Questions tagged [profile]
A profile contains user permissions and access settings that control what users can do within their organization.
952
questions
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29
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User can see a field that is not even inside the Page Layout
I have a custom object that a user accesses frequently.
Recently I received a report that this user was able to see too much fields, much more than usual.
I checked the permissions of this user. He ...
1
vote
0
answers
20
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Deploy Profiles without changing related objects, fields, etc
I'm working on a tool for cleaning up and refactoring profiles and permission sets. This tool uses the Salesforce CLI (sf project retrieve start) to retrieve a wide array of metadata (including ...
1
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0
answers
22
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User can't view User List in calendar without View Setup and Configuration permission
I created users list in Salesforce, with few filters based on Profile name. Users should be able to add this User List to their Calendars to see other users events. For users with not enabled View ...
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1
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76
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standard__LightningInstrumentation is not available in assigned apps in Profile
I am facing similar issue like Error: no CustomApplication named standard__LightningInstrumentation found
If I simply remove the tag from the Profile metadata for standard__LightningInstrumentation, ...
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1
answer
91
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Check if current running user has access to edit an object in Lightning Web Component
is there a way to check if the current user has permission to edit an object (Controlled by Profile and Permission Sets).
This is my scenario:
I have a custom LWC which pulls information from ...
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30
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Outlook for Salesforce - Event Record Type
What determines the record type an Event will be logged when created from the Salesforce side panel in Outlook? Currently, we have users reporting that the events are created with a different record ...
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1
answer
44
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Best way to limit visibility of contacts
I am looking for the best way to limit the visibility of the "Contacts" object for some users. We are a secondment company that constantly has a flow of new contacts, but also contacts who ...
0
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0
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73
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Error While Trying to Edit Paths
I have been attempting to make a path associated with my opportunity object accessible to certain profiles on our developer SF app. Every time I attempt to edit the path in question, I get the ...
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1
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116
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How to Edit Path Permissions
I am attempting to limit/expand who can view a certain path created for our opportunity, whenever someone doesn't have permission to view one, this error pops up:
Does anyone know how to fix this, as ...
2
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1
answer
165
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Remove Default Record Type For Platform Integration User
There's an old account record type on the Platform Integration User profile that I cannot disable:
This record type cannot be deactivated because the following profiles use this record type as ...
0
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1
answer
75
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Get all Profile defaults (record type, app, page assignments) into a CSV
I'm looking at migrating from Profiles to Permission Sets for most permissions in my org, in keeping with official Salesforce best practice.
One important part of this is consolidating Profiles. But ...
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176
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Knowledge Articles Not Showing for Customer Community Login User
Hi Im trying to do this in experience cloud: Share knowledge articles by criteria with customer community login users and guest user. but I've been stucked here for about 8.5 hours already, since I ...
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1
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146
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Including Profiles/Permission Sets in AppExchange package
My AppExchange app passed security review last week, and I am about to release it.
One final question I haven't had luck finding an answer to is whether to include the 'Admin' profile (that grants ...
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1
answer
47
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Any connection between Custom Permissions and Profile?
I have a bunch of custom permissions added to all profiles in a Salesforce org, I wish to run an apex script to remove these permissions, However, I don't see any object like PermissionSetAssignment ...
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1
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163
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After login, all my users are getting navigated to an app that is NOT their default app
I have an app called 'D&B Optimiser'. This is NOT marked as default for any profile.
Yet, my users complain that the post-login default screen that they see if this every time.
I checked the ...
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3
answers
436
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System Permission set to View All Records. Why can't User view Account and other standard objects?
I created a Permission Set and made one change on it: System Permission: "View All Records"
I gave it to a User with Standard Profile.
When I tested as this user, it could Update and Delete ...
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0
answers
35
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Individual Email Result not showned for specific profile users
I have a problem with the "Individual Email Results" box , in the Related tab of the Accounts (Contact) , when i login to Salesforce with users that haves a specific PROFILE (Profile1).
With ...
