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Questions tagged [roles]

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

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Account report filtered by role hierarchy

My main goal is to create an account report that shows accounts owned by anyone in one team (Business Development). I need to include the manager and reps in the report. The reps themselves are always ...
denvergreene's user avatar
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Recommended method to assign permission sets in reg handler

we are making the switch to using permission sets instead of roles, and we keep getting an error when trying to assign a permission set during user creation in our reg handler. We have had to create a ...
Marcus's user avatar
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Failed to query Roles in Public Groups

I have created a public group and added some roles to it. However, when I try to query the roles in that group using the following SOQL query, I am unable to do so: SELECT Id, Name, DeveloperName, ...
Vivek Tendulkar's user avatar
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Update Portal Contact Account Id

In a experience site by self registration a user and a contact is created, an account (B) is also created but the contact is initally linked to a default Account (A) for new Users. After that I need ...
Juan Ge's user avatar
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Account sharing with implicit portal rootcause

I have two customer accounts lets say A & B. The OWD is Private. Now there are two managers (say xyz and jkl) with same role (say manager). xyz is owner of acc A jkl is owner of acc B. We have a ...
ABC's user avatar
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The data you were trying to access could not be found. It may be due to another user deleting the data or a system error

I'm creating a user on a scratch org. When I try to add a role I get the following error.
jojo's user avatar
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Partner licenses and Roles

description When I change the License by change Profiled on query, I find this User Role disappear, and I can't select a role in picklist. Then I want use query to change the user Role, Salesforce ...
xuzhiyuan's user avatar
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2k views

Salesforce not enforcing "Users in this role cannot access opportunities that they do not own that are associated with accounts that they do own"

I have a requirement that certain Opportunities (a very limited subset) have access limited to just the Opportunity Owner and the Opportunity Team - there should be no access granted by hierarchy. The ...
RD3's user avatar
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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 ...
compski's user avatar
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385 views

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?
Paul Fan's user avatar
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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 ...
McD's user avatar
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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 ...
compski's user avatar
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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 ...
Manpreet Singh's user avatar
2 votes
1 answer
821 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 ...
Girbot's user avatar
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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 ...
tough's user avatar
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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 ...
eeadev's user avatar
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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?
Elina's user avatar
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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 ...
Arun's user avatar
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1 answer
960 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
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2 votes
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125 views

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 ...
Ryan Werner's user avatar
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2 answers
167 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 ...
Keith C's user avatar
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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&...
Parikhit Sarkar's user avatar
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2 answers
1k views

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 ...
GroundToCloud's user avatar
1 vote
1 answer
274 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.
TheArchitecta's user avatar
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1 answer
451 views

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 ...
SaurabhRathour's user avatar
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1 answer
292 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) ...
Christoph's user avatar
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1 vote
1 answer
286 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 ...
Neha's user avatar
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1 vote
2 answers
133 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 ...
sna's user avatar
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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 ...
Luis Aguiar's user avatar
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1 answer
2k 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 ...
GroundToCloud's user avatar
2 votes
1 answer
3k 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 ...
p-p's user avatar
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1 answer
515 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 ...
4kAudio's user avatar
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1 answer
267 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?
4kAudio's user avatar
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1 answer
660 views

How to give dynamic record access level using roles?

I have the a role hierarchy like this: manager suboridinate   profiles       profiles ----------- ChildRole1.1 | ...
nSv23's user avatar
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1 answer
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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 ...
nSv23's user avatar
  • 554
1 vote
1 answer
2k 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 ...
jordan.baucke's user avatar
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2 answers
42 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 ...
Suggs's user avatar
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0 answers
782 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,...
hgolov's user avatar
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2 answers
221 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 ...
nSv23's user avatar
  • 554
0 votes
1 answer
2k 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 ...
nSv23's user avatar
  • 554
2 votes
1 answer
338 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 | |...
nSv23's user avatar
  • 554
0 votes
0 answers
855 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 ...
Sandeep Thapa's user avatar
1 vote
2 answers
861 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 ...
Umesh Rathi's user avatar
1 vote
1 answer
4k 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="...
gvgramazio's user avatar
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1 answer
200 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 ...
robruf's user avatar
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1 vote
1 answer
86 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 ...
Rob's user avatar
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1 vote
1 answer
1k 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 ...
Glen De Marcos's user avatar
2 votes
2 answers
2k 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 ...
AnonWonderer's user avatar
  • 2,133
0 votes
2 answers
7k 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 ...
Libby's user avatar
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3 votes
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52 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 ...
Cara Cini's user avatar
  • 109