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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.

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25 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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23 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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1answer
14 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 ...
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30 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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27 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 ...
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1answer
43 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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31 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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2answers
25 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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23 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 ...
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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
77 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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36 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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1answer
23 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 ...
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18 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 ...
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1answer
40 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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0answers
36 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</...
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2answers
54 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
37 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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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 ...
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2answers
49 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 ...
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2answers
91 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 ...
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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 ...
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1answer
202 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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26 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 ...
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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 ...
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1answer
78 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 ...
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1answer
194 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 ...
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1answer
544 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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15 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"?> &...
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1answer
36 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'...
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1answer
52 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
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1answer
355 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 ...
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2answers
43 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, ...
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1answer
145 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
28 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 ...
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1answer
116 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 ...
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0answers
54 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 ...
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1answer
146 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
132 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
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1answer
212 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 ...
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1answer
35 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 ...
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1answer
54 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 ...
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1answer
111 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 ...
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1answer
28 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 ...
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2answers
212 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 ...
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1answer
178 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 ...
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1answer
19 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 ...
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1answer
407 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 ...
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1answer
55 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 ...