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Questions tagged [sharing-rule]

Sharing Rules are used to make automatic exceptions to your organization-wide sharing settings for defined sets of users.

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Share records that are accessible for Partner users with Internal users

I'm trying to share all the records that our partner users have access in the community with their respective Account Owner's internal users. Let's take the Account object as an example: My OWD for ...
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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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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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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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Sharing rule does not expand permissions for specified group members

I have a custom object called Banner that I'd like to allow portal users to view and portal administrators to create/edit all records. Currently the admin can create, edit, delete their own records, ...
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Role Hierarchy, Sharing Settings & Team Member puzzling issue

I have this Role Hierarchy (assume there is only 1 user in each role listed below) How I've set up all the accesses: OWD: Account and Contract -> Private for both Default Internal and External ...
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How do I restrict access to a specific type of record without turning off "Grant Access Using Hierarchies"

We wish to prevent access up through the Role Hierarchy, when a very specific scenario happens on a custom object. But we are using the Grant Access Using Hierarchies on this object and turning it off ...
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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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Site Guest User and Flows

I'm working with a Flow and Site guest user. I understand that there are some changes that came out that are preventing Site Guest Users(SGU) from accessing objects and flows in Winter 21'. The ...
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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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Need to Share record with Subordinate

I am using Salesforce community (Digital Experience). In which I have user and their manager. Now I want to share all records owned by manager to their subordinate. Is there any point and click way ...
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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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ViewAllData or ViewAllRecords Required Error for Integration User

While trying to get case information using EmailMessage object using REST URL I am getting the below error: **message**: ViewAllData or ViewAllRecords required to upsert by standard field **errorCode**...
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Organisation Wide Default and Sharing Rule and Apex Sharing

If organisation wide default is read write and record is shared in read mode by sharing rule or by apex then which will be the final access to the user??
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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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Profile does not have permission to Visualforce page but User able to access it

We have a bunch of Visualforce pages which are not supposed to viewed by some profile users. But they have access to the objects and field level access to all the objects involved in that VF page ...
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Master Detail Relationship question

i have master-detail relationship between A&B object where A is master and B is child. Now when a record is created in object B by a user, it is visible by other user also. Is their any way to ...
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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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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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can Sharing rules provides access to forecast hierarchy

Role A Role A1 Role A2 Role A3 Role B Role B1 Role B2 Role C Role C1 I have sharing rule on Opportunity to share the records of A1,A2,A3,B1,B2 to C1. But in the forecast tab, For C1 , he ...
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Navigation to Record page in LWC does not show content when accessing as guest user

I have this LWC that displays all the records of an object in a list. If one accesses the page as guest user, they can see the list which is great. But if you click on any of the item's button, it ...
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Sharing Rule Between Sales Cloud and Service Cloud users

Background I have 2 group of users having different roles and different profiles: Sales Cloud users can only Read/Write Leads, Accounts, Contacts, Opportunities and should be able to view Service ...
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Sharing rules restrictions read-only

Is it possible to prevent a user who has read-only acces to an object OWD Private creating child records with another owner of the parent record. I currently have a custom object where I can add child ...
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Sharing settings with criteria based assignment rules not working as expected

I have a situation where the user is able to create a case record of record type RecordTypeA using Salesforce flows as a system user. The requirements are The user shouldn't edit any of the fields of ...
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Restricting access to create Reports in Salesforce

We have three different sister companies within our salesforce org. Account and Contacts are readable for all users irrespective of Business units. However, I need to provide create and export report ...
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Ownership and criteria based sharing rule

So I was going through some questions on sharing rules and found this one Not sure what the concept should be. **Can a single sharing rule be written to have both ownership and criteria based ...
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Without using sharing rules how can i share records to another user? [closed]

Without using sharing rules how can i share records to another user?
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how to control the visibility of records in inherited sharing

we have order and order product access community portal, we need to restrict orders to be visible with filtering it with certain fields and same for order products. Order and order products are ...
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Salesforce Communities - Records Access

How can I grant Community Users read access to all accounts and contacts, but only edit access to the logged-in user contact and related account? We have Community User licenses only.
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Deletion of records who created it

For example am the owner of the record then only i should be able to delete the record, And i should not be able to delete records created by others.I cant give ModifyAll permission to that profile as ...
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Share custom object related to Opportunity with Opportunity Team

I have a question surronding sharing of related records with Opportunity teams. We have an custom object A related to the Opportunity object. Opportunities are Public, while Object A is private. Is it ...
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Do we need to set up Roles if we don't care about record ownership?

We have set our org up with Org Wide Defaults set to Private on a few objects. We open them up via Profiles and criteria-based Sharing Rules to Public Groups made up of users. Record ownership means ...
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Opportunity Sharing Rule creation option not available

In one of my org I changed the OWD for Opportunity from Public Read Only to Private. However, I can't see the option to create a new sharing rule for Opportunity. What could be the possible reason for ...
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Sharing rule vs Without sharing apex class

Need recommendation regarding sharing a custom object(Relationship) records to community users: We have a customer community accessible for community users(customer community license), the requirement ...
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Class with sharing get access just to records from the current user?

Need to update related records based in a field value from the parent record. If I use with sharing in class, just the records that the current user has access will be updated?
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2 votes
1 answer
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Unable to see "StartsWith" on Criteria Based Sharing Rule on the UI, even though it is successfully deployed to the org

I have a situation in which I had to create a Criteria Based Sharing Rule with "StartsWith" for a field. However, the only option via the UI I see available as operator are Equals & Not ...
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3 votes
1 answer
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How can I match ID and fullName of AccountShare?

Querying AccountShare When I query for an AccountShare, I get some interesting stuff, including an ID but no name, label or fullname : SELECT ID, RowCause, UserOrGroupId, AccountAccessLevel, ...
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How to Set Record Level Security for particular Records [closed]

How to set security setting if region equal north america then only that particular role can see and edit that opportunity not the other users roles. For Now If Region is "North America" ...
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Issue with Contact Sharing rule for Site Guest User

I create a public site with the following settings: Enable "Assign new records created by Salesforce Sites guest users to a default owner in the org". Set contact Internal/External Access ...
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Combine record owner based and criteria based rule types in sharing settings

I have a role hierarchy in my org. The hierarchy is : a. Sales Director a1. Direct Sales a1.1 SME Sales Coordinator a2. Indirect Sales Also, i have a partner user who creates Account records in ...
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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 ...
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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 ...
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1 answer
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Manual Sharing Rules Mysteriously Removed

We also have an issue where Salesforce Support hasn't been a lot of help. We have some Apex code that was developed by a Salesforce contractor. We have a custom object and we have Apex code making a ...
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Account Territory Sharing Rule remediation in Enterprise Territory Management

Account Territory Sharing rule is no longer available to ETM, and as per salesforce the remediation should be like below: Original Territory Management (TM1) to Enterprise Territory Management (ETM/...
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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-...
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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?
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Standard Criteria Sharing or Apex Sharing Needed?

I have child object that hangs off the standard Contact object. I am wanting to create a criteria-based sharing rule that uses 3 or 4 fields on the child object to determine if the Contact record ...
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Does adding all the roles in to a group and creating a sharing rule with read only with the same group make the owner permission read only?

I have around 20 roles in the same level, like this: (not showing the parents of a and b) | | a b (level x) | | ------ --------- | | | | | a1, a2 ...
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Custom object referencing Account when there is no access to Account

Suppose I have Account as Private OWD (Sharing model). I also have a My_Custom__c custom object that has a Lookup field to Account. Provided I know the Id of a valid Account that I do not have ...
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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 ...
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