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Questions tagged [roles]

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

25 questions with no upvoted or accepted answers
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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. ...
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 ...
3
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0answers
57 views

What's the best policy for managing Knowledge Article Data Categories?

We need to begin controlling Knowledge Articles by Data Category. Anyone have experience on using Roles vs. Profiles? Our idea is to strip access from Roles and provide access via the Profile ...
2
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0answers
99 views

Role for Inactive users

In our salesforce instance the roles were cleaned up and as a result some of the inactive user's role were deleted, now those inactive users owned records are not pulled in reports as the owner of ...
2
votes
0answers
313 views

Role based sharing: All Components in Salesforce and what is the best way to make existing changes

Not sure what is the best way to ask this question I am listing down all the places (configuration only) components where force.com platform provides option to share/assign based on Role, Role and ...
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 ...
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
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 ...
1
vote
1answer
60 views

Weird Field Permissions

I have a field (checkbox) that is inexplicably inaccessible by most users even if they're in the profile that allows them access to it. I've checked the field level security and it says it's editable ...
1
vote
3answers
665 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
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 ...
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
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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 ...
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 ...
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
203 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. ...
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 ...
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 ...
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 ...
0
votes
3answers
290 views

Share records with a particular user only.

I may case their are 2 CEO (A, B) and 2 COO (C, D). I want to share record of A only to C and B only to D. I have set the object to private and create 2 group. 1st group with (A and C), 2nd group with ...
0
votes
1answer
64 views

How to solve a mixed Hierarchy issue & data view-ability?

We have a unique issue, where a user whom is in a Salesforce Admin role, is also one of the individuals whom enters Opportunities (Donations to our NPO). Our issue is, that we have users with Manager ...