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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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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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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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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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Access note created by senior user under account

One of my colleague is facing issue with in the client's org. Like below: There are two users(JuniorUser, SeniorUser) with same profile(UserProfile1) with Salesforce license. JuniorUser reports to ...
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-1 votes
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What field on the Task object is its parent?

The org I'm working in has its org wide defaults for sharing as "Controlled by Parent". After looking at the Task object documentation, I think its the WhatId or WhoId.
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why do I see controlled by parent sharing setting for contact?

Why do I see controlled by parent sharing settings for contact even though the relationship between account and contact is only lookup. I tried to create a lookup between Account and a custom object ...
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Provide Access to Case created from community

License we have: Customer Community High Volume I have OWD as private for case, contact on external sharing. On creating case, I am changing the owner to queue via assignment rule. We have custom aura ...
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How to match the data found in the "Sharing Hierarchy" view?

If I query the AccountShare table to find the sharing reasons for a particular Account record, then I get a single row returned with a RowCause of Owner and a UserOrGroupId of the owner's ID. I ...
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Custom Picklist field for Sharing Rules - How can I make this dynamic to the viewing user

I have a custom picklist field called "Sales Rep" with the following values: John Harris Doug Matthers Henry Relma If the current user is the Sales Rep on the account based on this ...
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Can I see a record's sharing hierarchy without modifying the layout?

To see the sharing hierarchy the "Sharing Hierarchy" action needs added to either the standard page layout or the Lightning record page layout. Can I view the sharing hierarchy without ...
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Guest User with Object access restriction able to retrieve data from List View with sharing 'Visible to All Users'?

Issue: We observed during a recent scan of our Customer Community that data for a custom object could be retrieved (via API GET) from the List View even though Guest User has no access to the object. ...
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1 vote
1 answer
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Possible to Restrict Contact Creation Declaratively (Account Public Read Only)

I am attempting to restrict Contact creation here are my OWD: Sharing: Account: Public Read-Only Contact: Controlled By Parent Profile Access Account: Read Contact: Create,Read,Edit Basically I want ...
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1 vote
1 answer
103 views

Sharing records with Customer Community Login users

I am struggling to get the concept of sharing rules vs sharing sets when it comes to sharing records owned by an internal user to a community user which has a license of Customer Community Login User. ...
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Convert code to be reusable in a helper class?

I have this reference code that I am trying to convert from being specific only for a single object into a SharingHelper class to be reused across multiple objects. Here is that code public void ...
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Portal User Access after changing OWD and new Sharing Set

I've got a weird one that is probably just me missing a setting somewhere, but we updated our Org Wide Defaults to private for external access, added a sharing set to allow access to the related ...
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Limit Sharing to only one User Id?

I am working on apex sharing and having trouble making it so only a single share record is allowed per Team Member. Here you can see there are 2 of the exact same Team Members with varying access ...
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Files visibility across different profiles

I am having two different profiles like manager and technician. If a file uploaded by a manager for an order then it must not be visible to technician but the file uploaded by the technician for the ...
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1 answer
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Profile Permissions overriding dashboard folder permissions

I have a requirement to restrict access for a user for a dashboard folder. On basis of that, I have given only view access to that user under our dashboard folder Now, when I log in as that user, I ...
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2 votes
1 answer
49 views

Inner Class Without Sharing not working as expected

I found this post (Sharing rules and Inner classes), which references documentation that inner classes do not inherit the sharing of their container class. From the documentation: Both inner classes ...
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-2 votes
1 answer
27 views

Share Salesforce dashboard as pdf

I have developed a dashboard with multiple reports with and without charts. The dashboard is working fine and the customer is happy. However, customer wants to schedule the dashboard refresh and share ...
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78 views

Getting Insufficient Access Rights when inserting a Content Distribution Record as guest site user

So I'm trying to do the following: On insert of a contentVersion, I wish to associate a download URL with a custom object. To do so I've got the following code running: public static void ...
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72 views

Enterprise Territory management for Custom Objects

We have a need to share records created on a specific custom object with the Territory Hierarchy. By default: Enterprise Territory Management provides assignment rules that seems to be working only ...
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1 answer
60 views

Delegated approver and record level access

If a user A assigns a user B as a delegated approver, will this user B automatically get access to all records that user A has access to (the records owned by him or shared with him)? Or I have to set ...
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2 votes
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39 views

Sharing Button for Care Program Object in Health Cloud Not Visible

We are using HealthCloud for one of our project. Below is the configuration for Care Program in our org: The OWD for Care Program is set to Private The Sharing button has been added to the Care ...
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Sharing button not visible on campaign record detail page in lightning?

I am not able to see sharing button On Campaign detail page in lightning View. But when I see this in Classic campaign page# View it is visible. I tried with all OWD setting for Campaign, but still I ...
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1 answer
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How do I, Can I turn off grant hierarchies for the Case object?

