Questions tagged [sharing]
Sharing enables record-level access control for all custom objects, as well as many standard objects.
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Manually sharing a record with a community user shares the record with all internal users
When sharing a record with a community user manually (thru apex) - the record becomes visible to AllInternalUsers.
Is this intended? How can I circumvent this issue?
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Restrict Account records to specific group of users
Looking for options to restrict a set of Account records(Based on Recordtype) to all users in the org and should be visible to specific set of users, with out impacting current functionalities.
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Facing issue to access salesforce files as community user customer
I am facing an issue with the community portal user to access salesforce files. I created a library and assigned it to a public group. But when I logged in as experience user, it is not showing that ...
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Possible reason to have extra access in record level?
As per my requirement record should visible private level but i am getting extra access checked in record level one extra access is there can any one help me possible scenarios from where these ...
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Experience Cloud external sharing model does not show Account's Contacts related list
I am working in an Experience Cloud site that was set up by another contractor. The site includes a tabbed Organizational Details page with related lists is separate tabs. The external sharing ...
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RowCause (Specified value is reserved and cannot be used): [RowCause]
My requirement is when user submit the log it should make the log record read only for the user who is submitting it and representative(another field on log which has lookup with user ).
I have kept ...
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A User has read access to an Opportunity but is not in the OpportunityShare table - how come?
My org does not have https://help.salesforce.com/s/articleView?id=release-notes.rn_sharing_update_opportunity.htm&release=246&type=5 enabled yet (at least not that I'm aware!).
A User has read ...
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Data Not Available You do not have Edit access to one of the two records you are trying to merge
I am getting following error while viewing record in salesforce. But same record is visible in related list of parent opportunity record and also I can even query this record with SOQL query using ...
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API call for OWD (Organization-Wide Defaults) Sharing Settings objects
How can I get only the objects with share permissions?
Only the objects I see in the table of Setup -> Security -> Sharing Settings.
Entity Definition gives all the objects with any filters.
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Why can't admins see data on HTML Email Status report?
Using the standard "Send List Email" option under Leads, users are sending emails to multiple leads at once. Management wants to see the emails, and whether or not the email(s) were opened. ...
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Is there a way to replicate the information return in the Sharing Hierarchy view using Apex?
I'm wondering if there is a reasonably simple way to using Apex to return the data shown for one particular user in the "Sharing Hierarchy" view?
Looking at individual users in the Sharing ...
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Whenever a record sale owner(custom field) is changed, how can we remove the sharing record of previous sale owner(custom field)?
I have a custom field on opportunity that is sale_owner__c. We can add sales user in that field. Whenever a record sale owner (custom field-sale_owner__c) is changed, we are also creating sharing ...
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What permission a user should have in order to change the territory in Opportunity manually?
I have a business user who is getting Read/Write access to opportunity via sharing rule, but he is not able to change the Territory value in Opportunity.
User is getting the error - "insufficient ...
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143
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OWD Sharing Settings and Account Sharing Rule
I'm unable to get this working in my companies Sandbox so I've spun up a brand new Developer Edition Org to see if I can replicate the issue. Being a brand new org there are no permission sets, ...
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Simple Visibility Scenario - For Integration User
I have a simple visibility question
There is an special user who should only have access to Account records marked with flag true.
Rest of the users should have complete read write access to account ...
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What are the correct security settings to use when performing a SOQL query on ContentDocumentLink or ContentVersion?
We are building a small LWC for browsing images that users have uploaded to our organization through the built-in Files support. Our users are able to properly see the Files when accessed through the ...
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Is there a way to do Case Manual Sharing but for specific field FLS access to specific user?
As we all should know, the OOTB Salesforce way of doing manual sharing is give a user (who is typically not belonging to the same recordType) access to VIEW the record. As in below screenshot :
...
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How to share objects with users in a many-to-many relationship - revisited 2023?
Is the answer to this 7 year old post How to share objects with users in a many-to-many relationship? still correct?
Do share any more recent links on this subject if you know of them.
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External user as record owner - implications?
I wanted to ask about something that is bothering me. I once came across a statement that an External User (for example, one with a Community Cloud license) should not be the owner of records because ...
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34
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Documents access to limited group of users (related to Account)
I have a requirement
There are a group of users who can upload documents on Account (possibly public group)
However, the documents uploaded should only be accessible to that group of users and not ...
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How To Share Files In Salesforce With More than 2000 Users
We have a Managed Package, where three documents are fetched from a third party via API and saved in Salesforce.
Once the users are provided with the access of this Managed Package, we need to share ...
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237
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Does access granted via Case Team Members roll up via the Role Hierarchy? If so, why?
I've done some testing on this and would like someone to confirm that it is expected behaviour that adding a User to a Case Team results in Users above them in the role hierarchy being able to gain ...
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151
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How to provide following access on object records NOT owned by the user (OWD is private): Edit access on some fields and read access on some fields
I have following scneario regarding an object
OWD is private
For record that are not owned by user, they should be able to have read access on some fields and write access on some fields.
I have ...
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Are Account Relationship Data Sharing rules suitable in an org where customer can have 10,000 orders?
I'm currently investigating the best record access strategy in an org that is experiencing some performance issues.
The current design uses sharing rules and account relationship data sharing rules.
I'...
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704
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Salesforce User not able to edit a Asset record that he created
I have a profile whose is having Create/read/edit permissions on object level and the OWD of the object is Private. I am able to create a new record but when I try to edit the same record that I just ...
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50
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Access to the Account record after the conversion process in Apex
we have the following setup:
Private sharing model on the Account object
Sharing rule to share Account records with role and subordinates based on the Account record type field
The task
Update ...