1
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1
answer
65
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When a new Object is added to the Org, Bot User should get automatic Read Access
I'm thinking to build an Integration Bot User with Standard Profile and 1 permission set that has Read Access (and no Edit Access) on all Objects in the Org. They also need Read-only to all records.
I ...
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1
answer
167
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Is it a best practice to give all admins the system administrator profile?
A team reporting up to me that uses Salesforce is experiencing severe disagreements around whether admins should all be given the system administrator profile, or if all but the lead admin should be ...
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24
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Execute Sync report api not giving correct result
We are using named credentials to call execute sync api(POST) call (https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_getreportrundata.htm). ...
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1
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36
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I would like to share sharing permissions for the list view function by profile
I want to set sharing permissions for the list view function for each profile.
Is there a way to disable certain “A” profile user groups from using the “all users can see this view” feature and only ...
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1
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76
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Salesforce Report on Profiles, Record Types and Page Layouts
I am an admin and have a request for a report that shows, Profiles, record types and Page Layout assignments. This does not appear to be a report I can pull directly from Salesforce. Any ideas?
Thanks
...
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1
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233
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SOQL Query on FieldPermissions
I want to list out Read and Write permissions for a few fields on an object from a profile. I have a profile named Master_Junior and under the profile I want to find out all the field permissions from ...
0
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0
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28
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How do I set <tabVisibilities> for Connections tab (SF2SF) in metadata?
We have multiple orgs and I would like to deploy the setting to Hidden for all profiles other than SysAdmin for the Connections tab (Salesforce to Salesforce). I have tried by using these options, but ...
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1
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43
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Lightning Record Page
My mentor asked me this question,2 users with same profile, same page layout, same record type can see different fields based on their location. The answer is lightning record page, but how?
I have ...
0
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1
answer
55
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SOAP API: insufficient access rights on cross-reference id
I created a VF page to call SOAP API (version 57) for decribeLayout for a custom object with defined record type. It has payload
<se:Envelope xmlns:se="http://schemas.xmlsoap.org/soap/envelope/...
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1
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171
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Files Connect to Sharepoint Online - Connected Not Showing Folders or Files - Nothing Showing
Files Connect to Sharepoint - nothing showing
So the reason I'm posting this is because I found an answer to this question that seems to be plaguing multiple people across various forums and has gone ...
0
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0
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83
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unable to see object from installed package in profile in visual studio code salesforce once retrieved
I have a small issue I can't seem to figure out a solution for. I am unable to see objects from managed packages in VSC in Profiles, they are not showing when I try to check the permissions for them.
...
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0
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179
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Permission Set with license "Salesforce Integration" not permitting access to Opportunity object
This Permission Set (to be used by an API-only integration user) packaged in my 2GP as metadata is not granting access to the Opportunity object even though I explicitly enabled it...
<?xml version=...
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1
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170
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Connected App - Profiles vs. Permission Sets
Two scenarios for my questions below...
Permission Set named XYZ has a 2GP Connected App called ABC as an Assigned Connected App (in the Setup UI)
Connected App ABC (if Admin approved users are pre-...
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1
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183
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Deploying profiles from sandbox with vs code sfdx and it overwrites all object permission
I am deploying with sfdx GitHub updated custom profile(originally cloned from System Admin profiles) and edited permissions(CRUD access) on ONE objects and field level. I retrieved metadata, but it ...
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1
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90
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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 ...
0
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1
answer
39
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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 ...
0
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1
answer
736
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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 ...
2
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2
answers
1k
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 ...
0
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0
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46
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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 ...
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174
views
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 ...
0
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1
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112
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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 ...
0
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0
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334
views
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 ...
0
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0
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24
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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 "...
0
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1
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6k
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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
votes
1
answer
133
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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 ...
0
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0
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1k
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,...
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1
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62
views
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 ...
1
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2
answers
274
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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 ...
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1
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269
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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 ...
0
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0
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390
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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 ...
0
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2
answers
2k
views
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 ...
-1
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1
answer
44
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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 ...
0
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0
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427
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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 ...