Questions tagged [record-access-level]

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Tried referencing a Custom setting Text area(255) field inside a Formula in salesforce flow, but somehow it is erroring out saying field not exists

Referencing Text area field belonging to custom Settings heirarchy object inside a condition formula of a Record Triggered Flow is giving following Error: Field $Setup.CustomSettingName__c.test__c ...
-1 votes
1 answer
53 views

Custom profile with all permissions and NO access to data

I need to setup a user profile with access to all configuration settings (object manager, change sets, development, etc.) but NO access to production data (NONE). Can this be achieved? Thanks in ...
0 votes
1 answer
511 views

How to restrict users to access accounts they do not own associated with cases they do own

We have two companies with their seperate roles hierarchy under same organisation. The hierarchy is same for both companies CompanyA Manager - CompanyA Processor - .. CompanyB Manager - CompanyB ...
0 votes
1 answer
475 views

Remove access to Account Records having record type "Partner", for a particular role

I have been struggling to understand how to implement the following requirement, would appreciate any useful tips. How will you remove R/W access to Account records having record type "Partner&...
0 votes
2 answers
292 views

Querying for RecordType's DeveloperName throws error when generating code through tooling

I get this error when querying for DeveloperName via the Tooling API even though I can perform the same query in the developer console with the same user. "No such column 'developername' on ...
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1 vote
0 answers
211 views

test class fail for LeadShare: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY

i'm doing a test classe and run into an issue with the object LeadShare. So here it is: @isTest public class Test_LeadUtility { @testSetup static void setup(){ String ...
0 votes
1 answer
18 views

restricting visibility except through disabling the "Grant access via role hierarchy" [closed]

Need help to know, if there is any way to restrict the record level visibility for users above in hierarchy except through disabling the "Grant access via role hierarchy" on Object sharing setting
0 votes
1 answer
549 views

Salesforce record access: Can access provided on public group override profile permissions

We have a user X, whose profile level access on an object is CRU. Now, this user is also part of a public group which provide read only access on the same object. So, will the access provided by ...
0 votes
1 answer
54 views

how to transfer crud properties of a user of a certain record to another

How may i transfer CRUD properties of a record assigned to the owner of that record to another user in apex? UserRecordAccess could be used to find the properties but how to do it for multiple ...
0 votes
1 answer
207 views

Setting Different Permission For Record Owners

I am bit confusing on security part of salesforce. I have a situation where certain fields of an object X has to be disabled for a profile P. But the users in the same profile P, if they are the ...
1 vote
1 answer
143 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. ...
0 votes
0 answers
157 views

Unable to update case via quick actions

in my sandbox, I have a custom profile based on sales standard. I can update case records via the detail page (even when I'm not the owner of the record). However, when I try to update such record (...
1 vote
1 answer
701 views

Contacts visibility to site guest user

My site guest user needs access for all the contacts in the instance. Right now site guest users can access contacts created by guest user. They are not able to access contacts created by Salesforce ...
0 votes
0 answers
48 views

Identify the reason why a user has access to a record [duplicate]

UserRecordAccess tells you which records user has access to. But it doesn't inform why a user has access to that record. I'd understand that this can be complicated but this is one source of ...
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1 vote
1 answer
214 views

Unexplicable "level of access" error when editing Account

So one of my users (with a custom profile) tries to save an edit of an Account and gets the dreaded "You do not have the level of access necessary to perform the operation you requested. Please ...
1 vote
2 answers
2k views

How does getSObjectType().getDescribe() work in a 'Without Sharing' Class?

I recently run into a problem when I try to check fls within an without sharing class. Here is what I did: For the user profile I set CustomObject__c allow delete permission to "False" public ...
0 votes
0 answers
72 views

Facing issue while editing record

i am trying to edit the record in one of the custom object, but i am getting error Insufficient Privileges. Profile having access to read,edit,create,view all .Please suggest what is the problems is ...
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0 votes
2 answers
1k views

Setting OppurtunityAccessLevel field on Object OpportunityTeamMember using Trigger

I was doing some case study for learning Triggers and got a requirement like below Once a new Opportunity is added, then the Manager of Opportunity Owner need to be attach in the Opportunity team ...
0 votes
1 answer
228 views

When I use apex:inputField (lookup type) on public site for Account, No records appears on the popup window. Where to look for?

When logged in When I'm logged into salesforce, it shows available records, Following is From Public site. When I click Look up button on Account field, No records found due to one of the following: ...
1 vote
0 answers
90 views

How to overcome "Insufficient previliges" on accessing child object while its parent have public read only access?

In my org, Account object have OWD as public read only. And I have a custom object C1 which is a child of Account (Master-Detail Relationship). If a new record is created for C1, it gets saved at the ...
1 vote
1 answer
1k views

Schema sObjectType [Object] fields isUpdateable returns false despite profile config

Schema.sObjectType.Campaign.fields.My_CustObj_Id__c.isAccessible() // true Schema.sObjectType.Campaign.fields.My_CustObj_Id__c.isUpdateable() // false How is this possible?
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1 vote
2 answers
68 views

Group user permission

I want to give permission / access to group of users. Within the group, all users should be able to view/edit each other's records, but not from the other team. The object in question is set to ...
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4 votes
2 answers
2k views

How to query users who have access to a particular record?

