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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.

2
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0answers
11 views

insufficient access rights on cross-reference id while deploy sharing rules

Getting the error while on deploy package with sharing rules. ... <sharingCriteriaRules> <fullName>Access_Refund_UK_Supervisor_UK</fullName> <accessLevel>Edit</...
1
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2answers
30 views

How to allow edit access to for certain record types only

I need all user to be able to see all opportunities. However, Department A should only be able to edit opportunities assigned to 3 record types (x,y,z) and Department B should only be able to edit ...
1
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2answers
31 views

User unable to edit created Contract

OWD for Account and Contract is Public Read-Only. As we know that Account and Contract have Master-Detail relationship. Whenever a user creates Contract record the owner of the record is being ...
0
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0answers
16 views

Cannot open Activity related to a custom object

I have a custom object "Service File". I have many calendar event where "Service File" is parent. System admin can see all the activities (calendar) in the related list of "service File", but cannot ...
0
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2answers
36 views

Sharing Rule is not granting access to a public group

I am working with an object called Scope Library. I want users to have read access by default. I want the group Presales to have read, edit and create access on the object. To give users read only ...
4
votes
2answers
74 views

Is there a typesafe way to work with rowCause?

On the project I'm currently working with, we have Apex Sharing Rules. I see we are passing rowCause as a String everywhere. But the values of these Strings look like API names. Is there a typesafe ...
0
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1answer
17 views

Hide user records from certain groups of users

I have a requirement in my org as below I have a set of users who can access only limited set of data(say 3 objects data). In their profile I have removed cred permisions to other objects except 3 ...
0
votes
1answer
64 views

Is it possible to use Lightning Data Services \ <force:recordData without sharing rules \ field level security?

It is possible to declare a Apex controller class as public without sharing class noSharing { } Is it possible to use Lightning Data Services <force:recordData Without sharing \ field level ...
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0answers
25 views

Sharing in Salesforce Community

I have a report based on a custom object X. X has a lookup to Account. The report is for Partner Community users. A commnunity user should only see the records of object X associated to the Account ...
1
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1answer
30 views

Enable users to change the owner of a case that does not belong to them

I have an org in which a profile had a sharing setting on the cases that permit the users to see and modify all cases (not only the ones they own). The profile have the rights to read, create, modify ...
2
votes
1answer
75 views

community plus user with sharing rule read/write on contact soqls running longer in winter 19

I need help in resolving the below issue. I have a community plus user. The user is part of public group and the group has read/write access to all contact records and read access to account records ...
2
votes
1answer
73 views

Contact Sharing Rules - No Account

When a contact does not have an account assigned, it is not visible to users, even if there is a contact sharing rule active that shares the contact to their role. As as admin, I have looked at the ...
2
votes
1answer
268 views

Sharing rules and Inner classes

If I have 2 classes, Class A and class B. Class B has an inner class called Class C. Class A calls class C. My question is whether class c enforces sharing rules or not. Public with sharing class a{ ...
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0answers
14 views

Account sharing rules based on province/state code

I have a criteria based sharing rule that is supposed to provide access to a group of users based on the shipping province/state code of the accounts. <?xml version="1.0" encoding="UTF-8"?> &...
0
votes
1answer
35 views

Users can still search Accounts even when sharing settings prevents them

I have this situation. In our sharing settings we have Account Sharing Rules that says something like: Rule 01: If an account record has a value 'ABC' in field01, then ONLY users with Role, 'RoleABC'...
2
votes
1answer
44 views

How to Activity Access Levels work in SF. When you set “Controlled by Parent” to Activities

I have imported 2 organizations(Account(type- abc, xyz) & events) data into one production organization.And created two users (salesforce platform license) called A, B and set the OWD is priavte ...
2
votes
1answer
159 views

How to give the access to show all calendar events in admin user side in salesforce?

