Questions tagged [sharing-rule]

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

Filter by
Sorted by
Tagged with
0
votes
1answer
25 views

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" ...
1
vote
0answers
53 views

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 ...
0
votes
1answer
25 views

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 ...
0
votes
1answer
18 views

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 ...
0
votes
1answer
22 views

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 ...
0
votes
0answers
29 views

Field Service Lightning - Users with User territory records cannot view parent records if the parent records are owner by manager role

I have an issue where I've created user territory records for the users to view any records which are created in the territory however the users cannot see records when owner by user in higher role . ...
2
votes
1answer
45 views

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 ...
0
votes
0answers
14 views

Report to List All Users Affected By A Role & Subordinates Sharing Rule

What is the best way to generate a list of all Sharing Rules that are NOT currently impacting any Active Users? I need to do this in an environment that involves numerous sharing rules that use Role ...
1
vote
0answers
57 views

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/...
1
vote
0answers
54 views

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-...
0
votes
0answers
40 views

Access to Contacts via Related Accounts in Communities

Consider the following scenario: Salesforce has multiple accounts for Contacts set up Contact A has access to Account 1 and 2 (1 is the primary account) Contact B has access to Account 2 and 1 (2 is ...
0
votes
2answers
58 views

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?
0
votes
0answers
11 views

Hide Activities from other users

Is there a way to hide activities from some users if they have access to the respective account record. e.g : let say there are A1, A2, A3, A4, A5 activities on Account and there are two users U1 and ...
0
votes
1answer
16 views

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 ...
0
votes
2answers
20 views

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 ...
0
votes
1answer
24 views

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 ...
0
votes
2answers
25 views

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 ...
1
vote
2answers
58 views

Can Contacts see others Contacts that belong to a different Account?

As a Customer Community User from account A, I want to see contacts that belong to account B Is the above possible? I tried a Contact Sharing Rule without success and even a Manual Sharing (image ...
1
vote
1answer
32 views

Sharing rules not respected for related queries

I have set my Account to Private. I have Activity (Task) set to Private I have two users - Joe Schmoe and Karen Hoyts. I have created an account Joe's Account. Under that account, i create a task ...
1
vote
0answers
39 views

Automatic sharing rules for related objects

I have a custom object My_Object__c. This object has a lookup to Account and it's OWD is Private. I want to make it so whenever an Account Owner changes, they can get Read/Write access to ...
0
votes
0answers
21 views

Topics for Objects as a Guest User in Community

Problem: As a Guest User, I'm not able to list/read Topics for Objects in a Community. Some background: I created an apex method that fetches Topics: public with sharing class Topics { @...
0
votes
1answer
276 views

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 ...
0
votes
1answer
107 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?
1
vote
0answers
38 views

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 ...
2
votes
0answers
82 views

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 ...
3
votes
1answer
271 views

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....
1
vote
0answers
102 views

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 ...
1
vote
0answers
45 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 ...
3
votes
2answers
223 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" ...
0
votes
0answers
23 views

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 ...
0
votes
0answers
15 views

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?
0
votes
0answers
56 views

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 ...
0
votes
0answers
26 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 ...
0
votes
1answer
236 views

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....
2
votes
1answer
83 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 ...
0
votes
0answers
30 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 ...
0
votes
1answer
129 views

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 ...
0
votes
0answers
26 views

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. ...
0
votes
1answer
186 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 ...
1
vote
1answer
84 views

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?
1
vote
1answer
114 views

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 ...
0
votes
1answer
211 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 ...
0
votes
1answer
189 views

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 ...
0
votes
0answers
22 views

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 ...
0
votes
1answer
206 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 ...
-3
votes
1answer
102 views

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 ...
4
votes
0answers
60 views

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 ...
2
votes
1answer
141 views

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?
0
votes
1answer
46 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,...
0
votes
1answer
96 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 ...