Questions tagged [roles]
Roles determine user access to cases, contacts, and opportunities, regardless of who owns those records.
124
questions
0
votes
0answers
7 views
Group Customer Community Plus User based on role
All my community users have Customer Community Plus License. We are planning to use 2 roles- User and Manager. Every account will have 1/ 2 users with Manager roles. They should be able to see and ...
0
votes
0answers
10 views
Account roles view as a tree
Let's say I've enabled Parnter Account for some particular account in my org. Then I 've added some Contatcs and assingned them e.g. User and Manger Roles. But unfortunately I can see this roles in a ...
1
vote
1answer
35 views
How should I share a summary-level view of opportunities without sharing their activities, emails & files?
I have an org containing several business subsidies working on opportunities.
These opportunities may have sensitive data attached to them in files, emails, calls, etc.
Users in each subsidy should ...
0
votes
1answer
16 views
Error when adding Role to my user in a scratch org
I came across this issue when trying to add a role to my own user, in order to have the account serve as a community account for community user provisioning. I also tried creating another admin with ...
1
vote
1answer
48 views
Salesforce Marketing Cloud - Roles and Permissions Issue
Typically for a power user in SFMC I will assign the following roles:
Administrator
Marketing Cloud Administrator
Historically this has given access to 95% of the areas needed.
The issue is now ...
0
votes
2answers
88 views
Page Layouts: Two users with same profile have different layouts?
I have two users that have different roles but the same profile.
I cleaned up some page layouts for our lead and contact objects and am testing them with a particular set of users. No issues with ...
3
votes
0answers
28 views
Is there an alternative solution to prevent other profiles from seeing a certain profile's activites?
I have an original profile A
A group of users wanted to go from profile A to a new profile called profile B that is an exact mirror of profile A.
Profile B wants to create activities and task, but ...
0
votes
1answer
23 views
help with soql to fetch sharing details of partner account
I have partner community users which have access to our partner community. We have couple of sharing settings applied for partner account when the record is created in Salesforce. We can find this ...
0
votes
1answer
105 views
How to get related contact role in SOQL-query?
Salute.
I'm trying to add to the related contact list page an indication of the role of each indirect contact. In the standard page "Related Contacts" this field is, but how make it in custom - I don'...
3
votes
1answer
51 views
Role Limit (Internal + External) in a single Org
How many Roles (Internal and External) can a single org have? I can't find this documented clearly without references to Territory count.
We know that Internal Roles and Account Roles are all stored ...
1
vote
1answer
123 views
Single Sign-On for Marketing Cloud
Using Single Sign-On for Marketing Cloud, how are the Marketing Cloud roles managed? From Marketing Cloud as a standard user or from Sales Cloud? I've never implemented it and after reading the ...
0
votes
1answer
27 views
Contact from Partner User are hidden from Partner Executives
Here's my setup
I create a new Dev Org.
I did made Contacts Private internally and externally.
I went in the Community Settings and set Number of partner roles to 3
I enabled Partner Relationship ...
0
votes
0answers
17 views
Salesforce community and sharing - why are community accounts shared with all internal users of the same role and below?
We have a Salesforce community implementation and at the same time do not have a concept of role hierarchy in our org. Right now all internal users have the same role, "Sales User". Up until now, ...
0
votes
1answer
152 views
Rest API request on behalf of specific user
I have to retrieve data from Salesforce (using default endpoint for Rest Api SOQL queries) for a specific user. Now for getting Access_token I'm using "grant_type: password" with "System User" who has ...
1
vote
1answer
26 views
Limit Access to records unless they are shared
This might be somewhat of a stupid question, at least it feels like it should be a fairly easy solution but I've been banging my head against it for a couple of days now with no luck.
I'm trying to ...
-3
votes
1answer
62 views
Ability to the employee user to edit the records created by manager
I have 2 roles (Manager and Employee). Employee reports to Manager. Employees should be able to edit Case records created by manager. OWD on the Case object is Private.
Created a criteria based ...
4
votes
0answers
46 views
Sharing rule causes sibling access leakage
(I actually think this might be a bug...)
