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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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Best way to limit visibility of contacts

I am looking for the best way to limit the visibility of the "Contacts" object for some users. We are a secondment company that constantly has a flow of new contacts, but also contacts who ...
Tushar Jadav's user avatar
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2 votes
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Record Level Security of OpportunityHistory

I'm trying to figure out wether my Opportunity Trigger Handler should be without sharing or with sharing. The trigger operates only on Opportunities that the user has access to, but it is necessary ...
louis's user avatar
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How can i open access to Opportunity Activities?

User 1 is the owner of an opportunity and he has activities. User 2 is same in the hierarchy comparing to the first user but he cannot see the first user's opportunity activities on digital ...
Irv's user avatar
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1 answer
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Opportunity Sharing Rules - Criteria-Based - Field Amount Not Available

I'm trying to create a sharing rule on Opportunity, criteria-base, and I want to add the field Amount to this rule. Field Amount is not available and I'd like to know why. Thank you all.
Flávio da Silva Ferreira's user avatar
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Can't access financial goals object in Financial Cloud (FSC) using apex

I am trying to access financial goal object from my financial cloud using apex command as follows: Map<String, Schema.SObjectType> allSObjects = Schema.getGlobalDescribe(); for (String ...
Komal Riaz's user avatar
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I would like to share sharing permissions for the list view function by profile

I want to set sharing permissions for the list view function for each profile. Is there a way to disable certain “A” profile user groups from using the “all users can see this view” feature and only ...
misiaji's user avatar
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1 answer
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How to overcome the error `Specify a guest user’s nickname for the guestUser field`?

We are trying to put Sharing Rule into unlocked package to share access to the Knowledge records using Sharing Rules and we receive the following error: Details: Knowledge__kav....
Patlatus's user avatar
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Enabled Create Quotes Without a Related Opportunity but don't have permissions

I enabled 'Create Quotes Without a Related Opportunity' within our org. I then went to follow this Salesforce Help Article and create a sharing rule for Quote. However, I am still getting the message ...
Katherine B's user avatar
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Experience Cloud Parent-Child Permissions

I have a parent object, called Tracker. There are many child objects for this parent object, one of them is called GPA. In our Contact object, we have a Most Recent Role field; there are two options ...
Niharika Ray's user avatar
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41 views

OWD and Profile Security Settings

I am facing an issue. 2 Custom objects Job(master) and Candidate (child). Job - parent (OWD private) (Custom Profile permission - Read permission only) Candidate - Child (OWD Controlled by parent) (...
Rashmi Shankhpal's user avatar
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Orchestration Work Item Sharing Rule Metadata

I am currently trying to deploy a sharing rule for the Orchestration Work Item via a CI/CD process, but cannot for hte life of me figure out how to get this via metadata. I assumed I could create a ...
bpilling's user avatar
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do queue ownership based sharing rules evaluate queue members?

i'm simplifying sharing on an object by changing ownership to queues and adding sharing rules to groups to grant read access as required. i ran into some doubts this morning bc of the language on the ...
gorav's user avatar
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Campaign Member Sharing Rules

I need to create a Sharing Rule that only allows Users to see Campaign Members where they are the record owner of the Contact or Lead that corresponds with the Campaign Member. Sharing Rules don't ...
Dan Watkoski's user avatar
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363 views

Issue deploying Sharing Rules via SFDX

I am trying to deploy metadata into a scratch org from source control. The deployment is succeeding without any errors, but only Account sharing rules are deployed. Sharing rules for custom objects ...
jfraser's user avatar
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57 views

Users higher in the role is getting access to records owned by role below them when Grant Access Using Hierarchies is unchecked

I am testing on how the Grant access using hierarchies work. Here is the setting I have as of now for testing - Two users User 1 - Role - Director, Direct Sales User 2 - Role - Western Sales Team As ...
sumchans's user avatar
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Data Not Available You do not have Edit access to one of the two records you are trying to merge

I am getting following error while viewing record in salesforce. But same record is visible in related list of parent opportunity record and also I can even query this record with SOQL query using ...
Satishakumar Awati's user avatar
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1 answer
283 views

Contract records access

Here is the sharing settings for account/contract: Our experience users (community) have to access (read/write) the contract records under the account their contact is linked to but only those ones. ...
Fabien Braconnier's user avatar
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Retrieve Sharing rules via tooling api [duplicate]

so firstly I am not very clear about what the tooling api on workbench is/does (I guess basically retrieve information about metadata objects?), but I have been able utilize to help me greatly with ...
Daniel Sieden's user avatar
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53 views

Is there a way to replicate the information return in the Sharing Hierarchy view using Apex?

