Questions tagged [roles]

Roles determine user access to cases, contacts, and opportunities, regardless of who owns those records.

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How to show Duplicate Records to users who do not own that record?

Problem Statement: I have users operating in different countries. They will create leads specific to their own countries. However if someone in Australia creates a Lead with Lead Name = 'Amazon' for ...
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Share records that are accessible for Partner users with Internal users

I'm trying to share all the records that our partner users have access in the community with their respective Account Owner's internal users. Let's take the Account object as an example: My OWD for ...
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I want to create a callback, but cannot find connected app under the Apps section

I am trying to create a callback from salesforce to other platform. I read some documentation, but I can't find where is the "connected app", is it because my roles issue?
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How can we define territory manager in salesforce? like North region territory user A is Manager?

I have requirement, territory managers should be able to see their complete territory open orders? Now my question is how we can define a territory manager like north territory has many users eg: A,B,...
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Enabling Account Role Optimization

I really want to use ARO as defined here: https://help.salesforce.com/s/articleView?id=sf.networks_partners_optimize_roles.htm&type=5 The issue is that I don't see Use person role for first site ...
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Create Automation Studio Activities Custom Role

I have created a custom role which should be able to access Automation Studio Activities (CRUD). I have already granted permissions for Automation Studio, Subscribers, Activities and Shared Data ...
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Role Hierarchy, Sharing Settings & Team Member puzzling issue

I have this Role Hierarchy (assume there is only 1 user in each role listed below) How I've set up all the accesses: OWD: Account and Contract -> Private for both Default Internal and External ...
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Salesforce sharing set permissions SOQL

For one of my integrations project, I am trying to repurpose the Salesforce record sharing model outside Salesforce. I have been following this article which talks about identifying access for user ...
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Query Indirect GroupMember Records

Is there a way to query GroupMembers who have been granted access indirectly, i.e. via a UserRole? The GroupMember docs imply that no records are created but they are shown in the UI, so I am hoping ...
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I would like to just copy the data from formula field(related to user role) to a text field in opportunity so I could lock the opp when closed

I have formula filed Region which is calculated from user role. This field being formula field is dynamic and is changed every time owner of the Opportunity changes his role in a org. Since its a ...
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Difference between Marketing Cloud Administrator and Administrator roles

As mentioned in the title, what's the difference between the 2 roles? I am aware than the role without "Marketing Cloud prefix" are legacy roles. I remembered that I used the 2 combined for ...
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Which Experience/Community Licenses Allow Contact Creation for Accounts owned by users without a Role?

We discovered that when logged into our Experience Site as a user with the Customer Community Plus license, Contacts could not be created for an Account unless that Account's owner had no user Role. (...
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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?
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Create community/portal for existing Account record

Currently we are creating one community role for every new Account. Now we changed the setting and made it 2. FOr new Account it is creatin 2 Roles. how can I create 2 roles for existing portal ...
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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 ...
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Salesforce security issue - Account owner's role of community user is given access to accounts the community user is linked to via cases

We have a security requirement where certain accounts should only be visible to a certain public group. To enable this we have a checkbox on the account and set our OWD to private. Any account with ...
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Role based sharing - unique names per team needed?

An example such as this Trailhead one: has distinct role names everywhere and so it is easy to understand the statement: Users at any given role level can view, edit, and report on all data owned by ...
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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&...
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Querying for users in a a Role based on Role Id instead of RoleName or DeveloperName

List<User> usrlst = [SELECT Id FROM User WHERE UserRole.DeveloperName LIKE : '%Customer_Support_Representative%' and IsActive = True]; The problem with this is that we changed the name of the ...
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How to view someone elses data (owned by them) in my calendar

I can create a calendar my records I own but not my teams. How can I see my teams activities in my calendar.
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Need to give edit access for all custom object record to same profile but different role

I have one custom object with private OWD and CRUD/View All on profile. There are more than 10 different roles but not in same role hierarchy and I just need to provide edit to all the records for ...
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Sharing Cases owned by "High Volume Customer Portal User" with Account Owner?

I've have the following (simplified) scenario: Role Hierarchy: Company -> EMEA -> Account Manager (EMEA) -> US -> Account Manager (US) The "Account Manager" roles (both) ...
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Salesforce.com >> Role Hierarchy related areas to focus

There is a role hierarchy revision in the application. Users need to move from their existing role hierarchy to a new role hierarchy. This is going to impact Report and Dashboard folders. I want to ...
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Do we need to set up Roles if we don't care about record ownership?

