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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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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29 views

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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12 views

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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28 views

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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25 views

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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1answer
34 views

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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1answer
33 views

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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1answer
38 views

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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43 views

Lookup field filter based on running user and roles

Is it possible to use the lookup filter by roles? I'm trying to do the following: Person 01: (Role: CEO 01) ---> Assistant 01 Person 02: (Role: CEO 02) ---> Assistant 02 The thing I'm trying to ...
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140 views

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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31 views

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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54 views

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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100 views

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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42 views

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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7 views

Share records with role based on specific Filed value and role of the record owner

On the Account object, there is a picklist field with value "Domestic" and "Export". User with role name "RSM" created two records for both the value "Domestic" ...
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1answer
50 views

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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32 views

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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43 views

Can not delete Account field because of Criteria Based Sharing Rule

I am trying to delete a field from the Account object but when I try to do so, I get: This custom field is referenced elsewhere in salesforce.com. Criteria-based Sharing Rules After looking ...
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122 views

Share records owned by customer community users in Salesforce

I have been working on setting up sharing rules to share data owned by Community Users, and came across a conclusion. Hence, I would appreciate if I can give a feedback on the same, and also how can ...
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34 views

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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65 views

How Customer Community Plus Login Licence User Can Delete Records of Other User Who have Same Profile and Licence

How Customer Community Plus Login Licence User Can Delete Records of Other user Who have Same Profile and Licence. Following are not Worked for me : On Profile Level their is No Option to Give ...
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1answer
122 views

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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1answer
38 views

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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1answer
36 views

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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54 views

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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31 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" ...
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261 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 ...
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1answer
357 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 ...
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1answer
26 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 ...
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1answer
26 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 ...
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478 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 . ...
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1answer
243 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 ...
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331 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/...
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635 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-...
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306 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?
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1answer
35 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 ...
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31 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 ...
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1answer
25 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 ...
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31 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 ...
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116 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 ...
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1answer
39 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 ...
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41 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 ...
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2k 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 ...
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1answer
338 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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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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202 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 ...
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1k 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....
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276 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 ...