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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How to retrieve a list of sharing rules per object via SOQL?

I am looking for a quick way to retrieve all the sharing rules for Account and Opportunity object via SOQL. As per my research, I found two objects AccountShare and OpportunityShare, but this will ...
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38 views

Apex managed sharing limits?

I've implemented a User Managed Sharing Using Apex and need to know are there any limits for Apex User Managed Sharing for standard or for custom objects?
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share record and associated records

I have an object called Country__c, and this object has related records of a custom object called City__c. I am manually sharing the Country records using the sharing button. However, after sharing ...
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How to use PersonMailingCountry in sharing rules?

I have a requirement where I need to create a sharing rule on person accounts based on the person mailing country field (part of PersonMailingAddress field). When I run a soql query I can find the ...
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Community - sharing rule/Guest profile

On Friday I implemented the Guest record level security in production. I added sharing rules. Everything looked great. This evening I needed to give the Guest user profile access to a custom field ...
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What does Read/Write on Sharing Setting mean when Profile for Object is Read only?

I was troubleshooting a scenario where a User was trying to create a Related Record (say Object A) on Opportunity which had a Master Detail relationship and was facing insufficient rights access issue....
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Do sharing rules have impact on Automated Process user?

Due to the critical updates that will impact guest users, I have to do a rework on some apex classes and triggers that assigns the ownership to the guest user. To overcome this problem, the new owner ...
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28 views

Need more than 50 Sharing Rules - now what?

The Requirement: Our organisation works in ~30 countries and has 6 groupings of workers ("Core Competencies") within each country. We have a number of Objects with OWD = Private and we need to ...
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51 views

Can I force a unit test to wait for a Sharing Rule to be created?

Ideally, I'd like to write a unit test to help me "dummy check" for unexpected effects of the upcoming guest user sharing setting changes. We'd had some controller/trigger code "gracefully handling" ...
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Manual Sharing related question

I have 2 Objects A and B-- relationship master detail. OWD on A- Private OWD on B- controlled by parent If I manually share A records with other user will they get access to B as well? provided i have ...
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Dynamically share cases with group if the case was created by a group

So I have 50 groups of people where if in the group, a user creates a case, that case should be shared with the rest of the group. Do I have any option besides creating 50 sharing rules?
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is Sharing rules get recalcuated on deployment of Same OWD

I have one repository where i have OWD for account,contact and some other custom objects which is same as in salesforce org. Is Sharing rules getting recalculated if I deployed the same OWD. Please ...
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22 views

Is it possible to hide skills in Field Service Lightning Gantt?

I am trying to hide un-related skills from users in the FSL gantt chart. It looks like the current functionality displays all service resource skills regardless. I've been looking at the sharing ...
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Can I Delete Sharing Record with Flow? Salesforce

I'm currently using flows to provide Read/Write access to records associated with a related object record using userIDs from two lookup fields. (similar to this method: https://salesforce....
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63 views

Is there a way to determine by Apex if `Grant Access Using Hierarchies` is turned on or off?

We have a requirement to display list of records available at territory selected. Since Grant Access Using Hierarchies can be turned on or off this can affect the records we need to display. We don't ...
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29 views

Access Granted Through Sharing Rules is Inconsistent - Keep Having to Recalculate

We're having a problem where we are continuously having to manually recalculate sharing rules in an org. Account OWD is set to Private. Sharing Rule 1: Account lookup field is populated by a certain ...
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Best practice for controlling record access based on User's Country

The requirement: All Users in South Africa should only be able to edit Accounts (parent) where Country = "South Africa". They should also be able to edit all Projects (child) and Project Roles (...
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Update OWD using metadata for custom objects

Requirement- I have many custom object whose OWD I need to change.Almost 50 managed package Objects are there which i need to consider .Is this possible to do it by metadata (package) or what is the ...
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SharingRule is not being shown as RowCause in OpportunityShare record

I have granted a User access to an Opportunity record through an Opportunity sharing rule. Now I can see in the UserRecordAccess Object that the User has access to this particular Opportunity record. ...
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74 views

Alternatives to RunAs for user context in test classes?

I need to run a test method in the context of a user because of a conditional default field being set based on parts of the users email address. The problem: I only need the users email address in ...
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Sharing Rule Calculations Missing Buttons

I am missing the buttons on the Share Calculations (suspend, resume, recalc). How do I get these visible on the page?
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AllInternalUsers group not working on scratch org

I was trying to test sharing rules on a custom object: Record_For_Sharing__c The object's organisation-wide default sharing setting is private for both external and internal users. I added a sharing ...
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1answer
76 views

SFDX: How to pull SharingRules from scratch org to local?