We have set our org up with Org Wide Defaults set to Private on a few objects. We open them up via Profiles and criteria-based Sharing Rules to Public Groups made up of users. Record ownership means ...
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connecting roles to records

In this tutorial, the instructor configures roles hierarchies, but in don't have the same options of what to do with them: tutorial: Who Sees What: Record Access Via Roles (Lightning Experience) Her ...
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Validation Rule CONTAINS

Use Case: When a NEW Opportunity of a particular RecortType is created, AND the OpportunityOwner Country = 'United States' AND the OpportunityOwner Role has the word 'Sales Manager' THROW AN ERROR IF ...
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What is the maximum number of Roles for Community Plus and Partner users: 50k or 5k?

What is the maximum number of Roles for Community Plus and Partner users: 50 000 or 5 000? I have read two different salesforce documentation articles which provide different information about the ...
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Best way to limit visibility to Synchronized Data Extensions in Dev Org?

What is the best way to limit the visibility to Synchronized Data Extensions as well as their ability to view the Synchronized Data Sources & Objects in Marketing Cloud from other users? Do we use ...
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Marketing Cloud Roles & Visibility, if allow and deny are not checked this means that it is not visible?

When setting up users in their respective roles, if the allow and deny boxes are not checked this means that the feature/capability is not visible to them correct?
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How to give dynamic record access level using roles?

I have the a role hierarchy like this: manager suboridinate   profiles       profiles ----------- ChildRole1.1 | ...
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Is salesforce roles case sensitive?

I have to integrate Salesforce with an external system to import users into SF. In SF we have roles manually created. The users incoming from external system will have what is called unit which is ...
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Dynamic Lightning Page Visibility Rule $User.UserRole

I am attempting to show/hide a component on my Lightning Page using a visibilityFilter attribute based on $User.UserRole.DeveloperName I have carefully compared the running User's Role DeveloperName ...
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Sharing of standard object according to role

I have a scenario where i have 3 roles in org , owner ,supervisor and associates .Owner is like CEO, supervisor reports to owner and associate reports to supervisor. I need to make sure CEO of one ...
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Case Sharing Rules

I have a criteria based sharing rule on a Case -> createdbyid = specific userId, share with a specific role. The role just has one user assigned to it, and the user's profile has Read, Create, Edit,...
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Does adding all the roles in to a group and creating a sharing rule with read only with the same group make the owner permission read only?

I have around 20 roles in the same level, like this: (not showing the parents of a and b) | | a b (level x) | | ------ --------- | | | | | a1, a2 ...
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Work around for adding multiple roles to the same user

I have the following role hierarchy: A |_A1 |_A1.1 A2.11 |_A2 |_A2.1 A2.11 and A2.1 are the same roles but since salesforce doesn't allow 2 roles with same name I used 2.11 instead of ...
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A user at higher role should have access to his subordinates records only. Is the solution to create multiple roles for the same level?

I have the following situation for role hierarchy: World | ------------- | | Europe Asia | |...
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User role and permissions for sending emails only in Marketing Cloud

I have a task to create a user role in Marketing Cloud in which the user can create,read,edit and delete emails to already created audiences or data extensions .The user should only be able to select ...
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Get records as per role heirarchy

I have a requirement of getting accounts with respect to role heirarchy. For eg. Lets say there are 3 roles A,B,C. Now when A user logins i want to fetch all the records of A,B,C user, similarly if B ...
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How to retrieve Data Category Group Visibility on Profiles, Permission Sets and Roles?

Data category visibility can be set with roles, permission sets, or profiles. I'm not able to retrieve any of these settings. This is the Knowledge relevant part of my package.xml: <?xml version="...
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Can a role have access to records based on a field of the record itself?

Not sure if I made my point in the title, I'll try to explain it a little better. Let's say I have a role called Reseller. I have two resellers in my org: Reseller A and Reseller B. Now, I want ...
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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 ...
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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 ...
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2 votes
2 answers
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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 ...
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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 ...
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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 ...
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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 ...
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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'...
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3 votes
1 answer
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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 ...
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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 ...
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