Questions tagged [sharing]
Sharing enables record-level access control for all custom objects, as well as many standard objects.
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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 ...
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Are Account Relationship Data Sharing rules suitable in an org where customer can have 10,000 orders?
I'm currently investigating the best record access strategy in an org that is experiencing some performance issues.
The current design uses sharing rules and account relationship data sharing rules.
I'...
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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 ...
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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 ...
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In Salesforce Customer Portal, I need two users (Customer Portal Users) from the same account to see the same records
We have enabled customer portal and the Portal users are able to see all the records which they are tagged as contact but the requirement is "I want two Customer Portal Users to see the same ...
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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 ...
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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 ...
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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 ...
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Solutions to allow non record owners & non admins to share a private record, they can access
TLDR:
I'm trying to figure out how to let non-admins & non-record owners either share a private record they don't own, or what permission they need to see other users/profiles/roles.
The Problem:
...
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Permission set with 'edit' access on custom object used in a CongaGrid not granting assigned users 'edit' access... odd bug?
I have come across extremely odd behavior: if a user was assigned a permission set directly, then that user could read/edit fields of a custom object. However, if the user was assigned the permission ...
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Re-assigning approval with private sharing = problem. How to auto-share with new approver?
I have a basic approval process for several objects within Salesforce. These objects use the private sharing model so can only be accessed based on the role hierarchy (this is necessary).
However, I ...
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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 ...
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78
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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://...
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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 ...
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147
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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 ...
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Why my Account Relationship Data Sharing does not work?
I'm struggling with setting up Account Relationship Data Sharing. Seems straight forward, but does not work for me.
I have two Accounts: WS TEST and WS TEST Child, each has a Contact with external ...
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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
"...
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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,...
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34
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Security for Custom Objects (Lookup Relationship)
I am setting up security for an org. We have a lot of Custom Objects that need to be set to Private. I then need to create Sharing Rules to share a subset of records with specific users. However, ...
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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 ...
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39
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Sharing of Case Record for Approvers of Approval Process
We are having a Customer Community, and the license used for community users is Customer Community (Not customer community plus).
We have built a approval process which will be submitted by the agent ...
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104
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Previous owner can still see private records despite criteria based sharing rule
I have an issue where my criteria based sharing rule doesn't seem to be affecting record visibility. I've set OWD to the object as Private and users do not have View All permissions.
I then created a ...
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Salesforce access change detection for records
I want to replicate Salesforce ACL in an external system. I plan to use salesforce sharing tables(AccountShare/CaseShare) for access detection. However, when access changes happen, I want some way of ...
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Who all have read access to a given Record
I am trying to replicate salesforce ACL model for a record in an external system by querying Salesforce. What I mean by that is, given a record for an Object(for example: Case), I should be able to ...
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234
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Partner Users - Tasks assignment and visibility
As i have seen by default, when a partner user creates a Task and assigns it to a queue/group, this task is not visible to that user.
Requirements:
1st Requirement:
When a partner user assigns a task ...
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21
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What are the different possibilities in which the Manager would have got access to the record?
We have a custom object with the following Security settings:
OWD is private
All/profiles have Read, Create, Edit permissions
Grant Access Using Hierarchy is disabled.
There is only one. owner-based ...
user122907
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74
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Can users without a financial services cloud license view/modify financial service cloud records in the same org?
I'm working with a org that wants to leverage FSC for a subset of users, but wants visibility of those records by non-FSC users.
I have reviewed the FAQ guide and the developer documentation, but ...
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209
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How to find the parent object of an object(Standard and Custom Object) whose sharing settings are controlled by parent through SOQL/RestiAPi?
For Organization-Wide Defaults Internal Default Access there are objects set as Controlled by Parent.
Is there an approach which I can follow to find parent of those standard/custom objects either ...
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299
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What controls ContentVersion access in non-sharing apex class?
I recently wrote an apex class which queries the ContentVersion records for a lead and embeds them in a PDF page. The class is not running with Sharing, so system access, and everything is working in ...
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Can you block manual share for a specific user?
I've been doing some research and wanted to see if it's possible to block manual share on a specific object to a user. Any ideas?
I did some research, and you cannot put a trigger on a the ...
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51
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How to check in Apex if a user has sharings to a given record?
