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Questions tagged [sharing]

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

-2
votes
0answers
29 views

Security Model Salesforce

Hi i have a req : Guest User is updating the the contact, but still facing the issue for insufficient access , i have checked all the access to the profile and Role. but still not able to figure out ...
0
votes
1answer
20 views

Manual Sharing/Opportunity team exposes other related data

We have two separate teams(A,B) which are not supposed to view each other's data. Specially account details, activities, contacts and opportunities. But sometimes user A1 has to share opportunity ...
0
votes
1answer
20 views

Visibility beyond Sharing Rules?

our Org has a private Wide default settings. One custom profile doesn't have visibility on a particular Account recordtype (i.e. user with that profile can't read,cread,edit no records with that ...
0
votes
0answers
20 views

record visibilty vs record level access

What are the difference between these? In the Sharing and Visibility Designer certificate exam guide it says: Articulate different security capabilities with respect to record visibility, CRUD ...
3
votes
1answer
103 views

Apex class invalid for community user but not standard

UPDATE: this might be a Spring 19 only issue. Will try to confirm this. If I create an opportunity with a standard Salesforce license, no problem. But if I try the same operation as a community ...
1
vote
1answer
31 views

calendar sharing based on role or profile

I have a requirement where the calendars should be shared based on role/profiles. For eg: I have a profile named Marketing. This Marketing profile user's calendar should be shared with Sales Manager ...
0
votes
2answers
36 views

Sharing Rule is not granting access to a public group

I am working with an object called Scope Library. I want users to have read access by default. I want the group Presales to have read, edit and create access on the object. To give users read only ...
0
votes
0answers
15 views

Can we hide “Unfiled Public Classic Email Templates & My Personal Email Templates” for Partner community users?

We have a requirement that we need to hide the default "Unfiled Public Classic Email Templates & My Personal Email Templates" from all the Partner users except the administrator. ...
0
votes
0answers
18 views

Why Customer Community Login user doesn't see one Salesforce user but sees another?

BACKGROUND We have a trigger on the FeedItem (Chatter post) which uses a helper class: public without sharing class FeedItemTriggerHelper { public static void handleAfterInsert(List<FeedItem&...
1
vote
3answers
33 views

Does Sharing Rule Prevent Role Hierarchy

I used a sharing rule to provide the subordinate role (Inside Sales) to have Read/Write access to the accounts of the role above it (Admin). It works, but now the users of Inside sales cannot edit ...
0
votes
2answers
30 views

How to override Opportunity Org-Wide Defaults Public Read Only

I would like to create a permission set or role which overrides the Opportunity Org-Wide Defaults of Public Read Only, such that users in with the permission set or in the role would only be able to ...
0
votes
1answer
14 views

Cannot Edit The Contact Record That is Owned By Other Users

Can I edit the Contact record that is owned by others related to the Account, without giving Modify All object level permission for a profile?
1
vote
1answer
32 views

Unable to Create Lead - Insufficient Privileges

I am attempting to allow a profile to create a lead. The profile has: The lead record type assigned. The correct page layout assigned. Create, read, and edit permissions assigned for the lead object....
2
votes
0answers
100 views

Guest license users cannot access ContentDistribution object anymore?

I have a Site, where external, unauthenticated users can access some of the files we store in Salesforce. To achieve this, I use Content Distribution records, to obtain the public URLs for these files....
0
votes
2answers
57 views

Apex Trigger Handler - Sharing permissions

We update some objects in our trigger handler, the user does not have access to these objects. We want the trigger handler to run in System mode. Should we have the 'without sharing' keyword on the ...
1
vote
0answers
26 views

How to show Multi-User calendar view (Events/Tasks) to my partner Community users calendar home?

In my sandbox admin having access to see Multi-User calendars(events/tasks) in classic and Lightning. but in admin community not having access to see Multi-User calendar view, as well as Partner ...
1
vote
0answers
33 views

Problem with Case sharing access

I'm trying to resolve a sharing issue with Case records. The org-wide defaults are private Accounts, private Opportunities, Contacts controlled by Parent and Cases are private. If a case is owned by ...
1
vote
1answer
22 views

How does default Sharing work for Events with no attendees?

