Questions tagged [roles]

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

Filter by
Sorted by
Tagged with
0
votes
1answer
23 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
12 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
47 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
44 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
39 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
110 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
28 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
26 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
29 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 ...
2
votes
2answers
240 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
272 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
6 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
32 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
16 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
33 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
58 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
139 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
106 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
250 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
105 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
38 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
33 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
152 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
151 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
151 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
54 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
42 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
203 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
75 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 ...
11
votes
0answers
131 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
126 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
433 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
0answers
286 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
58 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
3k 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 ...
0
votes
1answer
288 views

Access to Notes & Attachments for users on a different account

I would like to give access to attachments on one account to users on a different account. The users have Customer Community User profile, as far as I have tried manual sharing isn't possible. Is ...
2
votes
2answers
992 views

Need a Help on Role Hierarchy.Restricts Records based on User's Manager

Role Hierarchy: User A is the Manager of User C and User B is the manager of User D. Now as per role hierarchy,Records created by User C & User D can be accessible to User A & User B.Although ...
0
votes
0answers
315 views

Roles/Permission for user to Create Email and Send

Are there out of the box Roles to allow a user to Create an Email. Then select a Data Extension and finally Send. We had Content Creator and Marketing Cloud Content Editor/Publisher. But the user ...
0
votes
1answer
3k views

Cannot assign a role for a Customer Community User

I understand that Community Roles are being created once you create the first user for that specific account. However, when trying to assign the Role, the dropdown is empty. So, what I already ...
3
votes
2answers
6k views

A good explanation for roles/profiles/permission sets and sharing

I know what each of these things are, but I have a hard time articulating it to non salesforce people. I suspect there is a tool out there that unpacks it in a visual way and makes it all more ...
1
vote
1answer
604 views

how to query portal roles added to the public group in SOQL

I have a public group and many Portal Roles added to that along with other users. How do I query all the portal roles added to this public group in SOQL ?
0
votes
1answer
29 views

Design: App or View for different Business Roles?

I am new to Salesforce and have a design question. I have very different types of users that will be interacting with Salesforce - some will want to see very different types of information than ...
0
votes
1answer
202 views

Add Role to Permission Set for User to see Report

I have a user in my org that needs to view a report. The user used to see the report before he changed role - he is still allowed to see the report but can't as the report is 'role hierarchy' based... ...
1
vote
1answer
96 views

Use Case: Sharing For Record Visibility (no Roles)

Does anyone have any advice on my thoughts that we not use (barely) any Roles, and share records solely using Sharing Rules? Originally we looked at having each Division of the company in a Role, ...
0
votes
1answer
1k views

Logs of other users

How can I see the logs of other users? I am developing components, some users have problems while accessing them, it depends on their roles. I can reproduce the issues when I log as a one of thosed ...
2
votes
1answer
667 views

Is there a way to export roles and permissions from marketing cloud?

I am new to marketing cloud. I am trying to analyse our users' role and permission settings and it is troublesome to capture all settings from all roles pages. Is there a way to export all roles and ...