I'm wondering if there is a reasonably simple way to using Apex to return the data shown for one particular user in the "Sharing Hierarchy" view? Looking at individual users in the Sharing ...
lemming's user avatar
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1k views

Able to view the Account records even though OWD set to private and removed all permissions like view all & modify all

I have created the sharing rule to share ony specific record type record to shared with a group. my object is Account and Org-Wide Defaults set to the Private, removed the permissions like view all &...
BRAHMA REDDY's user avatar
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1 answer
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Package version creation results in field integrity exception (Case access level below organization default)

I am trying to create a package version. My dev hub has the following for case: Running a query under dev console gives me: When I try to create a package version, I get : Practice_Assignment_Team: ...
Strong Like Bull's user avatar
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298 views

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 ...
Avinash's user avatar
1 vote
0 answers
83 views

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 ...
Eugene Vabishchevich's user avatar
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1 answer
730 views

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 ...
Patlatus's user avatar
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275 views

Getting UNKNOWN_EXCEPTION while updating SharingCriteriaRule using Metadata API

I am trying to update the access of SharingRule using the Metadata API from APEX. I have created a MetadataService class using https://github.com/financialforcedev/apex-mdapi/blob/master/apex-mdapi/...
yash patel's user avatar
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0 answers
1k views

The best way to share all records of an object using an ownership based sharing rule

To share all records of an object, I've always used sharing rules from public group - all internal users to group/role/etc Just discovered that this approach does not share records owned by Queues. I ...
gorav's user avatar
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1 answer
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Use Screenflow to change record type

Can someone help us with this issue? We have two record types for the account object; Vendor and Resident. The sharing rule on the Account object is set to Public Read only. Now, a user with a custom ...
Enoch's user avatar
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1 answer
2k views

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 ...
Matt Pugh's user avatar
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0 answers
99 views

Sharing Record with partner users

Let me explain concept first.we have one concept called retail copy like when ever Power partner wants to access any person account which is created by standard users of salesforce.he should do retail ...
SHEK MEHARAJ AHMAD's user avatar
-1 votes
1 answer
697 views

How does Ownership in manual sharing a single record work?

I was asked a question: If A and B are two users and A manually shares a record he owns to User B and then he leaves the organization. Now a third User comes and gets the Ownership of the record in ...
Amax1's user avatar
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457 views

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 ...
Sammy Schnor's user avatar
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0 answers
1k views

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 ...
Tom's user avatar
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1 answer
2k views

If Object A is Master and Object B is Detail. OWD for Object A is private. Can you show records of Object B to User X when X is not the system admin?

I know that for Custom Objects in Master Detail relationship, the OWD for child is 'Controlled by parent'. So here as OWD for Object A is private it means that even records of Object B (child) should ...
Amax1's user avatar
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1 vote
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Sharing Rules on Activities [duplicate]

OWD as follows A user in the role of 'Customer Support Agent' should be able to view Activities related to Accounts and Contacts they do not own. Since Sharing Rule on Activities is not possible. ...
GroundToCloud's user avatar
0 votes
1 answer
935 views

Share child account data with parent account users in experience

We have a requirement to share child account data ( Contact, ChildObject1__c and ChildObject2__c) with parent account users. We tried sharing the records by using Account Relationships and it works ...
Hareesh Mohan's user avatar
0 votes
1 answer
666 views

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 ...
SFGest's user avatar
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0 votes
1 answer
451 views

Testing Sharing settings and record visibility in Apex - No Records found

Can you help me to see whether the below is actually possible in Apex? We're setting up Sharing Settings in our development Org and I want to have a quick way of knowing whether what we've built is ...
xouns's user avatar
  • 135
1 vote
0 answers
461 views

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 ...
Sukruti's user avatar
  • 472
1 vote
1 answer
2k views

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 ...
Salesforce Development's user avatar
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0 answers
484 views

Restricting visibility to Contact records based on a field

I'm trying to lock down visibility to certain contacts in SFDC. We have a field on Contact that is populated by a Flow and it is one value that we care about. The field is called 'Record Type Account'....
Csongor's user avatar
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0 votes
0 answers
346 views

Create sharing rule with apex-mdapi. Issue - required field missing

I try to create sharing rule using apex-mdapi. There is suitable method in Examples class, anyway it gives me Variable does not exist: sharedFrom error. I added sharedFrom field to SharingCriteriaRule ...
Maciej Król's user avatar
0 votes
1 answer
2k views

Gave User Read Only Permission In Sharing Setting but Able to Edit Records when OWD is Private

I want a user to see all the records of Quote object of other users based on some criteria, I created a sharing rule on the opportunity to share records with that user and gave read-only permission ...
forceDev's user avatar
0 votes
1 answer
332 views

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 ...
zaitsman's user avatar
  • 1,950
3 votes
1 answer
4k 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. ...
malacdon's user avatar
  • 321
0 votes
1 answer
853 views

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, ...
Dave's user avatar
  • 61
0 votes
1 answer
895 views

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 ...
compski's user avatar
  • 1,352
0 votes
0 answers
241 views

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 ...
TheArchitecta's user avatar
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0 answers
166 views

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 ...
Dante Revealed's user avatar
0 votes
0 answers
791 views

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 ...
thinker's user avatar
  • 1,442
1 vote
1 answer
340 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 ...
Swisher Sweet's user avatar

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