I created calendar event through admin side, It will be showing standard calendar events. Now I created another event through User A, He is standard user profile. But my doubt is User A already ...
0
votes
2answers
40 views

Sharing rules to meet the certain criteria

In Account Object, I have created a field salesperson and it has a lookup relation with the user object. If the user is selected as the salesperson for a record, that user able to see those records, ...
2
votes
1answer
88 views

How to Hide Calendar/Activity Details by user wise?

I have imported A,B,C,D User Event details in Admin User. those all user events are Showing in admin calendar view. like below Image. How can i see particular users details in separate tab like ...
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1answer
26 views

Sharing Rule to share custom Obj [closed]

I haven't worked on Sharing Rule Before can anyone please help me. I want to share 'Story' custom Object. When Share checkbox is checked, share Story record with Role and Hierarchy - Exec Director ...
0
votes
1answer
70 views

Sharing button in Salesforce Platform licence custom objects

I am created one custom object name is Test. after i have imported 50 records data to Test object. here i have two users system administrator and salesforce platform user. my requirement is need to ...
0
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0answers
42 views

Sharing settings are not working as expected

OWD is set to Private and Grant Role Hierarchy is enabled. Sharing Settings is created for a custom object to give Read Only permission for that object to a Group based on some conditions. But ...
1
vote
1answer
72 views

Contacts visibility to site guest user

My site guest user needs access for all the contacts in the instance. Right now site guest users can access contacts created by guest user. They are not able to access contacts created by Salesforce ...
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0answers
73 views

Override Standard “Insufficient Access rights” Message with custom error

I'm trying to override the standard "* insufficient access rights on object id" error message for users who do not have "write" access to records. I'd like to change the message for better UI ...
2
votes
1answer
130 views

Changing Lead Ownership for Siblings in Role Hierarchy

I have 2 roles in my org: A & B. They users assigned to the role A have permissions to 'Create/View/Edit the Lead object as well as permission to 'Transfer Leads' and 'Transfer Records'. A and B ...
1
vote
1answer
33 views

best practices around Account sharing?

this question might sound silly but it's around best practices and performance and security.. What is the best way to sharing account Internal Sharing... 1. OWD -- Public or 2. OWD - private ...
0
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1answer
39 views

Can records (such as accounts, contacts, and opportunities) be shared with Partner Community users?

A client wants to explicitly share private data with Partner Community users. For example, their Salesforce administrator needs to share Account A with Partner User A, but Partner User B should not ...
1
vote
1answer
67 views

Give access to Roles and Subordinates for already exsisting cases

I have Case and its Child Transaction-1 and Transaction-2. Transaction-1 and Transaction-2 has lookup relationship to Case. Case, Transaction-1 and Transaction-2 OWD is Private. In Prod box, I have ...
0
votes
1answer
26 views

Need to restrict Data for certain profile

Is there any way to restrict data with a record type on Leads Object: Lead Record Type: Bank Profile: Sales I had created a sharing setting on Lead and added other record types excluding bank, but ...
0
votes
2answers
140 views

system.security.NoAccessException even if controller APEX class is of type without sharing

I have a visual force page with standard controller (of type standard object) and controller extension. controller extension for page is of type without sharing. On this page, I am binding fields ...
0
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0answers
56 views

Case OWD is set to private and yet other profiles can edit records

I have a problem, it's driving me crazy. The Case OWD is set to private (so only the owner and the those who are superior in hierarchy can view/edit it). yet, other profiles (who have: edit,create,...
0
votes
1answer
123 views

Restrict Search result by record type.

