Questions tagged [profile]
A profile contains user permissions and access settings that control what users can do within their organization.
878
questions
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1
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31
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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.
-1
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0
answers
35
views
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 (...
0
votes
1
answer
22
views
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 ...
0
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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 ...
0
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1
answer
38
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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 ...
1
vote
2
answers
32
views
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 ...
0
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0
answers
30
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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 ...
1
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1
answer
19
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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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23
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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....
0
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1
answer
31
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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 ...
0
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0
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43
views
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 ...
0
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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 ...
-1
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1
answer
29
views
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 ...
0
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1
answer
17
views
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 ...
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 ...
0
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2
answers
46
views
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 ...
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 "...
-1
votes
1
answer
58
views
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 ...
0
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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?
0
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0
answers
20
views
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 ...
-2
votes
1
answer
52
views
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 ...
0
votes
1
answer
35
views
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, ...
0
votes
2
answers
92
views
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,...
0
votes
1
answer
29
views
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 ...
0
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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 ...
0
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0
answers
25
views
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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0
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25
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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 ...
0
votes
1
answer
24
views
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 ...
2
votes
0
answers
30
views
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 ...
0
votes
1
answer
89
views
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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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 ...
0
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1
answer
35
views
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 ...
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 ...
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 ...
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 ...
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 ...
0
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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 ...
2
votes
0
answers
34
views
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
...
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 ...
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 ...
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),
$...
0
votes
1
answer
192
views
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 ...
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 ...
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 ...
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 ...
0
votes
0
answers
15
views
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 ...
0
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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?
0
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0
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89
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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 ...
0
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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&...
0
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0
answers
20
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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" ...