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100
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In Salesforce Customer Portal, I need two users (Customer Portal Users) from the same account to see the same records
We have enabled customer portal and the Portal users are able to see all the records which they are tagged as contact but the requirement is "I want two Customer Portal Users to see the same ...
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513
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How to manage sharing for Partner Users with an External Account Hierarchy if Sharing Sets don't work?
My organisation has an experience cloud site for partners. We used to only have 1 partner per country, so we managed sharing as 1 ctriteria-based sharing rule per country/partner. However, we now ...
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Account sharing with implicit portal rootcause
I have two customer accounts lets say A & B. The OWD is Private.
Now there are two managers (say xyz and jkl) with same role (say manager).
xyz is owner of acc A
jkl is owner of acc B.
We have a ...
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356
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Which field types are supported for salesforce sharing rule?
Which field types are supported for salesforce sharing rule?
Looks like certain field types are not supported in salesforce criteria-based sharing rule, like LongTextArea.
However, I cannot find in ...
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35
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Solutions to allow non record owners & non admins to share a private record, they can access
TLDR:
I'm trying to figure out how to let non-admins & non-record owners either share a private record they don't own, or what permission they need to see other users/profiles/roles.
The Problem:
...
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Permission set with 'edit' access on custom object used in a CongaGrid not granting assigned users 'edit' access... odd bug?
I have come across extremely odd behavior: if a user was assigned a permission set directly, then that user could read/edit fields of a custom object. However, if the user was assigned the permission ...
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Re-assigning approval with private sharing = problem. How to auto-share with new approver?
I have a basic approval process for several objects within Salesforce. These objects use the private sharing model so can only be accessed based on the role hierarchy (this is necessary).
However, I ...
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Custom profile User doesnt have access for Record sharing
I have a custom profile 'System Administrator1' and only one user under this profile
and that user is not able to share account records with the users who are below them in the role hierarchy
When ...
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348
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share folders using apex
Looking for a feature(apex) to share folders to users/groups etc using apex. We have REST based APIs to do. Just wondering if we have anything like that in Apex.
Following are working fine:
https://...
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Allow Profile the ability to edit any Task or Event on Account or Contact
I have a dilly of a pickle here.
We have users who have the profile: "US-Development".
Anyone with this profile should be able to edit any Task or Event on Account or Contact.
One of our ...
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539
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Flow Screen Input Lookup Component - Unexpected Error when retrieving "Case" layout information
I have a lookup component that is apart of a screen flow that allows users to search for existing account records. All users have access to read and edit access to this field via permission sets and ...
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212
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Why my Account Relationship Data Sharing does not work?
I'm struggling with setting up Account Relationship Data Sharing. Seems straight forward, but does not work for me.
I have two Accounts: WS TEST and WS TEST Child, each has a Contact with external ...
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User gets "Another user recalled or responded to this request" error when approving a record in Lightning
Our Approval process was working fine until yesterday, we started facing this error. Even though we have not made any changes in the setup. Even with admin profile we are facing same issue
"...
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Archival strategy : How to Fetch records and maintain data sharing, which was there earlier when the data was inside salesforce?
Salesforce recommends Heroku Connect + postgres for data archiving strategy.
And for fetching the data salesforce recommends Salesforce connect via Odata api.
But when retrieving records via Odata Api,...
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How to create a Sharing using parent field value?
Account OWD is Private
Objects in question OWD is Private
Objects in question has lookup relationships to Account
Account Criteria-based Sharing Rule allows public group A to access Accounts that has ...
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Previous owner can still see private records despite criteria based sharing rule
I have an issue where my criteria based sharing rule doesn't seem to be affecting record visibility. I've set OWD to the object as Private and users do not have View All permissions.
I then created a ...
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133
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Who all have read access to a given Record
I am trying to replicate salesforce ACL model for a record in an external system by querying Salesforce. What I mean by that is, given a record for an Object(for example: Case), I should be able to ...
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697
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Partner Users - Tasks assignment and visibility
As i have seen by default, when a partner user creates a Task and assigns it to a queue/group, this task is not visible to that user.
Requirements:
1st Requirement:
When a partner user assigns a task ...
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Can users without a financial services cloud license view/modify financial service cloud records in the same org?
I'm working with a org that wants to leverage FSC for a subset of users, but wants visibility of those records by non-FSC users.
I have reviewed the FAQ guide and the developer documentation, but ...
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How to find the parent object of an object(Standard and Custom Object) whose sharing settings are controlled by parent through SOQL/RestiAPi?
For Organization-Wide Defaults Internal Default Access there are objects set as Controlled by Parent.
Is there an approach which I can follow to find parent of those standard/custom objects either ...
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879
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What controls ContentVersion access in non-sharing apex class?
I recently wrote an apex class which queries the ContentVersion records for a lead and embeds them in a PDF page. The class is not running with Sharing, so system access, and everything is working in ...
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Can you block manual share for a specific user?
I've been doing some research and wanted to see if it's possible to block manual share on a specific object to a user. Any ideas?
I did some research, and you cannot put a trigger on a the ...
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321
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How to check in Apex if a user has sharings to a given record?
I have an ID of a user (let's say 'id_1111111111') and I have an ID ('id_2222222222') of a record of a custom object Job__c.
How can I check in Apex / SOQL if the user with id 'id_1111111111' has ...
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397
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Restrict access to record types based on lightning app
In an org I have 2 lightning app (app 1 and app2), all my users nedd access to both apps , the aim is that when I am in the app1 I can create only account with record type RT1 and when I'm in the app ...
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