I have been going through the forums and the documentation and I do not find a way to query the Users who have access to a particular record. For example, when I upload a document, a mail has to be ...
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0 votes
2 answers
2k views

does view all permission on an object override OWD value of Private [duplicate]

if a user has view all access on a custom object using a permission set, will he be able to access all the records of all users even if OWD is set to private ? if user has only view access on custom ...
  • 2,293
1 vote
1 answer
663 views

is there any possible way to know if someone try to login as you?

How would you know if someone use you as "login as" and try to alter data? I know that whenever you changed something in salesforce (e.g. Opportunity record) it will always records the login user as ...
  • 511
1 vote
1 answer
284 views

"Who sees what" videos on Youtube now mostly private. Other way to view them?

Another exam coming up and again I am trying to understand the subtleties of object and record access (for me the most complicated thing in Salesforce). There is an enlightening Salesforce video ...
1 vote
1 answer
42 views

Request : Insufficient privilage error

When creating a request as portal user, I do see that there is insufficient previlage error displayed. A trigger is fired in the back that send email to the respective owners about this new request. I ...
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1 vote
1 answer
215 views

Distinction between SF2SF, Communities, Chatter

What is the difference between Salesforce to Salesforce, Communities, and Chatter? There seem to be many overlapping features. What makes each of these distinct from the other? What would be distinct ...
1 vote
1 answer
262 views

Record Sharing Using Role Hierarchies

In OWD, for account access is "private". So,I have created sharing rule on Account object with the following criteria. Criteria - Account Record Type= Account Type UK Share with- Role:&...
0 votes
1 answer
427 views

Access on Record Type

I am currently not getting access to a particular Record Type ID though I have logged in from an User with System Administrator Profile. Can someone explain what to do to overcome this issue?
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1 vote
2 answers
5k views

How to restrict a user's access for accounts they do not own

I have a roles hierarchy like in the image attached. One Sales Manager and UNDER this role, two other roles: Sales_Europe and Sales_US. Assigned to these two roles, i have two users: user_a (Role: ...
6 votes
2 answers
10k views

What could be the situation - Record Currently Unavailable- Record Lock Issue

One of user from my org got this error while changing an owner of Account. (there is a trigger on Account who updates its child opportunities too ) Now I am unable regenerate the error. So my ...
1 vote
1 answer
2k views

Insufficient privilege in 'Article Management' tab

A user is trying to modify the existing article. For this the user clicks the 'Article Management' tab. However, following error is received: Insufficient Privileges You do not have the level of ...
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0 votes
1 answer
151 views

How can a profile see a public report when sharing is off?

A certain profile of mine can see a public folder, that he shouldn't. My wide setting for Enhanced Folder setting is enabled I have a certain folder, which the users in this specific profile (custom ...
  • 5,471
0 votes
1 answer
125 views

Control formula field display based on User

I have a requirement to display an Alert image that I have uploaded as a static resource to the User who is viewing the record only if the User is owner of the record. Can someone please guide me ...
  • 2,910
0 votes
2 answers
65 views

Field level access to the particular user for the particular record

I have a scenario, Account "phone" field is only accessible to the system administrator and for normal user its locked. We have the requirement as if normal user want to change "phone" for the ...
0 votes
0 answers
36 views

Access in Enterprise Edition

I am bit new for Salesforce Editions, I have one app, which fetch all Fields and show them on VF page from the objects Lead,Contact,Opportunity and Account. Now, I have one "Enterprise Edition" org, ...
0 votes
1 answer
103 views

Able to view records, but unable to create particular RT

Just a quick question We have approx. 10 RT on the tasks, not every RT is assigned to a profile. Now I know how to assign record types by profile, however my question is, the users would like to see ...
3 votes
1 answer
461 views

OpportunityShare record delete Exception

My scenario - I have a custom object 'A' and I have a lookup to custom object 'A' on Opportunity. The lookup is made mandatory on page layout of Opportunity. OWDs of both 'A' and Opportunity is '...
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3 votes
1 answer
1k views

Task related List Visual Force

I´ve added the "Open activities" related list in my visual force page. this is part of page: <apex:page standardController="Opportunity" extensions="leadViewController"> <apex:detail ...
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0 votes
2 answers
2k views

Allow Read only users to Attach files to records

If a profile has read-only access to Case records. Is there any (easy) way that the user can add files to Attachments folder on the case record with their Read-only access?
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1 vote
1 answer
1k views

In SOQL query how to only return Objects that user has access to?

When doing SOQL Queries, how I can I ensure that I only return the set of Objects that the current user has access to? Imagine I query for Accounts, and I display a list of links to those Accounts ...
2 votes
0 answers
3k views

Editing child records when master is locked in master-detail relationship

When creating a custom master detail relation with oppty object I get to see the sharing setting, which is not available with standard out of box master-detail relation like quote and oppty. Does ...
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8 votes
3 answers
4k views

Programmatically check a user access level to a record

I have a strange behavior on my org. The user's profile have no "Delete" permissions for the custom object, only "Read / Create / Edit". So he can not delete any record from this object. But when i ...
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