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Questions tagged [record-access-level]

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I want to give access to user to add or edit opportunity contact role but not edit opportunity standard fields.How to achieve this?

User has edit access on case. From case record if user navigates to opp through the opp lookup field in case he must not be able to edit opp standard fields but ... add or edit the opp contact roles ...
user2828669's user avatar
1 vote
0 answers
33 views

Issue while iterating related child records of a Case Object in Visualforce Email Template for Portal users

Requirement - To show the table consists of the child records in Visualforce Email Template for portal users Design - We have two Objects having Master-Detail Relationship. First Object - Parent__c (...
Push Tech's user avatar
-2 votes
1 answer
19 views

Database.update issue with AccessLevel (FLS check) and Master-Detail fields with reparenting disabled

I'm having an issue with using AccessLevel.User_mode: Database.update(someSObject, AccessLevel.User_mode); The problem is that if I have a Master-detail field on an object that is being updated and ...
LinQ's user avatar
  • 139
-1 votes
1 answer
21 views

Can I restrict a user with Role 'A' to view cases only with the status (picklist) values : new and open

Case object : private owd Role :A User with Role A should only be able to see the cases with status picklist values: new and open. How can I do this? Is it even possible to restrict users access on ...
Jason David's user avatar
0 votes
0 answers
39 views

OWD and Profile Security Settings

I am facing an issue. 2 Custom objects Job(master) and Candidate (child). Job - parent (OWD private) (Custom Profile permission - Read permission only) Candidate - Child (OWD Controlled by parent) (...
Rashmi Shankhpal's user avatar
6 votes
1 answer
415 views

Issue with updating objects using the "accessLevel" parameter of Database.update method

We are updating our code to use the new accessLevel parameter in the update method of the Database class. We have cases where the object contains fields that cannot be edited (e.g. LastModifiedDate). ...
Brijesh Popat's user avatar
0 votes
1 answer
222 views

Contract records access

Here is the sharing settings for account/contract: Our experience users (community) have to access (read/write) the contract records under the account their contact is linked to but only those ones. ...
Fabien Braconnier's user avatar
2 votes
1 answer
499 views

External user as record owner - implications?

I wanted to ask about something that is bothering me. I once came across a statement that an External User (for example, one with a Community Cloud license) should not be the owner of records because ...
Adamo's user avatar
  • 381
1 vote
1 answer
236 views

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 ...
Akansha Gupta's user avatar
-1 votes
1 answer
414 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 ...
Bernardo Lira's user avatar
0 votes
1 answer
948 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 ...
Sherry's user avatar
  • 103
0 votes
1 answer
1k 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&...
Parikhit Sarkar's user avatar
0 votes
2 answers
779 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 ...
DavidS's user avatar
  • 37
1 vote
0 answers
290 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 ...
Luis Aguiar's user avatar
0 votes
1 answer
19 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
Moni Jaiswal's user avatar
0 votes
1 answer
883 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 ...
Test user 1's user avatar
0 votes
1 answer
59 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 ...
Avilash Basu's user avatar
0 votes
1 answer
248 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 ...
Smruti Ranjan Biswal's user avatar
1 vote
1 answer
230 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. ...
Patrick Ward's user avatar
0 votes
0 answers
245 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 (...
user58709's user avatar
2 votes
1 answer
965 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 ...
indrasen neelam's user avatar
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 ...
metasync's user avatar
  • 1,772
1 vote
1 answer
265 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 ...
Sander de Jong's user avatar
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 ...
bluecatkaka's user avatar
0 votes
0 answers
82 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 ...
dem's user avatar
  • 225
0 votes
2 answers
2k 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 ...
Robert Thomas's user avatar
0 votes
1 answer
271 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: ...
Pasan Eeriyagama's user avatar
1 vote
0 answers
91 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 ...
Seshu Paturu's user avatar
1 vote
1 answer
2k 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?
Vladyslav K's user avatar
  • 2,743
1 vote
2 answers
70 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 ...
user669789's user avatar
4 votes
2 answers
3k 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 ...
User2529's user avatar
  • 703
1 vote
2 answers
3k 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 ...
Walker's user avatar
  • 2,365
1 vote
1 answer
1k 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 ...
rpm07's user avatar
  • 511
1 vote
1 answer
306 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 ...
Sander de Jong's user avatar
1 vote
1 answer
43 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 ...
Gops's user avatar
  • 375
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 ...
Dana Edwards's user avatar
1 vote
1 answer
286 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:&...
Murali Mohan Mandadi's user avatar
0 votes
1 answer
505 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?
Testing_SFDC's user avatar
  • 2,940
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: ...
Ovidiu Diaconu's user avatar
6 votes
2 answers
12k 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 ...
Salesforce Steps's user avatar
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 ...
Raish's user avatar
  • 707
0 votes
1 answer
180 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 ...
Saariko's user avatar
  • 5,610
0 votes
1 answer
140 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 ...
Testing_SFDC's user avatar
  • 2,940
0 votes
2 answers
69 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 ...
sfbeginner's user avatar
0 votes
0 answers
45 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, ...
Salesforce Steps's user avatar
0 votes
1 answer
118 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 ...
user11500's user avatar
3 votes
1 answer
570 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 '...
Rajeev's user avatar
  • 33
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 ...
Enry's user avatar
  • 3,726
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?
Clehan1's user avatar
  • 879
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 ...
Willem Mulder's user avatar