Note: Org-wide defaults on accounts/contacts/opportunities/cases are all set to "Private".
I have the following role hierarchy:
As expected, Team Lead 3 ...
1
vote
1answer
881 views
FIELD_INTEGRITY_EXCEPTION, Invalid role assignment.: []
I am building some test data in my unit test.
Roughly I have something like this:
@IsTest
static void getUserTest() {
Account acct = new Account();
acct.Name = 'Test Account';
insert ...
0
votes
1answer
32 views
All users in one role?
tldr: I'd like to just put every user in the same role, but I'm not sure what consequences that'll have besides messing up role-based sharing, which we don't really use. What else could be impacted?
...
1
vote
1answer
34 views
How is user gaining ownership of an Account?
Upon changing the case access of a child role from "can edit all cases associated with accounts that they own" to "cannot access cases that they do not own" a user can no longer access a case. However,...
1
vote
1answer
44 views
Role hierarchy not having Partner Manager and Partner Executive Role
I created a user by convert lead to contact and then enabling the partner account and enabling the partner user.
I was able to create the user but when I edit the user to select a different role I ...
5
votes
2answers
676 views
SFDX: Setting role for “User User”
The problem is that I cannot set the role for the scratch org user. I get the following error:
Unable to Finish Processing Request
An error has occurred while processing your request. The ...
0
votes
2answers
518 views
How to limit picklist values based on Role?
I have added a value to a picklist that is dependent on the value of another picklist. I have added the same value to a different picklist. It is added for particular record types.
When the user of a ...
0
votes
0answers
19 views
Show Me by Role in Report Filter giving inaccurate results
I have a report in Opportunity, when clearing this filter gives me all the opportunity reports (e.g. 500 Reports), but when selecting a specific Role (example: the Topmost role in the role hierarchy - ...
0
votes
0answers
7 views
Clarification regarding a case study for “Complex Sales Realignment”
I came across the following article Case Study
In key observation, the article states
"Portal Roles – when the owner of a portal account is changed, the roles that provide access to the portal ...
0
votes
3answers
39 views
Salesforce without a Role Hierarchy
I know that this questions goes against every single best practice in Salesforce but I'm working on a project where all users should see all records in the org.
I'm going to lock down objects and ...
0
votes
0answers
19 views
Ways find every reference to a Role in Metadata
my company is revamping a Role hierarchy, trying to slim it down and make more agile. The plan is to delete a bunch of Roles that are not used or are redundant.
What is the best way to do a Metadata ...
5
votes
0answers
35 views
Why does assigning a role from the role hierarchy page bypass validation rules? [duplicate]
I set up a validation rule that prevents our delegated admin users from creating/updating a user to not have a role. The validation rule works exactly as expected when creating/updating the user ...
0
votes
0answers
76 views
Report not showing all the Account records even when logged in as System Administrator
I have created a report which is an exact copy of a report created by another user with a different profile to display Account with Contacts.
I logged in as a system administrator and tried to run ...
6
votes
1answer
285 views
Can OWD be imported/exported as metadata?
I'm currently trying to create a scratch org which reflects our ludicrously complicated production org which contains hundreds of Roles.
Upon deploying most of these, I get errors like:
Error src/...
0
votes
2answers
195 views
How to override Opportunity Org-Wide Defaults Public Read Only
I would like to create a permission set or role which overrides the Opportunity Org-Wide Defaults of Public Read Only, such that users in with the permission set or in the role would only be able to ...
0
votes
1answer
554 views
Opportunity Team Member to Opportunity above the Role hierarchy
I want to Add myself as 'Opportunity Team Member' even of the Opportunity is way above my User's Role Hierarchy Level.
Now, as per the Salesforce, I must be the Owner of the Opportunity or I should ...
0
votes
1answer
204 views
How to extract only profile.name and userrole.name corresponding to a particular User object
We have an existing Soql query
SELECT Id,Username,LastName,FirstName FROM User
we are trying to enhance this query to retrieve profile.name, userrole.name corresponding to each user as per How to ...
