Questions tagged [roles]
Roles determine user access to cases, contacts, and opportunities, regardless of who owns those records.
116
questions
0
votes
1answer
47 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
35 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
74 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
25 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
15 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
72 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
47 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
41 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
279 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
29 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
28 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
33 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
403 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
334 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
33 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
17 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
62 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
180 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
136 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
339 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
128 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
65 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
34 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
204 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
240 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
177 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
59 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
43 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
238 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
99 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 ...
12
votes
0answers
144 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
135 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
460 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
327 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
62 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
312 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
1k 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
342 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 ...
1
vote
1answer
4k 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
628 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
222 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...
...
