Questions tagged [roles]

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

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4
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2answers
2k views

how to analyze salesforce profiles, roles and permission set?

An org with 600+ users, 500+ roles and 70 profiles. my job is clean up the role and profile in system manner. to be specific, I need to analyze each profile and role to understand and compare similar ...
3
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1answer
3k views

How many roles and profile can be assigned to a user in salesforce

what is the limitation for number of roles and profile that can be assigned to a user in salesforce?
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0answers
187 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. ...
0
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1answer
23 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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0answers
11 views

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 ...
0
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1answer
16 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
611 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
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0answers
9 views

Group Customer Community Plus User based on role

All my community users have Customer Community Plus License. We are planning to use 2 roles- User and Manager. Every account will have 1/ 2 users with Manager roles. They should be able to see and ...
1
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1answer
203 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 ...
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0answers
10 views

Account roles view as a tree

Let's say I've enabled Parnter Account for some particular account in my org. Then I 've added some Contatcs and assingned them e.g. User and Manger Roles. But unfortunately I can see this roles in a ...
1
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1answer
35 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 ...
1
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3answers
678 views

Updating Record access Level

On Account object - OWD as Private I have a requirement consist of Two roles as 1. Process Owner - Creator of accounts 2. Manager Team - Verification team having access to those accounts We have ...
1
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1answer
415 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
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1answer
61 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 ...
0
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1answer
18 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 ...
0
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2answers
164 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 ...
3
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0answers
30 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 ...
1
vote
1answer
5k views

Assign role to user in Apex

I'm trying to assign a role to a user using Apex. Here my code: user.UserRole=[select UserRoleId from UserRole where Name='CEO'].UserRoleId; But the debugger give the error: illegal assignment ...
0
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1answer
911 views

For a specific Role (or Profile or User) restrict access to certain Leads & Contacts based on field value

I am working on a Marketo-Salesforce sync. Marketo accesses Salesforce via a Salesforce User named 'Marketo User'. This User can have it's own Role, Profile, Permissions, etc. - it's sole purpose is ...
0
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1answer
25 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 ...
0
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1answer
117 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
73 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
144 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
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1answer
28 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
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0answers
19 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
162 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
68 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
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0answers
47 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
1k 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
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2answers
1k views

Cannot create new Roles from the Roles Workspace

i m trying to create a new role in our Marketing Cloud but when i go to Email-->Admin-->Roles I have Administrator rights and MC Admin rights. But cant see the button to create a new role. I never had ...
0
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1answer
34 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? ...
5
votes
2answers
745 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 ...
1
vote
1answer
39 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
48 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 ...
0
votes
2answers
560 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 ...
7
votes
1answer
4k 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 ...
0
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3answers
40 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
21 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 ...
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 ...
5
votes
0answers
35 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
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0answers
77 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
334 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/...
2
votes
2answers
1k views

Is ListView visibility for Roles shared accordingly to Hierarchy?

I've made a custom list view and restricted its visibility by role, what happen is that the list view is visible for the specified role and all its upper parents in the roles' tree . Is it a standard ...
0
votes
2answers
211 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
242 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
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2answers
183 views
1
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1answer
519 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 ...
0
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1answer
37 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 ...
3
votes
1answer
102 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, ...