0
votes
2answers
146 views
Is there a way to delete multiple roles at one go or the whole Role Hierarchy? (with or without inactive users)
Right now I have to delete 1 by 1 and that is really time consuming.
0
votes
1answer
36 views
How to reassign an object to the user with Role 'X'?
We have a few users with Role 'X'. We need to reassign an object to one from these users, if it's created not by one of them. But my loop choose the last one and change owner even if owner is already ...
0
votes
1answer
330 views
Editing task record getting Insufficient privileges
I have case record which has been created by sys admin, in the case record user A has created task and it is assigned to User B. Now user A trying to edit the task record which he has been created. ...
1
vote
1answer
453 views
How can I control the display of Quick Action Buttons without proliferating Page Layouts?
We have a Lightning Component button which allows Users to provide discounts on Opportunities.
We are currently leveraging the "Quick Action" functionality to display it on some page layouts.
The ...
1
vote
0answers
201 views
Set Category Group Visibility Settings for Role using Apex
The question is can I set Category Group Visibility Settings for Role using Apex code somehow? My logic creates Data Categories (I'm using Metadata Api for it) and User Roles (I'm using UserRole ...
3
votes
1answer
98 views
Insufficient Access Updating Role DeveloperName via Apex
A little background, for some reason my sandbox orgs are adding an "A" or "D" to role developer names when queried or when added to changesets. SF is investigating why this is happening.
Regardless, ...
1
vote
2answers
44 views
multiple types of user in same community portal [closed]
Is it possible to use the same community portal for the different type of users?
If yes, how can we distinguish them after login?
We have different types of user, one is Rider & Other is Driver.
...
0
votes
2answers
306 views
Organisation wide role Hierarchy restructuring
Our organization has gone through restructuring recently, so we need to rename and restructure role hierarchy. What is the best practice for renaming role and restructure hierarchy and also what are ...
1
vote
1answer
173 views
Account roles are not getting created on enabling the account as a partner
I have an integration project that is stuck due to the limitation I am facing with my Salesforce instance. On enabling Account as a Partner, the roles are not getting assigned. I can't see the role ...
13
votes
0answers
168 views
How do we manage our roles in Salesforce DX?
We currently have about 700 roles in production, which is more than the default 500 roles allowed for an org. When trying to create a scratch org, this means that we can't push all of our roles. ...
1
vote
1answer
149 views
Give access to Roles and Subordinates for already exsisting cases
I have Case and its Child Transaction-1 and Transaction-2. Transaction-1 and Transaction-2 has lookup relationship to Case. Case, Transaction-1 and Transaction-2 OWD is Private.
In Prod box, I have ...
2
votes
2answers
571 views
Portal Account Owner Has No Role
I need to test that when I share a record, inactive users are skipped, so I must create a user with IsPortalEnabled = true. I have checked to make sure that I, the logged in user, have a role and am ...
1
vote
1answer
398 views
Inserting Portal related UserRoles and Groups
I've been trying to make a unit test recently that requires of UserRoles with a certain PortalRole and PortalAccountId, as well as a Group related to the previous role.
I tried doing it like this:
@...
1
vote
2answers
75 views
Checkbox formula returning #Error when True, correct False value when False
Good evening to all!
I'm trying to figure out why a syntax-correct Checkbox formula is returning an #Error when it encounters a True result, but a correct empty checkbox when encountering a False ...
1
vote
1answer
2k views
What is Interaction Studio [duplicate]
Iam about to configure roles and permissions now i saw a fuction called "INTERACTION STUDIO"
what is the so called "Interaction Studio" I never heard of it before!
Could you kindly explain?
Thank ...
7
votes
1answer
4k views
Documentation for Roles and permissions
Does anyone know where I can find some documentation or a description of the roles and permissions found in the account 'Roles'?
I have looked into the documentation and have not been able to find ...
1
vote
1answer
49 views
Role Hierarchies
Pre-requisite: Account and Contact are in Master-Detail relationship. Both Account and Contact have two record types each, say Acc1 and Acc2 for Account and Con1 and Con2 for Contact. In the sharing ...
