Podcast #128: We chat with Kent C Dodds about why he loves React and discuss what life was like in the dark days before Git. Listen now.

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
0answers
12 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
28 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
50 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
23 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
0answers
18 views

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 (...
0
votes
1answer
34 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
23 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
38 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 ...
0
votes
1answer
34 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?
0
votes
0answers
23 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
30 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
19 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
21 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
62 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
48 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
42 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 ...
0
votes
0answers
15 views

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 ...
0
votes
0answers
27 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
0answers
16 views

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?
0
votes
1answer
40 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
79 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 ...
0
votes
1answer
17 views

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 ...
0
votes
0answers
33 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 ...
0
votes
0answers
31 views

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 ...
1
vote
1answer
79 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 ...
0
votes
0answers
56 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, ...
0
votes
2answers
92 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 ...
0
votes
0answers
87 views

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

In Sharing setting, is there any way we can set the default value of 'Default External Access' to Private for new External Objects? Like, whenever an External Object comes in, the 'Default External ...
0
votes
1answer
20 views

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.
5
votes
0answers
121 views

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 ...
0
votes
1answer
475 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 ...
0
votes
1answer
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
0
votes
1answer
32 views

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 ...
0
votes
0answers
21 views

Lookup Filter or way of limiting results

I have a custom object that is related to the Case via a lookup which hosts the type of the case and some other variables. One of these variables is Contact Type which is currently a multi-select ...
0
votes
1answer
53 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....
2
votes
0answers
125 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
vote
2answers
737 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
vote
2answers
90 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
votes
0answers
18 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
votes
2answers
142 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
120 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
votes
1answer
27 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 ...
1
vote
1answer
364 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 ...
0
votes
0answers
28 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
vote
1answer
37 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
80 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 ...
3
votes
1answer
491 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
747 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{ ...
1
vote
0answers
19 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
37 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'...