I changed the CustomObject__c OWD to Private. I created a sharing rule through Apex trigger. When I pulled it, it only pulls the Trigger, Class, and CustomObject__c.meta BUT no sharingRule xml. That's ...
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Sharing Rule does not appear to be granting user Edit Access

I have a custom object with OWD=Public Read Only. I have configured a criteria based sharing rule to extend Read/Write on the object to a public group. My user who is in the public group still cannot ...
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Account sharing Rule

My requirement is "Log in as any user with a profile other than System Administrator. Ensure the user has access to view all Account record types but is only able to create and edit those with the ...
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112 views

Dynamic Sharing Rules Based on Formula Work Around

I have 4 custom objects I'm using that are all set to private - Project Location, Project, Field Items & Materials. I have multiple Roles that need access to all these records depending on if ...
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Ability to the employee user to edit the records created by manager

I have 2 roles (Manager and Employee). Employee reports to Manager. Employees should be able to edit Case records created by manager. OWD on the Case object is Private. Created a criteria based ...
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Sharing rule causes sibling access leakage

(I actually think this might be a bug...) Note: Org-wide defaults on accounts/contacts/opportunities/cases are all set to "Private". I have the following role hierarchy: As expected, Team Lead 3 ...
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Sending Email from Case to a contact on which you don't have access

I promise all the following questions are very closely related to answer the question What happens when the case owner tries to send email from Case (via feed) if the case owner does not have access ...
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Sharing Rules for Knowledge in Salesforce

Is it possible to create sharing rules for Knowledge? How can I share knowledge record with Role/Public Groups?
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deployment error to prod

I am trying to deploy all my items in a sandbox to production (brand new production instance). When deploying , I am getting the following errors. Does anyone know how to resolve this?
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41 views

Able To Delete Sobject Even if No permission for User

I have an Invoice Object inovice1, A profile sales1.Profile sales1 have no crud permission for invoice1 object not even read. Also OWD for Invoice object is set to private.Still I am able to insert,...
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88 views

“Allow Delete Only If” Permission

Disclaimer: Permission settings newbie here. In my org, there are 3 departments. I've set up a role hierarchy with three branches where each head of department (HOD) is at the top. Underneath is ...
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Unable to add specific record type in the criteria while declaring a sharing rule

I have 2 record types: PSP and Closed PSP of the Case object. While declaring a sharing Rule, I am trying to add Closed PSP as a record type in one of the sharing rule. But I am getting the error as ...
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34 views

Account Record Access Issue

I have a user with custom profile and role. The account is private in OWD and Read, Create, Edit access in profile. And we also have sharing rules on account where if records owner is in group, the ...
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Record not visible for Community users through Apex class

We have an Apex class which provides data for our mobile app(sdk not sf1) through an API. This app users are of community users. The Apex class used here is declared as Without Sharing but when users ...
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136 views

Sharing of a junction object

What access would a junction object have if one master object has read-write access while the other master object has read access through the sharing rules with organization-wide defaults private for ...
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74 views

Delete sharing of record with “All Internal Users” for Survey in Apex

Whenever I create a Survey record, it is automatically shared with "All Internal Users". This is not letting me share the records according to Sharing settings. Instead of manually deleting that row, ...
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248 views

Case Creator unable to view case once case ownership changes to queue

This seems basic but I cannot figure out how to do this. Here are my requirements: When a User submits a developer issue case, the case gets assigned to the developer issue queue (Complete. done by ...
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120 views

Set default value of 'Default External Access' to Private for new Objects

In Sharing setting, is there any way we can set the default value of 'Default External Access' to Private for new Objects? Like, whenever an Object comes in, the 'Default External Access' should set ...
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Does too many users in salesforce org impact salesforce performance.How does it impact?

If a salesforce org has more than 150k users does it impact the Salesforce performance ? And in what scenarios . How do we approach these performance issues.
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Sharing rules is created but not working on scratch org

I recently try to create a sharing rules on a custom object in a scratch org. Custom object: Foo__c Field: only the default name field. Foo Sharing Settings: Default Internal Access: Private ...
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1answer
797 views

Criteria based sharing filter does not include formula fields?

I have a formula field that is a value from a look up object. Now when into sharing by criteria, I am unable to view this formula field in order to filter by criteria. Now is it safe to assume that ...
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38 views

Dont want to associated contact to other objects if status is pending

i want a rule where i dont want to associated contact to other objects if contact status is pending.I am not sure how can i achieve this .any suggestion
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Share accounts by field value

I need to share account's (read access) based on a lookup on account. I have a community of partners in which I have two profiles, manager and promoter. All promoters should have read access at the ...
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1answer
54 views

Customer Community Sharing (any update)

We have a customer community set up, and we are sharing custom objects based on a lookup to account. We created a sharing set - selected the correct profile and then we added sharing based on user....
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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</...
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2answers
2k 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 ...
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2answers
206 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 ...
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2answers
313 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 ...