I have an ID of a user (let's say 'id_1111111111') and I have an ID ('id_2222222222') of a record of a custom object Job__c.
How can I check in Apex / SOQL if the user with id 'id_1111111111' has ...
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139
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How to get users that have access to a record with given ID?
I have an ID of a record from the custom object Job_Application__c.
Is there any SOQL query or Apex method that enables to get IDs of users that can see that record? (I mean sharings to that given ...
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40
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Sharing settings in salesforce digital experience
We have some custom objects to which we have Files (ContentVersion) attached. In our Digital Experience site, users can navigate to these objects and we provide a link to view the attached File using ...
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137
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Restrict access to record types based on lightning app
In an org I have 2 lightning app (app 1 and app2), all my users nedd access to both apps , the aim is that when I am in the app1 I can create only account with record type RT1 and when I'm in the app ...
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130
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Implicit Sharing doesn't work
We have a custom object "Request" which is a child related via lookup to Account. We also have another custom object "Submission" also linked to the Account via lookup. The ...
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28
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Send email when account or opportunity records are shared manually [duplicate]
There is a requirement where if an account or opportunity record is shared manually with a user, the user should get an email.
Seems like there is no way to create a trigger on share objects. Does ...
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What happens when a record is shared programmatically and granted 'Read' access but organization wide default is private? [closed]
What happens - If I create a record programmatically using apex with AccessLevel = 'Read' but OWD is set to private for that Object.
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Activity Access Levels w/ Controlled By Parent
I have a user who can see only a subset of the Activities for an Account/Contact and I'm trying to figure out why. Although I suspect it's due to "Grant Access Using Hierarchies" and the ...
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186
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Case Sharing Rule Not Working
I am creating a case by associating it with contact.
OWD of Case: Private
OWD of Account: Private
OWD of Contact: Controlled by parent
Case assignment will change the owner to a queue on case ...
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78
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Giving community users access to records via junction object
I have a junction object called Junction__c. It has Master-Detail to PersonAccount and another object called Mortgage__c.
I have a checkbox on Junction__c called Access_Granted__c. When this checkbox ...
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Identify in which mode(System/User mode) the class is running
From the Salesforce security review point of view for the the app exchange app, we need to add the access checks while querying and doing DML operations.
If we have a requirement that the SOQL/DML ...
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448
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User Can Transfer records which they don't own
I am facing one strange issue.
Issue : Users are able to transfer account which is not owned by them
Scenario :
Account is Set to Public Read Only under OWD.
Record access given to manager hierarchy ...
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2
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Why am I able to delete a record of the detail object?
There are two custom objects in a Master Detail Relationship:
Employees (Detail object)
Projects (Master object)
I built a custom profile that consists of user1, and the object level permissions for ...
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253
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Unable Remove a File from a Record
According to Salesforce Documentation we are able to remove a file from a single record that the file’s attached to. Unlike deleting a file, removing doesn’t affect the file on other records or posts, ...
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477
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Salesforce not enforcing "Users in this role cannot access opportunities that they do not own that are associated with accounts that they do own"
I have a requirement that certain Opportunities (a very limited subset) have access limited to just the Opportunity Owner and the Opportunity Team - there should be no access granted by hierarchy.
The ...
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98
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Get sharing settings (OWD) options in APEX
I develop application, part of which is implementing of OWD settings edition. First phase is to do it as it is on standard Sharing settings setup. As there are multiple options for standard object - ...
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Panels on customer community shows all data (discard collaboration)
I'm using three objects to create a Panel shown in a customer community site: Account, Contract and Hour__c. I could have many hour records associated with Contract. The problem is the following: when ...
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477
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Insufficient Privilege's on Contact
I have a contact that is acting like it's a private Contact even though it's related to an Account.
Users are able to access the Account without any issues, but the Contact continues to give an ...
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With customer community license, share record with 2 contacts
On case, I have 2 lookup fields on case: Contact and Case_Contact__c
The contact will always be the person who is creating case. The case contact can be any contact selected by customer.
Once a case ...
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108
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Sharing by criteria to owner of lookup record
Suppose we have a custom object My_Custom__c that is owned by a queue.
Now that object has a child object My_Child__c in a Master-Detail relationship.
Now there is another object My_Something__c that ...
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