I want to be able to restrict search result of an object by assigned record type. for example XYZ profile should only be able to see records from XYZ1 record type and ABC profile should only be able ...
0
votes
0answers
9 views

Error: Action $Action.Opportunity.Share is not valid for this organization (in function URLFOR) [duplicate]

While saving the vf page <apex:page StandardController="opportunity"> <apex:form> <apex:commandButton action=">{!URLFOR($Action.Opportunity.Share,Opportunity.Id)}" value="...
0
votes
1answer
18 views

Adding a custom button and sharing records

I am having a problem implementing a requirement. I have an object called Credentials and this credential object have two fields name and password. Now, the requirement is, a user called Manager ...
0
votes
1answer
243 views

how to share a record to particular user

there is a lookup field with User object UserLookup__c : when the field is not empty , share that particular record to selected user in the lookup field. how can we achieve this 1. I think we can ...
0
votes
1answer
49 views

Display users related to territory on Account

I have 2 standard objects, Accounts and Users and the Territory object. Accounts and Users have a lookup to the Territory. I need to display the user only accounts from his territory. How correctly to ...
0
votes
1answer
71 views

When Roles & Subordinates category will be visible in Public group

Based on Salesforce documents Roles and Subordinates category contains partner portal and Customer Portal roles that contain users with a portal license type. But in my org, once the community is ...
1
vote
2answers
304 views

Setting View All Access for Customer Community Plus User

My org has External Sharing Model enabled. It has Custom object with Default External Access set to Private. Now I need that custom object to be shared with (read access) all users in specific ...
0
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0answers
24 views

Salesforce Role Hierarchy On The Basis Of Zone

I have many account records and each account have field 'Zone' filled with North,South, East, West and central.I have 5 users. Requirement:- I want to make north user to read/write/edit all account ...
0
votes
1answer
177 views

How do I share a User's records with its subordinates?

I have a use case where the default sharing for an Object is set to "Private". When a user creates a new record, however, they want their subordinates to be able to work with it as well. It's a ...
3
votes
1answer
97 views

How can we maintain access to the creator a Case at all times, even when its owner has been changed to Queue

I had written a Workflow rule based on which a case gets auto-assigned to a "Customer Service Representative" queue. Now the problem is that as soon as the case is created, the creator gets ...
0
votes
1answer
27 views

share record depend upon field value

I have one custom object, in that one field named as 'status' - pick list value. my requirement is - when the status field goes to 'assigned',all profiles in org can able to see the record.if the pick ...
2
votes
2answers
689 views

Sharing rules not working on Partner Community Users

I have partner community enabled. I want to display Account, Contact and Opportunity records to the Community users only if they fulfill particular criteria. What I've already done is as follows : ...
0
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0answers
85 views

Impact of validation of package.xml having Sharing Rule

I am planning to deploy few sharing rules on Account, Contact object from UAT to PROD through package.xml. Before actual deployment, I would like to just validate the package against production ...
0
votes
2answers
24 views

Edit access - 2 profiles

I have 2 profiles A and B. Both have same access on Account object and have same permission sets. profile A cannot edit the account but profile B can. What could be causing this? anything I am missing ...
2
votes
1answer
164 views

Use APEX to give users Sharing Access to a custom object

I'm trying to find out how to programmatically create a Sharing Access Rule for a custom object when an event occurs. For example, I have a Community active with some Portal users. Whenever one of ...
0
votes
0answers
38 views

Sharing rule for report content

I want to show a report to external community user. I created a report in SF admin side and then exposed it on the community portal. But the report shows all the records. I only want the external ...
1
vote
2answers
319 views

Does ownership based sharing rule also shares records of users' subordinates?

Sales Manager A has subordinates A1, A2. Sales Manager B has subordinates B1, B2. Using ownership based sharing rule, records owned by A are shard with B. Does it also share records owned by A1 and ...
-1
votes
1answer
175 views

Deferred Sharing mode?

What is deferred sharing mode in salesforce ? will the sharing rules work when the deferred sharing mode is on ? I observe that the sharing rules don't work when the deferred sharing mode is on and ...
0
votes
1answer
1k views

Restrict record access based on record type

We have requirement : For Operations profile -- we want them to not see any Opportunity Record Type = Grant; or Opportunity Record Type = Report. So regarding that requirement we have did ...