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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Enabled Create Quotes Without a Related Opportunity but don't have permissions

I enabled 'Create Quotes Without a Related Opportunity' within our org. I then went to follow this Salesforce Help Article and create a sharing rule for Quote. However, I am still getting the message ...
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32 views

Experience Cloud Parent-Child Permissions

I have a parent object, called Tracker. There are many child objects for this parent object, one of them is called GPA. In our Contact object, we have a Most Recent Role field; there are two options ...
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OWD and Profile Security Settings

I am facing an issue. 2 Custom objects Job(master) and Candidate (child). Job - parent (OWD private) (Custom Profile permission - Read permission only) Candidate - Child (OWD Controlled by parent) (...
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1 answer
2k views

Allow Profile the ability to edit any Task or Event on Account or Contact

I have a dilly of a pickle here. We have users who have the profile: "US-Development". Anyone with this profile should be able to edit any Task or Event on Account or Contact. One of our ...
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1 answer
974 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 ...
16 votes
2 answers
15k views

How to deploy more than one sharing rule in one deployment?

If I keep two criteria based sharing rules in Account.sharingRules XML file, there is a deployment error in start line of the the second rule: sharing operation already in progress. How do we deploy ...
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Orchestration Work Item Sharing Rule Metadata

I am currently trying to deploy a sharing rule for the Orchestration Work Item via a CI/CD process, but cannot for hte life of me figure out how to get this via metadata. I assumed I could create a ...
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1 answer
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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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1 answer
1k views

User Can Transfer records which they don't own

I am facing one strange issue. Issue : Users are able to transfer account which is not owned by them Scenario : Account is Set to Public Read Only under OWD. Record access given to manager hierarchy ...
1 vote
1 answer
912 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 ...
1 vote
1 answer
2k 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....
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do queue ownership based sharing rules evaluate queue members?

i'm simplifying sharing on an object by changing ownership to queues and adding sharing rules to groups to grant read access as required. i ran into some doubts this morning bc of the language on the ...
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1 answer
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Campaign Member Sharing Rules

I need to create a Sharing Rule that only allows Users to see Campaign Members where they are the record owner of the Contact or Lead that corresponds with the Campaign Member. Sharing Rules don't ...
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113 views

Issue deploying Sharing Rules via SFDX

I am trying to deploy metadata into a scratch org from source control. The deployment is succeeding without any errors, but only Account sharing rules are deployed. Sharing rules for custom objects ...
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Data Not Available You do not have Edit access to one of the two records you are trying to merge

I am getting following error while viewing record in salesforce. But same record is visible in related list of parent opportunity record and also I can even query this record with SOQL query using ...
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Users higher in the role is getting access to records owned by role below them when Grant Access Using Hierarchies is unchecked

I am testing on how the Grant access using hierarchies work. Here is the setting I have as of now for testing - Two users User 1 - Role - Director, Direct Sales User 2 - Role - Western Sales Team As ...
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1 answer
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Contract records access

Here is the sharing settings for account/contract: Our experience users (community) have to access (read/write) the contract records under the account their contact is linked to but only those ones. ...
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Retrieve Sharing rules via tooling api [duplicate]

so firstly I am not very clear about what the tooling api on workbench is/does (I guess basically retrieve information about metadata objects?), but I have been able utilize to help me greatly with ...
2 votes
1 answer
2k 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 ...
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Is there a way to replicate the information return in the Sharing Hierarchy view using Apex?

I'm wondering if there is a reasonably simple way to using Apex to return the data shown for one particular user in the "Sharing Hierarchy" view? Looking at individual users in the Sharing ...
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Able to view the Account records even though OWD set to private and removed all permissions like view all & modify all

I have created the sharing rule to share ony specific record type record to shared with a group. my object is Account and Org-Wide Defaults set to the Private, removed the permissions like view all &...
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SOQL query on Email Template is not returning any results

I got a weird error while performing an operation from the Salesforce community. I was saving a record through portal and due to the same a record triggered flow was getting fired. That record ...
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0 answers
37 views

Simple Visibility Scenario - For Integration User

I have a simple visibility question There is an special user who should only have access to Account records marked with flag true. Rest of the users should have complete read write access to account ...
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How to share objects with users in a many-to-many relationship - revisited 2023?

Is the answer to this 7 year old post How to share objects with users in a many-to-many relationship? still correct? Do share any more recent links on this subject if you know of them.
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How to give user inside specific role accessibility to all activity except from user with the same role

I need to give a user accessibility to all activity except activity that own by other user in the same role What I want is user inside CFO role can see all activity except activity that own from ...
2 votes
1 answer
714 views

Issue with creating Sharing rule using Spring'15 Metadata API version 33.0

Has anyone tried creating Sharing rule using Spring'15 Metadata API version 33.0? I want to create an owner based sharing rule using metadata and below is the code snippet method which is calling "...
0 votes
1 answer
44 views

Package version creation results in field integrity exception (Case access level below organization default)

I am trying to create a package version. My dev hub has the following for case: Running a query under dev console gives me: When I try to create a package version, I get : Practice_Assignment_Team: ...
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1 answer
249 views

How to provide following access on object records NOT owned by the user (OWD is private): Edit access on some fields and read access on some fields

I have following scneario regarding an object OWD is private For record that are not owned by user, they should be able to have read access on some fields and write access on some fields. I have ...
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Are Account Relationship Data Sharing rules suitable in an org where customer can have 10,000 orders?

