Questions tagged [sharing]

Sharing enables record-level access control for all custom objects, as well as many standard objects.

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29 views

Error on standard record page after transferring Case

We have 'Customer Support' users and for them, we have created a checkbox field called (Forward to Sales Team). Once they make this checkbox field true, we are changing the case owner to the 'Sales ...
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1answer
30 views

Can a Group Own a Record?

Experience with the platform tells me the answer is "no". But I notice that Documentation says that a "group" can "own" a record. Salesforce stores access grants in ...
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29 views

Allow search on Account without Read access (Private OWD)

So I've come across a requirement which require us to set the Account OWD to private, but users still need to be able to search for an account so that they know if it exists in the org or not. Kind of ...
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18 views

How to give all Sales Reps read-only on all New Opportunities, but restrict them from changing Opp Owner

Sales Rep Users need the ability to see (Read only) all New Opportunities no matter what territory they are in, no matter who is the Owner. We set this up successfully by creating a Sharing rule where ...
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19 views

Allow community-users to create employees for multiple accounts

In our community we would like for one contact (community user) to be able to view and create employees for multiple related accounts accounts. I have already figured out how to make all related ...
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1answer
39 views

How to Deploy Org Wide Sharing with DX

I'm trying to change Lead sharing from Public Read/Write/Transfer to Public Read. However when I add the code below to the definition json file and deploy, nothing changes. Can anyone help? "...
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22 views

Unable to upload new attachments or view already uploaded attachment related to a record once the Owner is changed

Issue: I have a Custom Object Application__c and to the records of this object I am uploading attachments after logging in to our application. In this scenario it works fine. I am able to upload ...
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44 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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15 views

What is the best sharing model for Category sharing of data

For My Application, I have to build a Category wise sharing, which means all data, objects related to Category A should be shared to a group of users and Category B should be not. So i have different ...
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Field Service Lightning - Users with User territory records cannot view parent records if the parent records are owner by manager role

I have an issue where I've created user territory records for the users to view any records which are created in the territory however the users cannot see records when owner by user in higher role . ...
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1answer
49 views

URGENT - Related list should not display non accessible records

I have created a junction object[XYZ] with object ABC and Contact as masters. OWD for ABC and Contact is PRIVATE, no sharing rule for both objects. Profile level access does not have View All / Modify ...
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34 views

Best practice question: Case Share vs Case Team for Case visibility to related user

(NOT AN OPINION QUESTION, SO PLEASE DON'T CLOSE THIS) With our security model, Product2 owners can't see Cases related through the Asset lookup. We want to let them see those Cases read-only. I can ...
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203 views

SOQL returns records in test but not in Apex class

I have a class that finds the Contact record associated with the logged-in user, then pulls a list of related records (Contact => Account => Sublocal => SublocalStewards). The code I have ...
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17 views

How to view event details from another user's calendar on your calendar?

I have two Users : Bob and Community User Calendar I have one public calendar that is shared with Bob : Calendar One I have a community user : John Bob assigns an event HR BENEFITS to Calendar One and ...
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27 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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1answer
36 views

System Admin with View All permissions can not see records -Sandbox

We have a new sandbox and are logging in as a System Admin user. The Org Wide Default sharing settings on Accounts (and most objects) is Public Read Write. System Admin permissions on Account are View ...
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1answer
15 views

Is “Transfer Record” necessary to update OwnerId?

Under the hood, transferring a record is just updating the value of OwnerId. Transfer Record is necessary to do this through the layout. But is it necessary for DML? That is, if we run the following ...
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16 views

Apex “Manual” Sharing on Standard Object (Account): Sharing Gets Deleted

We use a Customer Community to dispatch Work Orders to partners. The partners use Customer Community Plus licenses. We share the Work Order using a community sharing set, but we cannot share the ...
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29 views

Soft-Delete in Salesforce for All data[For Auditing]

We have a requirement to maintain every data(even deleted also) for approx 10-15 yrs with its Audit history. We have Salesforce-shield is enabled so maintaining Audit data is taken care of by it. ...
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19 views

Field Updateable on Create but Read Only on edit

I have a custom field on account object (Id number). I want a custom profile's users to be able to: On new account insert id number On edit i want this field to be read only, so as users of these ...
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1answer
37 views

Does sharing affect query selectivity?

I don't currently have an org with sufficient data to test this, and I've not been able to find a definitive answer so far. Would a with sharing declaration on an Apex class affect the selectivity of ...
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29 views

Case Owner should display the queue but instead it's '-' and gives insufficient privileges error

Case owner not displaying in case view but Owner Name is fine in List View. Customer Service user is able to create the case for Street Scene successfully and view it once complete but not the Case ...
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49 views

When object's default Sharing Setting is “Controlled by Parent”, how can we identify the parent(s)?

How can we identify an SObject's parent(s) when the Sharing Setting is "Controlled by Parent"? Currently, in a new Developer Edition instance, there are six SObjects where the Organization-...
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2answers
140 views

Inherited Sharing not respected in trigger context

I know the differences between declaring a class inherited sharing, or leave it omitted, and between it and with sharing or without sharing, however I decided to test all the theory in the ...
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1answer
15 views

Securely Share Partner Dashboards

My goal is to share dashboards on partner community. I created opportunities report and dashboard for partners. when i logged in as partner 1 i can see partner 2 related record on dashboard. Of course ...
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12 views

Object Permissions on EmailMessage Object

No object level permissions appear to exist for the EmailMessage object is this true?
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22 views

Access to Contacts via Related Accounts in Communities

Consider the following scenario: Salesforce has multiple accounts for Contacts set up Contact A has access to Account 1 and 2 (1 is the primary account) Contact B has access to Account 2 and 1 (2 is ...
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8 views

How to manually share an in-progress flow interview, so other user can finish it?

