Questions tagged [sharing]
Sharing enables record-level access control for all custom objects, as well as many standard objects.
640
questions
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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 ...
2
votes
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 ...
0
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0answers
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 ...
0
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1answer
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 ...
0
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1answer
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 ...
2
votes
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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1answer
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 ...
0
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1answer
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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0answers
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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0answers
11 views
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 .
...
1
vote
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 ...
1
vote
1answer
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 ...
3
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0answers
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 ...
0
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1answer
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 ...
0
votes
2answers
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 ...
0
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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 ...
1
vote
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 ...
0
votes
1answer
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 ...
1
vote
1answer
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. ...
0
votes
1answer
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 ...
1
vote
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 ...
0
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0answers
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 ...
1
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0answers
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-...
2
votes
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 ...
0
votes
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 ...
0
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0answers
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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0answers
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 ...
0
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0answers
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 ...
0
votes
2answers
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?
1
vote
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 ...
1
vote
0answers
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 ...
2
votes
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 ...
0
votes
0answers
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 ...
1
vote
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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0answers
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.
0
votes
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 ...
0
votes
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 ...
3
votes
0answers
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 ...
0
votes
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 ...
0
votes
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?
0
votes
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 ...
-1
votes
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 ...
1
vote
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 ...
1
vote
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 ...
1
vote
0answers
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 ...
4
votes
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 ...
0
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0answers
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 ...
0
votes
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 ...
0
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0answers
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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vote
0answers
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 ...