I'm currently investigating the best record access strategy in an org that is experiencing some performance issues. The current design uses sharing rules and account relationship data sharing rules. I'...
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Access to the Account record after the conversion process in Apex

we have the following setup: Private sharing model on the Account object Sharing rule to share Account records with role and subordinates based on the Account record type field The task Update ...
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1 answer
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Which field types are supported for salesforce sharing rule?

Which field types are supported for salesforce sharing rule? Looks like certain field types are not supported in salesforce criteria-based sharing rule, like LongTextArea. However, I cannot find in ...
0 votes
1 answer
248 views

Sharing by criteria to owner of lookup record

Suppose we have a custom object My_Custom__c that is owned by a queue. Now that object has a child object My_Child__c in a Master-Detail relationship. Now there is another object My_Something__c that ...
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225 views

Getting UNKNOWN_EXCEPTION while updating SharingCriteriaRule using Metadata API

I am trying to update the access of SharingRule using the Metadata API from APEX. I have created a MetadataService class using https://github.com/financialforcedev/apex-mdapi/blob/master/apex-mdapi/...
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617 views

The best way to share all records of an object using an ownership based sharing rule

To share all records of an object, I've always used sharing rules from public group - all internal users to group/role/etc Just discovered that this approach does not share records owned by Queues. I ...
0 votes
1 answer
259 views

Use Screenflow to change record type

Can someone help us with this issue? We have two record types for the account object; Vendor and Resident. The sharing rule on the Account object is set to Public Read only. Now, a user with a custom ...
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Sharing Record with partner users

Let me explain concept first.we have one concept called retail copy like when ever Power partner wants to access any person account which is created by standard users of salesforce.he should do retail ...
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1 answer
801 views

Share child account data with parent account users in experience

We have a requirement to share child account data ( Contact, ChildObject1__c and ChildObject2__c) with parent account users. We tried sharing the records by using Account Relationships and it works ...
-1 votes
1 answer
514 views

How does Ownership in manual sharing a single record work?

I was asked a question: If A and B are two users and A manually shares a record he owns to User B and then he leaves the organization. Now a third User comes and gets the Ownership of the record in ...
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335 views

How to create a Sharing using parent field value?

Account OWD is Private Objects in question OWD is Private Objects in question has lookup relationships to Account Account Criteria-based Sharing Rule allows public group A to access Accounts that has ...
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761 views

Previous owner can still see private records despite criteria based sharing rule

I have an issue where my criteria based sharing rule doesn't seem to be affecting record visibility. I've set OWD to the object as Private and users do not have View All permissions. I then created a ...
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1 answer
2k views

If Object A is Master and Object B is Detail. OWD for Object A is private. Can you show records of Object B to User X when X is not the system admin?

I know that for Custom Objects in Master Detail relationship, the OWD for child is 'Controlled by parent'. So here as OWD for Object A is private it means that even records of Object B (child) should ...
1 vote
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Sharing Rules on Activities [duplicate]

OWD as follows A user in the role of 'Customer Support Agent' should be able to view Activities related to Accounts and Contacts they do not own. Since Sharing Rule on Activities is not possible. ...
0 votes
1 answer
459 views

How to check in Apex if a user has sharings to a given record?

I have an ID of a user (let's say 'id_1111111111') and I have an ID ('id_2222222222') of a record of a custom object Job__c. How can I check in Apex / SOQL if the user with id 'id_1111111111' has ...
0 votes
1 answer
328 views

Testing Sharing settings and record visibility in Apex - No Records found

Can you help me to see whether the below is actually possible in Apex? We're setting up Sharing Settings in our development Org and I want to have a quick way of knowing whether what we've built is ...
1 vote
2 answers
800 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
0 answers
394 views

Case Sharing Rule Not Working

I am creating a case by associating it with contact. OWD of Case: Private OWD of Account: Private OWD of Contact: Controlled by parent Case assignment will change the owner to a queue on case ...
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3 answers
13k views

Sharing Rule - Roles and Internal Subordinates

On Lead object: I would like to understand how Sharing rule works in my case. The following is my role hierarchy World Wide Sales -> Inside Sales WW -> BDR. If I create a sharing rule owner in Role,...
4 votes
3 answers
5k views

Sharing Rule based on lookup field

I am attempting to create a Sharing Rule which will simply share a record with whomever is in a certain User lookup field on the record. What is the best way to do this ?
0 votes
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413 views

Restricting visibility to Contact records based on a field

I'm trying to lock down visibility to certain contacts in SFDC. We have a field on Contact that is populated by a Flow and it is one value that we care about. The field is called 'Record Type Account'....
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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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