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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Role Hierarchy, Sharing Settings & Team Member puzzling issue

I have this Role Hierarchy (assume there is only 1 user in each role listed below) How I've set up all the accesses: OWD: Account and Contract -> Private for both Default Internal and External ...
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19 views

How do I restrict access to a specific type of record without turning off "Grant Access Using Hierarchies"

We wish to prevent access up through the Role Hierarchy, when a very specific scenario happens on a custom object. But we are using the Grant Access Using Hierarchies on this object and turning it off ...
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1answer
494 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 ...
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Can we enable special Accounts to be shared with multiple roles/public groups?

We're looking to have Salesforce configured that each role represents a business unit (e.g. Colorado Offices). Some special accounts require that multiple business units own/manage the account. For ...
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381 views

Issue with Contact Sharing rule for Site Guest User

I create a public site with the following settings: Enable "Assign new records created by Salesforce Sites guest users to a default owner in the org". Set contact Internal/External Access ...
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527 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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46 views

Site Guest User and Flows

I'm working with a Flow and Site guest user. I understand that there are some changes that came out that are preventing Site Guest Users(SGU) from accessing objects and flows in Winter 21'. The ...
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1answer
611 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 "...
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1answer
559 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 ...
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1answer
618 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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1answer
40 views

Will record data be visible via API if shared using sharing records with Guest User on Communities?

We are setting up a public Communities page. This page will publish a flow to capture leads but the flow must have read access to Account and another custom object to do its job. Communities requires ...
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623 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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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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Need to Share record with Subordinate

I am using Salesforce community (Digital Experience). In which I have user and their manager. Now I want to share all records owned by manager to their subordinate. Is there any point and click way ...
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1answer
38 views

What's the difference between Sharing with Role and Internal Subordinates vs Sharing with Role + Grant Access Using Hierarchies for the object

I'm unclear on what Granting access using hierarchies gets me in a scenario. Suppose I have a private sharing model and on the Case object, I'm already Granting Access Using Hierarchies. Given the ...
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1answer
53 views

ViewAllData or ViewAllRecords Required Error for Integration User

While trying to get case information using EmailMessage object using REST URL I am getting the below error: **message**: ViewAllData or ViewAllRecords required to upsert by standard field **errorCode**...
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Organisation Wide Default and Sharing Rule and Apex Sharing

If organisation wide default is read write and record is shared in read mode by sharing rule or by apex then which will be the final access to the user??
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Salesforce implicit sharing - does access to account records via implicit sharing open up access to contact records as well?

If OWD is set to private and access to case record opens up the access to account Record via implicit sharing, will that also open up the read only access to contacts related to those accounts? ...
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Profile does not have permission to Visualforce page but User able to access it

We have a bunch of Visualforce pages which are not supposed to viewed by some profile users. But they have access to the objects and field level access to all the objects involved in that VF page ...
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2answers
51 views

Master Detail Relationship question

i have master-detail relationship between A&B object where A is master and B is child. Now when a record is created in object B by a user, it is visible by other user also. Is their any way to ...
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24 views

Salesforce security issue - Account owner's role of community user is given access to accounts the community user is linked to via cases

We have a security requirement where certain accounts should only be visible to a certain public group. To enable this we have a checkbox on the account and set our OWD to private. Any account with ...
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24 views

Unable to restrict Contact records for Sales & Marketing profiles

I have a case where I need to restrict the Contact records for Marketing users. Contact records have 3 recordTypes(Business,Standard,External). I need to restrict the Contact records with recordtype = ...
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1answer
23 views

can Sharing rules provides access to forecast hierarchy

Role A Role A1 Role A2 Role A3 Role B Role B1 Role B2 Role C Role C1 I have sharing rule on Opportunity to share the records of A1,A2,A3,B1,B2 to C1. But in the forecast tab, For C1 , he ...
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48 views

Navigation to Record page in LWC does not show content when accessing as guest user

I have this LWC that displays all the records of an object in a list. If one accesses the page as guest user, they can see the list which is great. But if you click on any of the item's button, it ...
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2answers
48 views

