Questions tagged [roles]

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

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14 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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9 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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16 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 ...
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22 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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24 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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30 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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20 views

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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47 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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How Customer Community Plus Login Licence User Can Delete Records of Other User Who have Same Profile and Licence

How Customer Community Plus Login Licence User Can Delete Records of Other user Who have Same Profile and Licence. Following are not Worked for me : On Profile Level their is No Option to Give ...
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1answer
168 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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42 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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28 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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71 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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27 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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75 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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28 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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28 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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21 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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45 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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35 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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119 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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2answers
25 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
361 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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How do you add permissions for creating a geofence message and new geofence points via Users -> Roles

I want to assign a role with permissions to send push messages and geofence entry and exit messages. Currently the role can set up and send messages but can't set new geofence points, I am have ...
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1answer
20 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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1answer
43 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
89 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
417 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
1k 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
50 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
402 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
337 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
309 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
30 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
312 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
27 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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1answer
166 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 ...
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71 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 ...
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1answer
3k 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 ...
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1answer
38 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? ...
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1answer
116 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,...
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1answer
149 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 ...
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2answers
2k 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 ...
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2answers
1k 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 ...
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3answers
129 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 ...
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66 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 ...
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45 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 ...
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106 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 ...
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1answer
956 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/...