I have a particular use case that involves flows and community users. We want to expose a flow to  external users using a community, so users can login and trhought the flow create a record that, by ...
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47 views

Apex records sharing vs standard record sharing

I need to know what are the advantages of the Apex records sharing compared to the standard record sharing with sharing rules? When to use Apex records sharing over the standard record sharing?
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1answer
43 views

How to allow Customer Community Login users see internal users?

Organization-Wide Defaults settings for the User object I tried using Sharing Rules, but it didn't work since Customer Community Login license doesn't support sharing rules. What I need is to ...
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33 views

Check if Calendar is shared in Apex (can create events for other user as owner)

I have a custom LWC and Apex code that work together to allow users to create Event objects. The user can select the OwnerId for the newly created events. Due to the unrelated business rules it so ...
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1answer
90 views

Queueable apex invoked from triggers doesn't inherit sharing correctly

Consider the following class: public inherited sharing class testQueueableSharing implements Queueable { public void execute(QueueableContext context) { update [SELECT Id FROM User WHERE ...
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8 views

Hide Activities from other users

Is there a way to hide activities from some users if they have access to the respective account record. e.g : let say there are A1, A2, A3, A4, A5 activities on Account and there are two users U1 and ...
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1answer
20 views

Is there a way to grant access to a contact without giving access to the parent account?

We have a request to be able to toggle the visibility of both accounts and contacts on and off based on an active checkbox. To accomplish this I have set OWDs to private, and then created a sharing ...
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16 views

How can i share quote records to opportunity team members and give them 'read' access?

i created a quote in an opportunity. Now i want to share the quotes related to that opportunity with the related opportunity team members and i want to give them only read access.
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1answer
31 views

Grant access using hierarchies not working

Facing an absurd issue. USER A is aligned with role A. USER B is aligned with role B. Role A is at higher level than Role B. OWD settings for a custom object Test_c is Private. Through manual ...
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1answer
49 views

How to grant delete permissions to Public Read/Write object in Salesforce

We have a custom object set as Public Read/Write, Grant access using hierarchies checked. I have a user outside of the Role Hierarchy and who does not have Modify All Data on this object. How can i ...
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74 views

Apex Row-Level Security is not applied to OwnerId field

It seems that the Apex row-level security enforcement by with sharing keyword is not applied to the field OwnerId, when it is directly passed to update statement. public with sharing class ...
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1answer
35 views

AccountShare UserOrGroup.Type returning weird results

I was wondering if someone could explain this to me. I am currently working in an org with Territory Management (1.0) enabled and I am trying running queries but getting weird results. When I run a ...
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1answer
19 views

Can a user get forecast access to the role above in the role hierarchy

Role A Role A1 Role A2 Role A3 Role B Role B1 Role B2 Role C Role C1 Can a user in Role C1 get forecast access to the role A1?
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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
17 views

Overcoming sharing settings

I have a Owd for account object is Public read only.I want to give Public read/write access for particular profile using Apex code.Is it possible withsharing Keyword?If it possible please give some ...
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2answers
58 views

Can Contacts see others Contacts that belong to a different Account?

As a Customer Community User from account A, I want to see contacts that belong to account B Is the above possible? I tried a Contact Sharing Rule without success and even a Manual Sharing (image ...
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1answer
32 views

Sharing rules not respected for related queries

I have set my Account to Private. I have Activity (Task) set to Private I have two users - Joe Schmoe and Karen Hoyts. I have created an account Joe's Account. Under that account, i create a task ...
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37 views

Automatic sharing rules for related objects

I have a custom object My_Object__c. This object has a lookup to Account and it's OWD is Private. I want to make it so whenever an Account Owner changes, they can get Read/Write access to ...
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1answer
170 views

Will an app where all the Apex is “without sharing” pass a Salesforce Security Review?

We are working on a portal app that will run inside a Community and the limited sharing rule capabilities of the lowest priced Communities licenses is making life difficult, particularly as this app ...
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12 views

Is there a way to give Modify All access to Asset without giving Modify All Account access?

This is the scenario. Assets are being entered by a different profile (Profile A). But accounts are created by a separate profile (Profile B). Currently, the setup is that the Account, Contract and ...
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1answer
25 views

Implicit Sharing issue

Portal users can view the case's account because of implicit sharing which happens because we create case apex sharing records for these users. When we remove case apex sharing the users should stop ...
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12 views

MyTeamTerritory ListView FilterScope

I am looking for some clarification on what the MyTeamTerritory filterscope defines as a "team". The documentation is light in the Metadata API and the results I am seeing are not as I would expect. ...
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99 views

Apex without sharing not working in Public Visualforce page

I have a unauthenticated website which I'm trying to expose data on, however I am having issues getting the data displayed. I suspect this is because of the changes Winter 2020 release, but assumed we ...

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