Sharing Rule Between Sales Cloud and Service Cloud users

Background I have 2 group of users having different roles and different profiles: Sales Cloud users can only Read/Write Leads, Accounts, Contacts, Opportunities and should be able to view Service ...
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1answer
48 views

Sharing rules restrictions read-only

Is it possible to prevent a user who has read-only acces to an object OWD Private creating child records with another owner of the parent record. I currently have a custom object where I can add child ...
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1answer
360 views

Sharing settings with criteria based assignment rules not working as expected

I have a situation where the user is able to create a case record of record type RecordTypeA using Salesforce flows as a system user. The requirements are The user shouldn't edit any of the fields of ...
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1answer
4k 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 ...
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1answer
130 views

Restricting access to create Reports in Salesforce

We have three different sister companies within our salesforce org. Account and Contacts are readable for all users irrespective of Business units. However, I need to provide create and export report ...
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1answer
374 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 ...
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105 views

Lookup field filter based on running user and roles

Is it possible to use the lookup filter by roles? I'm trying to do the following: Person 01: (Role: CEO 01) ---> Assistant 01 Person 02: (Role: CEO 02) ---> Assistant 02 The thing I'm trying to ...
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1answer
335 views

Ownership and criteria based sharing rule

So I was going through some questions on sharing rules and found this one Not sure what the concept should be. **Can a single sharing rule be written to have both ownership and criteria based ...
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80 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 ...
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1answer
36 views

Without using sharing rules how can i share records to another user? [closed]

Without using sharing rules how can i share records to another user?
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3k 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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2answers
3k 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 ?
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114 views

how to control the visibility of records in inherited sharing

we have order and order product access community portal, we need to restrict orders to be visible with filtering it with certain fields and same for order products. Order and order products are ...
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1answer
525 views

Salesforce Communities - Records Access

How can I grant Community Users read access to all accounts and contacts, but only edit access to the logged-in user contact and related account? We have Community User licenses only.
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2answers
49 views

Deletion of records who created it

For example am the owner of the record then only i should be able to delete the record, And i should not be able to delete records created by others.I cant give ModifyAll permission to that profile as ...
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7 views

Share records with role based on specific Filed value and role of the record owner

On the Account object, there is a picklist field with value "Domestic" and "Export". User with role name "RSM" created two records for both the value "Domestic" ...
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1answer
108 views

Share custom object related to Opportunity with Opportunity Team

I have a question surronding sharing of related records with Opportunity teams. We have an custom object A related to the Opportunity object. Opportunities are Public, while Object A is private. Is it ...
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2answers
34 views

Do we need to set up Roles if we don't care about record ownership?

We have set our org up with Org Wide Defaults set to Private on a few objects. We open them up via Profiles and criteria-based Sharing Rules to Public Groups made up of users. Record ownership means ...
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97 views

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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1answer
353 views

Sharing rule vs Without sharing apex class

Need recommendation regarding sharing a custom object(Relationship) records to community users: We have a customer community accessible for community users(customer community license), the requirement ...
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1answer
71 views

Class with sharing get access just to records from the current user?

Need to update related records based in a field value from the parent record. If I use with sharing in class, just the records that the current user has access will be updated?
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1answer
60 views

Unable to see "StartsWith" on Criteria Based Sharing Rule on the UI, even though it is successfully deployed to the org

I have a situation in which I had to create a Criteria Based Sharing Rule with "StartsWith" for a field. However, the only option via the UI I see available as operator are Equals & Not ...
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1answer
68 views

How can I match ID and fullName of AccountShare?

Querying AccountShare When I query for an AccountShare, I get some interesting stuff, including an ID but no name, label or fullname : SELECT ID, RowCause, UserOrGroupId, AccountAccessLevel, ...
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248 views

Community - sharing rule/Guest profile

On Friday I implemented the Guest record level security in production. I added sharing rules. Everything looked great. This evening I needed to give the Guest user profile access to a custom field ...
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1answer
49 views

How to Set Record Level Security for particular Records [closed]

How to set security setting if region equal north america then only that particular role can see and edit that opportunity not the other users roles. For Now If Region is "North America" ...
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2answers
923 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 ...