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Questions tagged [sharing]

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

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With Sharing and Without Sharing scenario

I have recently started learning about apex security. I have one scenario where I'm not able to tell the exact outcome even after going through a lot of articles and youtube videos. Scenario: When '...
coder123's user avatar
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Knowledge base sharing library file error

I have a problem when sharing a file from the library via knowledge base. I will explain the whole process and what the problem is. When sharing an article, Autolaunched flow is launched, which checks ...
Kacper Walat's user avatar
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How Deep is Implicit Sharing?

When raising a Case and: Case.Account = Account Coke Case.Contact = Related to/Member of Account Pepsi Then, Case.Contact will have read access to Account Coke, right? I will now introduce a custom ...
Arvin's user avatar
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Customer Community Plus Portal User can't edit own contact record

As the title suggests, our Customer Community Plus Users can't edit their own Contact record on Experience Cloud. As an example, one of the fields we have visible on the Contact page in Experience ...
Niharika Ray's user avatar
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ContentVersion is not visible but CDL is

The SharingPrivacy (File Privacy) is set as "Visible to Anyone With Record Access". I've a screen flow (running in system mode). This flow is on the Account record. It is supposed to get all ...
flowgician's user avatar
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SOSL query on ContentVersion not returning consistent results for all users

I need to search for keywords in some files in Salesforce. I am using the following SOSL query for the same: FIND {search_term} IN ALL FIELDS RETURNING ContentVersion(ContentDocumentId, FileExtension, ...
it-nish's user avatar
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How does Sharing Set for Customer Community Login Users Work

Hi Im trying open access to some specific custom community login users on knowledge articles. And as that license does not support roles or sharing settings. I think that the way to go is through ...
RProgrammer's user avatar
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How to hide EmailMessage from shared users?

Say I have an Account that I share with user A and B. If user A sends email message, I don't want user B to see it. So far I found Email Messages appear as Task object. TaskShare object doesn't seem ...
dzh's user avatar
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Knowledge Articles Not Showing for Customer Community Login User

Hi Im trying to do this in experience cloud: Share knowledge articles by criteria with customer community login users and guest user. but I've been stucked here for about 8.5 hours already, since I ...
RProgrammer's user avatar
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DeferSharingCalc in scratch-org-def not working

I have an issue. I enabled DeferSharingCalc in scratch org def Then I performed: assigned proper PS to the user, and then ran Deploy permission set Assign permission set Push source to scratch org ...
pawelw's user avatar
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Account's owner can edit unowned Contact even though Contact's OWD is private

I have a doubt regarding Salesforce Sharing mechanism. First Let's understand the configuration for my org OWD for Account and Contact is private. No Custom object in the org. Two users (User A and ...
Nitish Yadav's user avatar
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Allow Customer Community Plus user to see other contacts where they are all Related Contacts to the same account

Background: Contacts to Multiple Accounts is enabled Contact External OWD is set to Private Community users are using the Customer Community Plus license Scenario: There is Account A Contact A has ...
Ben's user avatar
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How partner users with same account are getting access to each other's records

I want to check how two partner users with the same account are getting access to each other's partner record. Owd of user object - private No sharing rules on user object. Also, when i query ...
Anonymous 's user avatar
1 vote
1 answer
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"Contacts Missing Organization Feature: Contact.Sharing" error on managed package install

The code in the managed package does reference ContactShare.SObjectType but changing the Account sharing to private (that in turn affects Contact) did not fix this managed package installation error: ...
Keith C's user avatar
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Not able to see Public Groups when sharing files

I'm trying to share files with my users. I can see individual users, but can't access the groups. My Public Groups don't populate in the Groups dropdown list, and if I just type in the group name, no ...
Ajinkyasd's user avatar
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Cannot change Sharing on Account for Customer Portal Users

Using the 'Share' button on an Account I have provided Account Access to particular users. When I want to edit the access to Partner or Customer Portal Users this option is grayed out. I tried all ...
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I want control the visiblity of record by Apex Manage sharing

I am trying to implement a solution of Account and contact, I have custom field Account status (Picklist field) values - Open, Close My condition is when the Account status is moved to "Open&...
Puja's user avatar
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Permset Modify all for an object or OWD of Public Read Write

I and my colleague having difficulty in deciding which option of below is better. Please help. Requirement is, for an object all internal users should have read access to all records and users with ...
metasync's user avatar
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Manually sharing a record with a community user shares the record with all internal users [closed]

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?
Jurgen Palsma's user avatar
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1 answer
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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. ...
GCK SFDC's user avatar
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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 ...
Hritik Thakur's user avatar
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1 answer
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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 ...
Scott Williams's user avatar
1 vote
1 answer
254 views

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 ...
Prajkta's user avatar
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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 ...
Andy Hitchings's user avatar
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157 views

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 ...
Satishakumar Awati's user avatar
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115 views

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.
Yuavl_Dayan's user avatar
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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. ...
Swisher Sweet's user avatar
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53 views

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 ...
lemming's user avatar
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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 ...
AASHNA ANAND's user avatar
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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 ...
Ashik Shetty's user avatar
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481 views

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, ...
Matthew Harris's user avatar
1 vote
0 answers
123 views

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 ...
kennyc's user avatar
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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 : ...
compski's user avatar
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2 votes
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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 ...
Adamo's user avatar
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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 ...
SEuser's user avatar
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195 views

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 ...
Jitesh Goel's user avatar
1 vote
1 answer
467 views

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 ...
JustinF's user avatar
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1 answer
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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 ...
Avinash's user avatar
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1 answer
1k views

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 ...
Raham's user avatar
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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 ...
Eugene Vabishchevich's user avatar
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1 answer
1k views

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 ...
JustinF's user avatar
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1 vote
1 answer
387 views

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 ...
ABC's user avatar
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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 ...
Patlatus's user avatar
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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 ...
Yogesh Sakat Aphidas's user avatar
2 votes
1 answer
573 views

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://...
Shrivaths Kulkarni's user avatar
0 votes
1 answer
2k views

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 ...
Matt Pugh's user avatar
1 vote
1 answer
1k views

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 ...
Matthew Metros's user avatar
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0 answers
2k views

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 "...
HARKIRAT SINGH Vasir's user avatar
1 vote
0 answers
159 views

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,...
Nagendra Singh's user avatar
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0 answers
460 views

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 ...
Sammy Schnor's user avatar

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