViewForm that displays multiple fields from the Account object . These input fields are supposed to be pre-populated but are not displaying for a certain profile ...
- 109
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140
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Retrieve FlexiPage layout for default Opportunity record type for current user
Question
For the current user, how do you programmatically retrieve the FlexiPage layout (i.e. fields) for the default Opportunity record type?
What I've Tried
Since, the FlexiPage layout potentially ...
- 101
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117
views
Salesforce platform user must access only an experience site
I'm in this situation.
All our users with the license "Salesforce platform users" must not access the CRM.
In fact, we are developing a "self-service" community where those types ...
- 149
3
votes
1
answer
360
views
Access to Apex controller for public community lwc
I have a public facing LWC in a community that you do not need to login in to see. I'm trying to retrieve data based on a recordId. I'm getting an error saying I don't have access to that apex ...
- 689
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71
views
axios.create() successfully creates connection for System Administrator not other profile
I am creating a Salesforce api testing tool. How it works is I use jsforce.login(un,pw) to create a connection using their api:
var soap = new jsforce.Connection({
oauth2: {
loginUrl: ...
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2
votes
1
answer
128
views
2nd gen package profiles issue
I stuck with issue with choosing custom profiles when 2nd gen package is installed.
Package provides only 'No Access' and 'Full Access' settings, but in my project there are some custom profiles which ...
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92
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Goal: Display different lightning pages for users in same profile but with different permission set
There are two lightning pages A & B. I want to display the lightning page based on the permission set but all the users belong to the same profile. How can I achieve this?
Account object -> ...
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151
views
User with Minimum Access Profile/Permission Set Cannot See Any Buttons on Object Pages
We recently created a new profile cloned from the Salesforce Minimum Access profile and added the rest of the necessary permissions for the users via Permission Sets/Groups.
We noticed the users with ...
- 415
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279
views
How to determine fields for which a given profile does not have read permission
Full disclosure, my expertise is not on the Salesforce side, but in .NET and SQL; however, I've been tasked with assisting my company with a data migration from our original org to a new one. The in-...
- 103
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84
views
How can I restrict the user from Editing the Account Site Field of account Object using profile settings?
I am facing some issue here regarding field level security in Profile
Sales Admin (Cloned From System Administrator)
Object Level Security (Standard object permission) Account Object | Only Read ...
1
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1
answer
1k
views
Salesforce Integration License Profiles / Salesforce API Integration License agreement profiles not able to access controlled by parent custom objects
I want to convert a Salesforce license profile to Salesforce API Integration Profile.
I have cloned the API profile and created a new profile with similar permissions with a permission set created ...
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109
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Is there a way to clone a Profile via API?
When using Salesforce UI, it's possible to clone a Profile. This is handy, because we can clone the Minimum Access - Salesforce Profile which includes almost the bare minimum permissions.
However, ...
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2
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408
views
Cannot access sObjectType 'OrgWideEmailAddress'
I am encountering an exceptionally unusual issue.
I have a User A (running under Profile A). This profile has minimal permissions. It has only Permission Set A
Permission Set A gives "View Setup ...
- 121
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vote
1
answer
2k
views
Profile Deployment Error: Unknown user permission CanAccessCE
We are getting an error when trying to deploy code of our project into another sandbox.
Every profile has failed with 'Deployment Error: Unknown user permission CanAccessCE'.
While the nature of such ...
- 2,990
6
votes
3
answers
279
views
Is there a more effective format for permissionsets?
Working source first, permission sets and profiles have a low "signal to noise" ratio where the signal is the content of the XML elements and the noise is the element layout and the elements ...
- 135k
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262
views
Unable to create/find tab for Survey Invitation object
I have enabled Surveys in Salesforce and the Survey tab is visible to the user. However, I am unable to find the tab for Survey Invitation.
For profiles, the tab setting is unavailable:
I cannot find ...
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1
answer
32
views
How to restrict provide user access to specific records inside one app (let's say Insurance -> Employee) and provide all access to another app
I want one user Rahul to have access to specific records (let's say all employees from India) inside Insurance App. But when he switches app like Sales he can see all the employee.
Any idea How can I ...
- 99
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74
views
Show case picklist values from parent object
I am working on showing picklist value on the basis of user permission set / profile.The picklist values on child needs to be shown on the basis of certain permission assigned to the user.
I do not ...
- 17
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1
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59
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Salesforce System Amin cloned profile
I cloned the System admin profile and realized it does not have the login as user option right beside a user's name. I created a delegated admin group and added the profile with the enable login ...
- 11
-1
votes
1
answer
698
views
Salesforce User not able to edit a Asset record that he created
I have a profile whose is having Create/read/edit permissions on object level and the OWD of the object is Private. I am able to create a new record but when I try to edit the same record that I just ...
- 33
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votes
1
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487
views
duplicate rule only working for System Admin not for other profiles
I have created a duplicate rule with the below matching criteria:
(Account: Apart_NumEXACTMatchBlank = TRUE) AND
(Account: MailingStreetFUZZY: STREETMatchBlank = FALSE) AND
(Account: MailingCityFUZZY: ...
- 1
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0
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119
views
Retiring permissions on Profiles and Lightning component visibility
Salesforce is removing some permissions from Profiles (like object/field permissions) for Spring '26 release. Something interesting I found was this known issue with no workaround.
Users without View ...
- 11
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votes
1
answer
292
views
Cannot set default app for user with System Administration Profile
I have an account with System Administration Profile. I set the default app to the Admin System app like the picture below:
However, when I log out and log in again, the account still keeps the Setup ...
- 145
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1
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1k
views
Allow Profile the ability to edit any Task or Event on Account or Contact
I have a dilly of a pickle here.
We have users who have the profile: "US-Development".
Anyone with this profile should be able to edit any Task or Event on Account or Contact.
One of our ...
0
votes
1
answer
949
views
Some profile users not able to see all queues in Omni supervisor tab
Some profile users cannot see all the queues in omni supervisor tab Agent Summary dropdown menu.
But some profile users can see. So I understand here the issue is with profile settings.
But I am not ...
3
votes
1
answer
367
views
Password policies at organization level versus profile level
Hello,
There is something I would like to understand.
There are password policies at the organization level and at the profile level.
In the documentation, I can read the profile level overrides the ...
- 723
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1k
views
An user is able to see the public report folder without the permission "View Reports in Public Folders" in his profile
Hello,
In my Salesforce, an user is able to see the "Public Reports" folder without the permission "View Reports in Public Folders" in his profile.
I mean, he is able to see ...
- 723
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1
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854
views
Two Users - Both Sys Admin Profile - See different page layouts
A new record type for Opportunity was created then a new Lightning Record Page Layout for it. The user record (Sys Admin) that did this work sees the old page layout even though the correct record ...
- 118
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1
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2k
views
Two users having same role, profile and permissions, but one user is not able to see certain field
Two users having same role, profile and permissions, but one user is not able to see a field, which can be seen by other user.
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384
views
Ownership transfer
Is there a way to ensure that a certain profile will always be able to change the ownership of an Opportunity without having admin privileges and/or own the parent account?
Case:
Profile A (user 1) ...
1
vote
1
answer
486
views
Give access to User.ProfileId without "View Profile and Configuration" permission
I created a flow that has to access the profileId of Order.Owner:
But when the user runs the flow, the following error occurs:
"An error occurred: The flow failed to access the value for ...
- 111
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0
answers
4k
views
Deploying Page Layout Assignments
Edit: This issue turned out to be my mistake. I was deploying to one org and checking Setup in another org. However, since there's not any other questions specifically about deploying only page ...
- 2,075