Questions tagged [roles]

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

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13
votes
2answers
7k views

Communities Sharing Rules with Partner level access

So Im a little confused about the best way to share content within a salesforce community. We have a number of custom objects with content owned by community members, and our hope is to create "...
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. ...
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 ...
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/...
5
votes
1answer
212 views

Process Builder issue

I have created one process builder to check the criteria for Opportunity creation if Owner.UserRole.DeveloperName is something then PricebookID need to be updated. Hence it is working fine when ...
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 ...
4
votes
2answers
10k views

Difference between Role Hierarchy and Territory Management?

I have territory already setup with more than 1000 territories. I have seen that roles are not assigned in the org. In roles introduction page, I can see "Territory based Heirarchy" as 1 of the option....
4
votes
2answers
398 views

Mixed DML operation error [duplicate]

I am facing Mixed DML error in the following case: static testmethod void method1() { User u1 = DataFactory.createUser('testUser','test@user.com','permissionSetAPIname'); Obj1 rec1 = ...
4
votes
1answer
811 views

Is it possible to add a Group to another Group (as Sub/Nested Group) through Apex - Trigger/Batch?

Is it possible to add a Group to another Group (as Sub/Nested Group) through Apex - Trigger/Batch?. Also want to know the possibility to add a Role into a Group. Any thoughts ??
4
votes
1answer
615 views

Export The Roles

I want to export the roles in salesforce to excel file or csv , is there anyway to do so, Any external tool is available for this exporting, could anyone fed some light on this.
4
votes
1answer
2k views

Use runAs to unit test class without 'with sharing' keyword

There is class without 'with sharing' to ignore sharing and delete sobject in system context. I am writing unit test to verify the behavior that execution of this code will definitely delete this ...
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
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 ...
3
votes
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?
3
votes
1answer
275 views

Contact last-modified date changed by read-only user

Have a number of read only users, that appear to all be setup the same way, though one of the users is somehow being logged as the user for the last-modified date on the contact. Again, checked the ...
3
votes
1answer
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
votes
2answers
4k views

Is it possible to create a read-only System Administrator profile?

I'm in a need to provide create a profile that has full system administrator privileges, but in read-only mode. Is it possible? Use case being, the user will have access to everything such as objects, ...
3
votes
1answer
216 views

Stopping scheduled reports by freezing user account

When a user account in Salesforce is frozen (using the freeze feature) does this prevent them getting scheduled reports that they would normally have received? For example, UserA has a role ...
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 ...
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, ...
3
votes
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
votes
3answers
2k views

What should we create first Role or Profile ? Why?

Can anybody please provide me answer to the question that in reference to Roles, Profiles, User what should we should be created first? Should I create a Profile or Role? Does it really matter the ...
2
votes
2answers
244 views

How to grant limited access to accounts?

I have a support rep that his role has access to ALL accounts. Support role does NOT have access to opptys. There is a request now to give a specific support rep, access to a specific account opptys ...
2
votes
2answers
2k views

Making custom Field Visible only to certain Role

I need some advice - Aim – to make a custom field visible on the activity but it should only be visble to someone’s Profile Can this be done ?
2
votes
1answer
674 views

Access / identify Role GroupMembers in Apex

If I know the Role Id of the logged in the User. Can I determine which Groups the Role Id is associated with? When I query the GroupMember object - using something like this SELECT Id, Group.Type, ...
2
votes
1answer
87 views

I created a custom object, and fellow admins cannot see my data

I'm part of the System Administrator role/profile. I created a custom object and added some data to it. Other system admins created data as well. When creating the object, we assign ourselves as the ...
2
votes
2answers
395 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 ...
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 ...
2
votes
1answer
715 views

Is there a way to export roles and permissions from marketing cloud?

I am new to marketing cloud. I am trying to analyse our users' role and permission settings and it is troublesome to capture all settings from all roles pages. Is there a way to export all roles and ...
2
votes
2answers
1k views

Insufficient Privileges error on record detail in Partner Community

I've got Partner Community Users (not High Volume) and I want them to see a Contract record. I recognize there is no ContractShare and his visibility must be absorbed from the Account The Sharing ...
2
votes
2answers
959 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 ...
2
votes
1answer
169 views

Query for determining what UserRoles are available under a given UserLicense

I am using Salesforce API to create new SF user accounts with a particular Profile and User role. SF API provides a straight forward way of using the UserLicense to determine what Profiles apply ...
2
votes
1answer
818 views

Partner Community Roles

I have a partner community where I set my default # of Partner Roles to 1. I do have super user access granted. However for some of the Parter User I create I only see one role option on their user ...
2
votes
1answer
572 views

Test-failure: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY

I have a APEX Test Method that has started to throw exceptions (don't know if this is related to a new release) but I'm not sure what to do to avoid these exceptions // Using this 'user' to avoid ...
2
votes
2answers
458 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 ...
2
votes
0answers
98 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
1answer
71 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 ...
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 ...
1
vote
1answer
4k 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 ...
1
vote
1answer
59 views

User access level

I want to create 2 users in SF who should not be able to see each other's records. These 2 users should be of same role. How can this be achieved?
1
vote
1answer
627 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 ?
1
vote
2answers
592 views

Is it possible to change Field Level Security with Workflows

How can I show a hidden field to a user after triggering a workflow which will evaluate on certain condition and will decide either this field need to be visible or not?
1
vote
1answer
98 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 ...
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 ...
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 ...
1
vote
1answer
109 views

Use Case: Sharing For Record Visibility (no Roles)

Does anyone have any advice on my thoughts that we not use (barely) any Roles, and share records solely using Sharing Rules? Originally we looked at having each Division of the company in a Role, ...
1
vote
1answer
21 views

What's the right way to implement rights for a team?

What is the best way to implement teams in Salesforce? Let's say we have a Team of three members, and each member should be able to edit and maintain records of the other member. How would you do that?...
1
vote
1answer
695 views

Sharing records using criteria based sharing rules

Made OWD for Contact as Private and defined 2 criteria based sharing rules If brand = abc.. share this contact with Role A and its subordinates If brand = def.. share this contact with Role B and ...
1
vote
1answer
521 views

Getting an error after setting up profile : Data Not Available

I have set up a profile where I am giving the user access to only one app. And have added all the VF and apex related to this app to the profile. Have not set any role for the user assigned to this ...