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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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2answers
49 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
220 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
31 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
156 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
82 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
255 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
200 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
324 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 ...
1
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1answer
36 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
63 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
136 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
330 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
283 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 ...
0
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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 ...
0
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1answer
542 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
68 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 ...
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1answer
159 views

When Roles & Subordinates category will be visible in Public group

Based on Salesforce documents Roles and Subordinates category contains partner portal and Customer Portal roles that contain users with a portal license type. But in my org, once the community is ...
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2answers
545 views

Setting View All Access for Customer Community Plus User

My org has External Sharing Model enabled. It has Custom object with Default External Access set to Private. Now I need that custom object to be shared with (read access) all users in specific ...
3
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1answer
195 views

How can we maintain access to the creator a Case at all times, even when its owner has been changed to Queue

I had written a Workflow rule based on which a case gets auto-assigned to a "Customer Service Representative" queue. Now the problem is that as soon as the case is created, the creator gets ...
0
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1answer
28 views

share record depend upon field value

I have one custom object, in that one field named as 'status' - pick list value. my requirement is - when the status field goes to 'assigned',all profiles in org can able to see the record.if the pick ...
2
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2answers
1k views

Sharing rules not working on Partner Community Users

I have partner community enabled. I want to display Account, Contact and Opportunity records to the Community users only if they fulfill particular criteria. What I've already done is as follows : ...
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0answers
153 views

Impact of validation of package.xml having Sharing Rule

I am planning to deploy few sharing rules on Account, Contact object from UAT to PROD through package.xml. Before actual deployment, I would like to just validate the package against production ...
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2answers
34 views

Edit access - 2 profiles

I have 2 profiles A and B. Both have same access on Account object and have same permission sets. profile A cannot edit the account but profile B can. What could be causing this? anything I am missing ...
2
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1answer
293 views

Use APEX to give users Sharing Access to a custom object

I'm trying to find out how to programmatically create a Sharing Access Rule for a custom object when an event occurs. For example, I have a Community active with some Portal users. Whenever one of ...
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0answers
65 views

Sharing rule for report content

I want to show a report to external community user. I created a report in SF admin side and then exposed it on the community portal. But the report shows all the records. I only want the external ...
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2answers
679 views

Does ownership based sharing rule also shares records of users' subordinates?

Sales Manager A has subordinates A1, A2. Sales Manager B has subordinates B1, B2. Using ownership based sharing rule, records owned by A are shard with B. Does it also share records owned by A1 and ...
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1answer
338 views

Deferred Sharing mode?

What is deferred sharing mode in salesforce ? will the sharing rules work when the deferred sharing mode is on ? I observe that the sharing rules don't work when the deferred sharing mode is on and ...
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1answer
2k views

Restrict record access based on record type

We have requirement : For Operations profile -- we want them to not see any Opportunity Record Type = Grant; or Opportunity Record Type = Report. So regarding that requirement we have did ...
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2answers
146 views

Efficient way to set up roles and hierarchies using APEX [closed]

I have this complex sharing structure where I have multiple levels of users and want to be able to dynamically assign/update sharing to records for different users. For example, let's say I have 20 ...
1
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1answer
45 views

Record sharing model

Whats the best way to do this.... I have ManagerA who is owner of all accounts... ManagerA would like to share some of his accounts with RepB and some accounts with RepC. RepB and RepC should NOT ...
4
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1answer
59 views

How to - Allow only one set of people to view certain type of Cases

I have a scenario: Lets say there are 2 groups of users in the same profile ( Group A And group B). And there are 2 types of Cases - A and B(other Cases). What I want : There is no restriction ...
3
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1answer
160 views

Community Sharing and Visibility

I am working on a very basic community use case and need some guidance for sharing setup. Share Cases with Contacts within the same Account, what's the best option to achieve the sharing? Setup ...
8
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2answers
1k views

The cause of UNABLE_TO_LOCK_ROW error?

My scenario is as followed, I have a single Parent account with about 600 child accounts. Every child account has a single Opportunity with 2 or more lines. I have a monthly batch job to create ...
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2answers
523 views

How does getSObjectType().getDescribe() work in a 'Without Sharing' Class?

I recently run into a problem when I try to check fls within an without sharing class. Here is what I did: For the user profile I set CustomObject__c allow delete permission to "False" public ...
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0answers
2k views

Sharing Rules for Activities

Why can't I set sharing rules for Activities. I am trying to enforce a rule that only a certain role (or profile if thats what I have to do) can view an activity. For example I want any activity ...
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1answer
596 views

Criteria-Based Sharing Rules Limited To 50 [Per Object]

For those familiar with the subject, how would you go about circumventing the limit of 50 criteria-based Sharing rules? Is there an Apex-based solution for critera-based Sharing? Is there some OTHER ...
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1answer
45 views

Sharing Rules - Markers On User Record To Control Visibility

Apparently I've made a long time assumption about Sharing Rules that may not be true. Sharing Rules Based On User-Record Markers If I have a Checkbox on the User record called "Allowed To See XYZ", ...
13
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1answer
2k views

Role-based sharing rules for partner community users

When dealing with role-based record sharing in a Private sharing model, I often run into a scenario where managers should see their peers' records while their subordinates should not. It's simple ...
1
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1answer
219 views

Lead sharing rule

Lead - users at the same role level need access to each others Leads I have users at the same level in the role hierarchy that need to read/write each others Leads. How do I set this up in the ...
1
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0answers
80 views

Unable to create sharing rules on custom object

I am unable to create sharing rule for any custom object on my app. I have checked the following: The user has system administrator privileges The app has sharing option checked The object is not a ...
0
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1answer
671 views

Creating sharing rules through apex not manual sharing

Is it feasible to create sharing rules through apex , not manual sharing of records? Can someone please let me know if that can be done?
0
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1answer
77 views

why am i getting Insufficient Privileges on contacts from my customer community user?

I have created a customer community and granted sharing rules to the customer user but he cant seem to access the contact entity no matter what. If i change the wide organisation set to public he can ...
1
vote
1answer
373 views

object api name on where sharing rules of account object gets stored

I'm just curious to know that when I create a sharing rule for account via sharing settings. I want to know on which object the sharing rule record is getting stored when I create the sharing rule for ...
0
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1answer
296 views

Partly sharing detail records of a master-detail relationship

In our data model, we have several objects that are details of account (master-detail) relationship. I want a profile to have access to the records of Object A and B if they are the owner of the ...
2
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0answers
1k views

Let community user download attachments linked to his contact

During enrollment process our community user signs some documents/agreements which are saved as attachments on contact object (community contact representing the current user). And now on community ...
0
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1answer
136 views

List has no rows for assignment to SObject Customer Portal - Communities

I need your help to understand what's happening here. We are using the Customer Portal (Community) for quite a long time, we use 'Customer Community Login User' profiles that we assign to external ...
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0answers
34 views

Grant access to record by a lookup field

We want to grant access to opportunities based on a lookup field. For example We have an opportunity in our org. I am the current owner. There is a lookup field to users called Team member. We need ...
0
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1answer
1k views

Writing a test class for my sharing rule apex trigger [closed]

I have hopefully created a trigger that works and I am looking to write a test class for this, I have very little experience using apex but am trying to learn, if someone could give me some advice on ...
0
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1answer
115 views

Apex Sharing trigger

I have been trying to create a trigger that acts in the following: Whenever scrum team is created, look up via account, gather the account id, query salesforce to get all contact id's related to ...