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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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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59 views

Sharing rule causes sibling access leakage

(I actually think this might be a bug...) Note: Org-wide defaults on accounts/contacts/opportunities/cases are all set to "Private". I have the following role hierarchy: As expected, Team Lead 3 ...
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1answer
135 views

Sharing Rules for Knowledge in Salesforce

Is it possible to create sharing rules for Knowledge? How can I share knowledge record with Role/Public Groups?
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351 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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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 ...
2
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1answer
507 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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49 views

When object's default Sharing Setting is “Controlled by Parent”, how can we identify the parent(s)?

How can we identify an SObject's parent(s) when the Sharing Setting is "Controlled by Parent"? Currently, in a new Developer Edition instance, there are six SObjects where the Organization-...
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1answer
32 views

Sharing rules not respected for related queries

I have set my Account to Private. I have Activity (Task) set to Private I have two users - Joe Schmoe and Karen Hoyts. I have created an account Joe's Account. Under that account, i create a task ...
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37 views

Automatic sharing rules for related objects

I have a custom object My_Object__c. This object has a lookup to Account and it's OWD is Private. I want to make it so whenever an Account Owner changes, they can get Read/Write access to ...
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29 views

How to use PersonMailingCountry in sharing rules?

I have a requirement where I need to create a sharing rule on person accounts based on the person mailing country field (part of PersonMailingAddress field). When I run a soql query I can find the ...
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46 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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92 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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36 views

Need more than 50 Sharing Rules - now what?

The Requirement: Our organisation works in ~30 countries and has 6 groupings of workers ("Core Competencies") within each country. We have a number of Objects with OWD = Private and we need to ...
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32 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
404 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
316 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 ...
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106 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 ...
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1answer
73 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. ...
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2answers
133 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 ...
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74 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 ...
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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 ...
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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 ...
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1answer
57 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 ...
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11 views

Field Service Lightning - Users with User territory records cannot view parent records if the parent records are owner by manager role

I have an issue where I've created user territory records for the users to view any records which are created in the territory however the users cannot see records when owner by user in higher role . ...
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14 views

Report to List All Users Affected By A Role & Subordinates Sharing Rule

What is the best way to generate a list of all Sharing Rules that are NOT currently impacting any Active Users? I need to do this in an environment that involves numerous sharing rules that use Role ...
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38 views

Account Territory Sharing Rule remediation in Enterprise Territory Management

Account Territory Sharing rule is no longer available to ETM, and as per salesforce the remediation should be like below: Original Territory Management (TM1) to Enterprise Territory Management (ETM/...
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22 views

Access to Contacts via Related Accounts in Communities

Consider the following scenario: Salesforce has multiple accounts for Contacts set up Contact A has access to Account 1 and 2 (1 is the primary account) Contact B has access to Account 2 and 1 (2 is ...
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8 views

Hide Activities from other users

Is there a way to hide activities from some users if they have access to the respective account record. e.g : let say there are A1, A2, A3, A4, A5 activities on Account and there are two users U1 and ...
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2answers
25 views

Get records as per role heirarchy

I have a requirement of getting accounts with respect to role heirarchy. For eg. Lets say there are 3 roles A,B,C. Now when A user logins i want to fetch all the records of A,B,C user, similarly if B ...
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21 views

Topics for Objects as a Guest User in Community

Problem: As a Guest User, I'm not able to list/read Topics for Objects in a Community. Some background: I created an apex method that fetches Topics: public with sharing class Topics { @...
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1answer
153 views

How to retrieve a list of sharing rules per object via SOQL?

I am looking for a quick way to retrieve all the sharing rules for Account and Opportunity object via SOQL. As per my research, I found two objects AccountShare and OpportunityShare, but this will ...
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23 views

Manual Sharing related question

I have 2 Objects A and B-- relationship master detail. OWD on A- Private OWD on B- controlled by parent If I manually share A records with other user will they get access to B as well? provided i have ...
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15 views

Dynamically share cases with group if the case was created by a group

So I have 50 groups of people where if in the group, a user creates a case, that case should be shared with the rest of the group. Do I have any option besides creating 50 sharing rules?
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50 views

is Sharing rules get recalcuated on deployment of Same OWD

I have one repository where i have OWD for account,contact and some other custom objects which is same as in salesforce org. Is Sharing rules getting recalculated if I deployed the same OWD. Please ...
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24 views

Is it possible to hide skills in Field Service Lightning Gantt?

I am trying to hide un-related skills from users in the FSL gantt chart. It looks like the current functionality displays all service resource skills regardless. I've been looking at the sharing ...
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1answer
211 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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30 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
109 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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25 views

SharingRule is not being shown as RowCause in OpportunityShare record

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. ...
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0answers
22 views

Account sharing Rule

My requirement is "Log in as any user with a profile other than System Administrator. Ensure the user has access to view all Account record types but is only able to create and edit those with the ...
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1answer
183 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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0answers
36 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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0answers
70 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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98 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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150 views

Set default value of 'Default External Access' to Private for new Objects

In Sharing setting, is there any way we can set the default value of 'Default External Access' to Private for new Objects? Like, whenever an Object comes in, the 'Default External Access' should set ...
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1answer
38 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
60 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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1answer
29 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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0answers
32 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
39 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'...