I'm trying to understand the Event sharing rules, as I have an Email Service that will run with minimal permissions and that needs to query Events by ID (event IDs will be present in the emails). ...
0
votes
0answers
16 views

Sharing behavior when uploading data with owner, created by

Uploaded some contacts where the Owner, Created By fields set to user abc(I enabled audit fields for my API only user) Then tried uploading custom object X__c where it has a lookup to contact, Owner ...
0
votes
0answers
25 views

Sharing in Salesforce Community

I have a report based on a custom object X. X has a lookup to Account. The report is for Partner Community users. A commnunity user should only see the records of object X associated to the Account ...
0
votes
2answers
41 views

Option to share a file uploaded privately with a Community User

When i upload a file under Files Tab we have share option. But we can only share with internal users...but not with partner users. I was wondering if its possible to share file with a partner ...
2
votes
1answer
19 views

What is the behavior if External Org-wide sharing model is disabled?

If you don't have External Org-Wide sharing models enabled, what is the default behavior for external user? Does it get the same value as whatever it the Org-Wide setting is? Or is it defaulted to ...
1
vote
1answer
50 views

Winter'19 Release: “Opportunities: Retain Edit Rights for Previous Opportunity Owners”

This is a useful feature in some situations: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_sales_features_core_oppty_sfx.htm But this can literally double the share table ...
2
votes
1answer
76 views

Contact Sharing Rules - No Account

When a contact does not have an account assigned, it is not visible to users, even if there is a contact sharing rule active that shares the contact to their role. As as admin, I have looked at the ...
2
votes
0answers
24 views

Apex sharing insert

We are now investigating some performance issues for the client and trying to speed up their processes. One of the time consuming parts is apex sharing that we have there. I am pretty sure that some ...
0
votes
0answers
24 views

Sharing Case Records with Customer Community Users

We have set up the community in Salesforce and business use case is that whenever the case raises from the external user and assigned it to an internal user for resolution than any action or updates ...
6
votes
3answers
151 views

Question related to sharing

Below is our scenario We have a custom case object. where ownership is based on queues. Users are assigned to queues and any user part of a queue gets access to all the cases assigned to the ...
2
votes
1answer
33 views

Where in metadata are Organization-Wide Sharing defaults for Calendar stored?

I changed Sharing Settings for Calendar to "Hide Details and Add Events", but I don't know how to put it in metadata *.xml files, is it even possible?
2
votes
0answers
13 views

Activites not being shared

I have an issue where activites are not being shared as I understand they should be. First off the OWD is set to Controlled by Parent. We have a community with partner users, there are tasks ...
4
votes
0answers
84 views

If you assign a territory to an Opportunity manually, why does the parent of that territory get access, instead of the territory it self?

Let's assume the following scenario: I have a sales organization with multiple regions. Every region is represented in a territory using Territory Management. The accounts are assigned to those ...
0
votes
0answers
34 views

Apex Case Assignment Rule: “Insufficient Rights on Cross-Reference Id” on case created by Community User

I'm trying to implement custom Apex Case Assignment Rules. The logic works fine, but when I test as a Customer in our Support Community, I get the standard error: insufficient access rights on ...
1
vote
0answers
23 views

Sharing records without the ability to report the same

We have the below scenario for the partner users: 1) They should be able to view their own data. (they are not the owners of the record, but it is explicitly shared to them). 2) The should ...
0
votes
0answers
37 views

Sharing Account's Related Records of Custom Object for Communities User

I know this question has been asked, and as I browsed the questions I'm still confused about how to approach my problem. My custom object is related to Account with a lookup relationship. I want ...
11
votes
0answers
166 views

why is the value in [] for insufficient access rights on cross-reference id: [] always/usually empty?

