Questions tagged [sharing]

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

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13 views

disable folder content sharing for a Business Unit [closed]

I would like to disable the Content share tab in content builder for a specific Business Unit. Just wondering if there are additional implications that I need to consider like email sends, journey, ...
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12 views

Sharing on Child Records when OWD on PARENT is Private

I have one custom object and which has PARENT as Account. owd ON account is Private. When I logged in as user, I can see child records created by other users as well. What might be the reason?
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17 views

How to retrieve a list of sharing rules per object via SOQL?

I am looking for a quick way to retrieve all the sharing rules for Account and Opportunity object via SOQL. As per my research, I found two objects AccountShare and OpportunityShare, but this will ...
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1answer
31 views

Allow Profiles To ONLY See Records Created By Their Profile [closed]

I have been put to the task of cleaning up our companies Salesforce org. We have lots of apps on it, and each profile has it's own org. So the main issue I am running into is other profiles seeing ...
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1answer
21 views

Support sharing model changes in subscribe org as ISV

We are an ISV developing a Managed Package. We wrote some Unit tests that do things like (this is an Example) Custom_Object__c a = new Custom_Object__c(Name = 'Test'); insert a; Profile p = [SELECT ...
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14 views

Hide Objects while having permissions

We use batchable Apex and we use 2 custom objects to process a CSV with some records and then insert them or update them as Account records. So, i give permissions to the user's profile that runs this ...
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177 views

How to make sure Organization-Wide Default Sharing Update is complete via an API

We're performing automated testing on scratch orgs and we want to change Organization-Wide Default Sharing for some objects. Doing so via the UI or via sfdx force:mdapi:deploy causes sharing rules ...
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18 views

How to use PersonMailingCountry in sharing rules?

I have a requirement where I need to create a sharing rule on person accounts based on the person mailing country field (part of PersonMailingAddress field). When I run a soql query I can find the ...
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17 views

Update Case in Queue that User Should Not Have Access to in Visual Flow

I'm using Email-to-case to generate cases from emails sent by internal employees. The case is automatically sent to a queue, ex: My Company's Inbox Queue. I only want specific users (designated by ...
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1answer
21 views

Role Hierarchy/Sharing Settings Issue? PostToChatter FlowAction - You don't have permission to do this

Note - I'm posting this question as there's clarity required - At what level does the record access need to open up for this scenario to be successful? This hasnt been clearly answered on the ...
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17 views

Does territory hierarchy rolls up access to records?

I have been working on territory hierarchy and I have some doubts regarding how the access actually opens up. Lets assume the OWD is set to private for Account object. I have a territory model let's ...
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15 views

Account record owner can see all assotiated opportunities

As far as I know there is lookup rel between Account & Opportunity. But why Account record owner can see all assotiated opportunities even oportunity record has another owner? Quote from trailhead:...
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20 views

Manual Sharing related question

I have 2 Objects A and B-- relationship master detail. OWD on A- Private OWD on B- controlled by parent If I manually share A records with other user will they get access to B as well? provided i have ...
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1answer
18 views

How to share an opportunity to running user(low level of role) using apex

I am trying to share an opportunity using apex. Apex running user is having low level of role compared to opportunity owner. How is this possible ?
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2answers
125 views

Does with sharing enforce OLS/FLS?

I am really confused about this one. I have done my share of research. In the documentation, it has been mentioned that with sharing keyword is used to enforce sharing rules for the current user. It ...
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1answer
35 views

How should I share a summary-level view of opportunities without sharing their activities, emails & files?

I have an org containing several business subsidies working on opportunities. These opportunities may have sensitive data attached to them in files, emails, calls, etc. Users in each subsidy should ...
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1answer
55 views

Inherited sharing question in nested inner classes

The sharing documentation Using the with sharing, without sharing, and inherited sharing Keywords says: The sharing setting of the class where the method is defined is applied, not of the class where ...
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1answer
31 views

Include sharing settings in an unlocked package?

Is it possible to include a sharing setting change in an unlocked package? Essentially the change is to make an object Public Read/Write for External users, whereas now it is Private.
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2answers
103 views

Clean way to vary sharing at runtime in Apex?

I may need to make many @RestResource Apex classes run either with sharing or without sharing where that option is selected at runtime. But this approach (that I am using at present): /** * Allow ...
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1answer
19 views

Share Record with profiles

While creating a new record for my custom object I capture (Checkboxes) if this record is to be shared with a particular profile/group or not . for example If a community user will have access or not ,...
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2answers
36 views

insufficient access rights on cross-reference id when contact created from customer community and before trigger tries to update owner

We are trying to update the contact owner of a new contact created via the customer community in the before trigger and receiving the following error. insufficient access rights on cross-reference ...
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1answer
17 views

Sharing Table for Activities

When I try to query the sharing table for task it tells me that taskShare is not supported. Is there any way to access the sharing table for tasks or events? Select id, RowCause, UserOrGroupId from ...
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2answers
35 views

prevent deletion of records even the user profile having Modify All permission

I want to prevent users from deleting the records even if they have modify all data permission. Please suggest.
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0answers
25 views

File “Customer Access” Permissions

In Winter'20 there was added feature to allow "Customer Access" for files. Some of the users need to have access to it. Maybe someone knows or played with that? For the target user, this is just ...
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2answers
52 views

Changing a global class from with to without sharing in a managed package

I have a global class in a managed package and want to change it from with to without sharing in a new release. Is this possible? Could I do this in a patch?
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2answers
166 views

Can't deploy externalSharingModel setting with SFDX

Background: I have a problem where if I try to deploy my entire set of metadata to a newly created scratch org, it fails because the sharing settings of certain objects are incorrect by default, ...
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1answer
180 views

Unable to Insert ContentVersion record as a Community User in Test Class

I'm unable to create ContentVersion records running a test class as a Partner Community user. I have created a Partner user using the same methods displaying in the test class, tested the process ...
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1answer
25 views

help with soql to fetch sharing details of partner account

I have partner community users which have access to our partner community. We have couple of sharing settings applied for partner account when the record is created in Salesforce. We can find this ...
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1answer
62 views

Is there a way to determine by Apex if `Grant Access Using Hierarchies` is turned on or off?

