Questions tagged [roles]

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

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34 views

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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1answer
41 views

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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28 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 ...
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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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29 views

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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28 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&...
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Is there any method in Salesforce (or 3rd party apps) to auto-check if User Roles are used in any automations or code?

Is there any method in Salesforce to check for automation or code dependencies on User Roles? Or perhaps there's a 3rd party app that can do this? I want to migrate updates to the role hierarchy ...
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Remove role from a user error

I'm trying to remove a role from a user but i'm getting the following error <StatusCode>Error</StatusCode> <StatusMessage>An error occured while attempting to save one of ...
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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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23 views

Can ListViews be shared to Roles and Assignees?

I have the following issue, I have an org with roles defined, and I need to create a ListView for Leads in which a Supervisor can see all his team and own leads. Here is an Example of the role: And ...
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21 views

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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70 views

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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28 views

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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2answers
34 views

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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1answer
202 views

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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1answer
866 views

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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145 views

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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56 views

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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205 views

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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28 views

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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325 views

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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2answers
32 views

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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131 views

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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36 views

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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1answer
449 views

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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1answer
47 views

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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344 views

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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64 views

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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1answer
1k views

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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27 views

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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52 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 ...
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1answer
253 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 ...
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2answers
729 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 ...
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2answers
3k 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 ...
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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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1answer
119 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 ...
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1answer
697 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'...
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1answer
788 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 ...
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1answer
444 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 ...
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1answer
36 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 ...
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1answer
477 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 ...
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1answer
32 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 ...
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355 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 ...