OK, I know how to debug this error and there are plenty of web resources to assist so please don't answer with those techniques. What I'm more after is why the ID value in [] is typically null for ...
-2
votes
1answer
26 views

Sharing Rule to share custom Obj [closed]

I haven't worked on Sharing Rule Before can anyone please help me. I want to share 'Story' custom Object. When Share checkbox is checked, share Story record with Role and Hierarchy - Exec Director ...
2
votes
0answers
117 views

Pushing multiple sharing rules to Scratch Org. Turning on Defer Sharing Calculations

We have a huge problem with deploying multiple criteria based sharing rules to an existing scratch orgs. Push is either failed (when there is new stuff added additionally to those sharing rules) or ...
1
vote
1answer
29 views

RestResource Class with sharing keyword

I am having rest resource class on site in which I am querying contacts and leads. I am able to query contact records when class is without sharing but not able to query contact records when class ...
1
vote
1answer
362 views

Apex Sharing Reasons - how to enable?

I'm studying up for my sharing and visibility exam right now, and am looking at Apex Sharing reasons. According to the documentation, to create an Apex sharing reason: From the management ...
2
votes
0answers
25 views

Permissions for a scheduled process initiated from InstallHandler

I've got a managed package which needs to start a batch process from a trigger. In order to deal with subscriber orgs who are also using asynchronous apex, my code tries to start it, then uses a "run ...
0
votes
2answers
38 views

Will Sharing=ReadOnly allow my user to Delete or Clone a record

I have Lightning Quickactions for Delete and Clone on a CustomObject__c and I want to ensure that only users with the right permission can use it. From reading this documentation I understand that I ...
0
votes
0answers
43 views

Sharing settings are not working as expected

OWD is set to Private and Grant Role Hierarchy is enabled. Sharing Settings is created for a custom object to give Read Only permission for that object to a Group based on some conditions. But ...
6
votes
4answers
267 views

Why should a Sharing and Visibility Designer split an account instead of reviewing the sharing rules for a UNABLE_TO_LOCK_ROW error?

From the Salesforce Certified Sharing And Visibility Designer exam guide: Universal Containers has successfully implemented a large Service Cloud rollout for their national call centre 3 months ...
7
votes
2answers
185 views

Does SOQL join not respect OWD /sharing settings?

A->B are two objects connected using lookup relationships. If somehow, I get read only access to child record but do not have access on parent record then still i am able to see data from parent ...
1
vote
1answer
38 views

Does a Sharing Set access of read only for Account over-ride the Community User's access to edit their Account?

We are using Customer Community Licenses for our Napili community. This is a membership community. We would like all members to read all contacts and accounts so I created sharing sets for both set at ...
1
vote
0answers
40 views

Programmatic Access to “Grant Access Using Hierarchies”?

Is there any way to retrieve the "Grant Access Using Hierarchies" setting programmatically (i.e. through Metadata, SOQL, or other means)? I am referring to the checkbox next to each object under ...
1
vote
1answer
72 views

Contacts visibility to site guest user

My site guest user needs access for all the contacts in the instance. Right now site guest users can access contacts created by guest user. They are not able to access contacts created by Salesforce ...
1
vote
1answer
34 views

Record Sharing Salesforce

Below trigger is giving error while creating sharing records, can some suggests where is the issue. Sharing setting is set to private for external user on this object. Error: AccessLevel (trivial ...
0
votes
1answer
39 views

Sharing Rule on LookUp Field

we have 5 customer profiles, and which ever user is assigned one of those profiles can only see 1 customer (account) record, and all customer child (contacts ) associated with that account. How to do ...
0
votes
2answers
48 views

Know user's access to record programmatic

CURRENT STRUCTURE We're working on an app where we need to display the records if user has access to it. We're following below given algorithm: If User's profile has View All permission then display ...
0
votes
1answer
63 views

How to assign record to Read-only user via lightning button

My problem is: I have made a custom lightning button that calls an apex controller to reassign a Case record to that user (change ownerId to their Id). However, the users that need to do this have ...