We have a requirement to display list of records available at territory selected. Since Grant Access Using Hierarchies can be turned on or off this can affect the records we need to display. We don't ...
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1answer
9 views

Limit records based upon multiple criteria on object and user

I'm looking at limiting access to certain records such that should a record be assigned to a certain group of users (via some field on the object), only those users would be able see or edit those ...
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1answer
48 views

Default Customer Community Plus Roles expose all Account's

I would like all Account's to be private, however users can see any Account enabled with Customer Community if that Account Owner is in the same Role as them. Using "Account Access", by clicking on "...
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1answer
198 views

API User Access to Enhanced Notes (ContentNote) External Object

Summary: Org 1 wants to be able to access data that lives in Org 2. For most use cases, we have this figured out using the Salesforce Connect Cross-Org Adapter. However, there is a specific need for ...
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1answer
115 views

How to share a lightning email template folder?

I'm trying to find the screen where you can share lightning email template folders with other users but can't see it anywhere. It's mentioned in here so I know it exists: https://releasenotes.docs....
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28 views

Alternative to Delete Trigger for tracking deleted records in OpportunityShare Object

We want to track the deleted records in OpportunityShare Object for some reason. This object doesn't support to write a trigger. Is there way to track those deleted records?. Any suggestion would ...
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1answer
752 views

Edit Permissions for Guest Users after “Secure guest user record access”

Salesforce Alerted me that at the end of February we would be forced into the security update for "Secure guest user record access". I tried this in my sandbox and it seems to have some adverse ...
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23 views

Cannot Forward Records to Another Salesforce Organization via S2S standard functionality

After successfully setting up Salesforce to Salesforce (S2S) using this guide : https://help.salesforce.com/articleView?id=business_network_setup.htm&type=5 I have set up the connection between ...
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11 views

Sharing List View Salesforcebug Workaround

Any workaround for this type of scenario? Cannot select the group I wanted to :( it is displayed behind the dialog... I cannot target the z-index aswell... any workaround for this? PS: No Coding... ...
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53 views

Why Salesforce thinks I'm deploying a certain sharing model, while the metadata tells another story?

I have the account and contact object metadata files with the following sharing types: Account <sharingModel>ReadWrite</sharingModel> Contact <sharingModel>ControlledByParent</...
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22 views

Best practice for controlling record access based on User's Country

The requirement: All Users in South Africa should only be able to edit Accounts (parent) where Country = "South Africa". They should also be able to edit all Projects (child) and Project Roles (...
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19 views

Unable to share an attachment with Community User / record owner

How do I: Share an attachment with a Community User, who owns the record. In this case, the Community User owns the Opportunity and Account, and the attachment is in the Opportunity Configure ...
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26 views

Sharing Set not working - Customer Community

UPDATE: Nothing is working, Quote is getting shared from the trigger. I have two custom profiles Employee and Employer cloned from Customer Community Plus Login Profile. I have tried to set Sharing ...
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18 views

Community Users have access to internal records?

For some unknown reasons, my org's Community Users have access to records that the internal org members generated. I have checked the following setting: Opportunity Sharing Rule: none that applies to ...
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1answer
45 views

INSUFFICIENT_ACCESS_OR_READONLY when editing an Order

When editing an Order (either through the UI or via an Apex program that does DML), I get First exception on row 0 with id 801.... INSUFFICIENT_ACCESS_OR_READONLY insufficient access rights on ...
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9 views

Case object Access for other instance support people

my customer has acquired by some comp. they have two salesforce instances already. I would like provide my instance case object access to other instance support team. they should able to see and ...
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1answer
45 views

Sharing Rule Calculations Missing Buttons

I am missing the buttons on the Share Calculations (suspend, resume, recalc). How do I get these visible on the page?
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2answers
137 views

Why is “isActive” on a User returning false when I'm sure the User is in fact active?

Long story short, I want to share a Contact record with a User given certain criteria in an Apex trigger. One of the things I want to check is if the User is active because creating a ContactShare ...
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1answer
68 views

Sharing Setting on MAster Detail Field is not being enforced - Bug or correct SF behaviour

There are two Objects 'Parent' and 'Child'. Two User Admin and LocalUser. As per the profile of LocalUser : Parent Object has Read permission Child Object Has CRU permission OWD for Parent Object is ...
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1answer
28 views

Contact from Partner User are hidden from Partner Executives

Here's my setup I create a new Dev Org. I did made Contacts Private internally and externally. I went in the Community Settings and set Number of partner roles to 3 I enabled Partner Relationship ...
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19 views

Salesforce community and sharing - why are community accounts shared with all internal users of the same role and below?

We have a Salesforce community implementation and at the same time do not have a concept of role hierarchy in our org. Right now all internal users have the same role, "Sales User". Up until now, ...
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1answer
162 views

Rest API request on behalf of specific user

I have to retrieve data from Salesforce (using default endpoint for Rest Api SOQL queries) for a specific user. Now for getting Access_token I'm using "grant_type: password" with "System User" who has ...

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