Stack Exchange Network

Stack Exchange network consists of 175 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

Questions tagged [sharing-rule]

Sharing Rules are used to make automatic exceptions to your organization-wide sharing settings for defined sets of users.

1
vote
2answers
125 views

Cannot query all Tasks with different onwerID

I need to delete all tasks (Activity object) with a Set ownerId. I noticed that when I write query on Developer Console for getting task records and I can get 10 records, but when I write query on ...
0
votes
2answers
27 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 ...
0
votes
2answers
20 views

Limit visibility of records

I have sObject for example Account, with records. And two users John and Jack. I want show to this users part of records, by using criteria. Something like, John show records with Account.Name = ...
2
votes
1answer
469 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 "...
1
vote
1answer
168 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
1answer
65 views

Question on Security setup Accounts/Opportunities. Users read access to Account prevent from creating Opportuntiies?

I thought I had a pretty good handle on security in SF. Have received a requirement that I can't seem to meet with no code. Basically OWD - Accounts, Contacts and Opportunities are all Private. ...
1
vote
1answer
34 views

Control on fields restrict in detail page

Is there any wayout to restrict profiles to edit fields from detail page other than FLS and Page layout? I don't want to have a separate page layout for above case. Also can't change by FLS because ...
1
vote
1answer
54 views

Salesforce owner and different sharing options for integration scenarios

If we have an account from SAP system, this account don't have an owner, then we insert this account into salesforce the owner will be the default owner(current operation user). In the next day, maybe ...
0
votes
1answer
37 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
43 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....
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 ...
0
votes
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'...
0
votes
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
votes
1answer
57 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 ...
0
votes
1answer
124 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 ...
0
votes
1answer
284 views

How do I share a User's records with its subordinates?

I have a use case where the default sharing for an Object is set to "Private". When a user creates a new record, however, they want their subordinates to be able to work with it as well. It's a ...
0
votes
1answer
27 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 ...
0
votes
1answer
521 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 ...
0
votes
1answer
259 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 ...
0
votes
1answer
108 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 ...
0
votes
1answer
99 views

Hide Accounts to Partner Users

Our OWD Setting is: Account, Contract and Asset - Public Read Only Opportunity - Private We have a sharing rule that enables Partner Users to view and edit internal opportunities. However, this ...
0
votes
1answer
43 views

How to show user only part of records?

I have user profile named SimpleUser, and sObject Account How to show only part of records from Accounts for this user? Criteria for this value of record from another sObject related to Account and ...
0
votes
1answer
31 views

Unable to create sharing rules on Adoption Request object

Salesforce showing like mentioned in picture.
0
votes
1answer
40 views

Contact Access to user

I want to give contact edit permission(without giving delete permission) to user when the organization-wide default for contacts is Controlled by Parent. Any idea how to achieve this? Thanks in ...
4
votes
0answers
57 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 ...
2
votes
0answers
38 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</...
2
votes
0answers
934 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 ...
1
vote
0answers
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"?> &...
1
vote
0answers
150 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 ...
1
vote
0answers
67 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 ...
1
vote
0answers
52 views

How to share Case record to owner's manager using Manager Groups

I have this situation: In Sharing Settings, Default Internal Access of Case object is set to "Private". Roles are configured and is working fine. Users in upper roles are able to see records owned by ...
1
vote
0answers
14 views

Visibility as per Backward Ownership of Records of Custom Object

In custom object, I need to create a sharing rule such that it will be visible to owner1 if he creates a record and then if the records gets assigned to some other queue, then it will be visible to ...
0
votes
0answers
14 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
0answers
15 views

Cannot find records in OpportunityShare

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
0answers
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 ...
0
votes
0answers
28 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 ...
0
votes
0answers
36 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
0answers
33 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
0answers
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 ...
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
0answers
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 ...
0
votes
0answers
58 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 ...
0
votes
0answers
115 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 ...
0
votes
0answers
54 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 ...
0
votes
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 ...
0
votes
0answers
33 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
votes
0answers
233 views

Update failed: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, insufficient access rights on cross-reference id

I have three test classes in my org which are not executing. For those three classes I'm facing same error. After analyzed three classes I'm having same problem with account. When i comment the ...
0
votes
0answers
73 views

User Access to Accounts and Opportunities/ Sharing Rule on Formula field work around

I have a picklist field(Team__c) at User level with different Team Names in it, which is pulled on to Accounts and Opportunities using a formula field. So now I need to give access to a user to edit ...