We wish to not allow access to Cases marked as "Sensitive" to People in Roles above the owner of the case in the Role Hierarchy. e.g. Bob is trained on sensitive data, and his Manager Sue is ...
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1 vote
1 answer
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Sharing a detail object with external users

Issue I have a detail object "License" that functions as a junction object between "Software product" and "Account". "Software product" and "Account" ...
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Prevent record names from showing in related records

Set up I have a profile for an external user called "Software manager". "Software manager" has read access to account & contacts. Organization wide default (OWD) setting for ...
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  • 149
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1 answer
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Problem Querying Fields on ContentVersion When User is not the Owner

UPDATE This can reproduced in any org, so it may be designed behavior or a bug. Basically, if a user is not the owner of a ContentVersion record they will only be able to filter by Id or ...
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  • 765
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Salesforce Sharing settings for price book shows option as "Use". How its different form Public View and Public read write?

Salesforce Sharing settings for price book shows option as "No Access", "View Only" & "Use". How "Use" is different form "View only" and Public ...
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1 vote
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How to handle data skew when working with partner portal?

I have a very simple use case where I have a few partner accounts to which I assign cases. Under each account I have 5-10 partner users who need access to all the cases assigned to the account. So I'...
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1 answer
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Restriction Rule Comparing Record String Formula Field to string value

I have a formula field set up to read the String/Text value of a Formula field on a record for the comparison in a Restriction Rule. When I enable the rule and access a record that should be ...
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User unable to see object in a custom report type

I have a custom report type with Users as the primary object, Opportunities (created by) as a secondary and Accounts as the last object. One of my users when creating (or viewing) a report using that ...
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Can we enable special Accounts to be shared with multiple roles/public groups?

We're looking to have Salesforce configured that each role represents a business unit (e.g. Colorado Offices). Some special accounts require that multiple business units own/manage the account. For ...
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Limit visibility of related Contacts in an Experience site to only some related Account users

I would like to limit visibility of some of the contacts related to any given account to only some of the users related to that account. So if Account A has 2 related experience users, Sally and Jim (...
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1 vote
1 answer
46 views

Will record data be visible via API if shared using sharing records with Guest User on Communities?

We are setting up a public Communities page. This page will publish a flow to capture leads but the flow must have read access to Account and another custom object to do its job. Communities requires ...
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1 answer
120 views

Unable to change 'Default External Access' in Sharing Settings

According to the Optimizer report, we should immediately change the default external access for more than 100 objects. However, if I go to Sharing Settings and click Edit (which is the way to go ...
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1 answer
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What happens when an Account Team Member is removed and they are also Case Owners of the account?

Scenario: Account A has Account Team Member ATM1, ATM2, ATM3. (Account Access Level (Read/Write), Case Access Level (Read/Write)). Now ATM2 created a case on the Account A, so by default he becomes ...
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ContentDocumentLink Trigger for Sharing with Admin

I ran into an issue where users have been using the standard notes object in Salesforce and when it came to pull a report I was not able to find any notes. After looking into it further, I discovered ...
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2 votes
1 answer
49 views

What's the difference between Sharing with Role and Internal Subordinates vs Sharing with Role + Grant Access Using Hierarchies for the object

I'm unclear on what Granting access using hierarchies gets me in a scenario. Suppose I have a private sharing model and on the Case object, I'm already Granting Access Using Hierarchies. Given the ...
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1 answer
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Unable to deploy "ReadOnly" permission on externalSharingModel

I am facing a build error that the object xml I modified to have the externalSharingModel as ReadOnly does not work. I just gave below this xml in the object xml file. <externalSharingModel>...
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1 vote
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How does OpportunityAccessLevel field behave on Account Team Member object?

I have a situation where the User(say User-A) which is the owner for Account and associated Opportunity record but still unable to select 'Read/Write' access in OpportunityAccessLevel field when ...
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1 answer
117 views

Check if list of users has access to list of account records

Before Creating an accountShare record I need to check first if the user has access to the related record I am well aware that I can get it done using the UserRecordAccess Object select RecordId, ...
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Salesforce implicit sharing - does access to account records via implicit sharing open up access to contact records as well?

If OWD is set to private and access to case record opens up the access to account Record via implicit sharing, will that also open up the read only access to contacts related to those accounts? ...
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2 votes
1 answer
140 views

INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY error thrown in random places

Recently I've started getting error message: System.DmlException: Upsert failed. First exception on row 0; first error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, Access to entity 'AIInsightValue'...
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2 votes
0 answers
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Salesforce security issue - Account owner's role of community user is given access to accounts the community user is linked to via cases

We have a security requirement where certain accounts should only be visible to a certain public group. To enable this we have a checkbox on the account and set our OWD to private. Any account with ...
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28 views

Unable to restrict Contact records for Sales & Marketing profiles

I have a case where I need to restrict the Contact records for Marketing users. Contact records have 3 recordTypes(Business,Standard,External). I need to restrict the Contact records with recordtype = ...
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Best method to allow External Users (CC+ license) to delete records owned by other external users (CC license)?

Based on this documentation, I know that Salesforce doesn't let you delete any records unless 1 of these 3 criteria are true: The User trying to delete the record is the owner. The User is higher ...
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