Questions tagged [sharing]

Sharing enables record-level access control for all custom objects, as well as many standard objects.

Filter by
Sorted by
Tagged with
0
votes
0answers
54 views

Task Visibility in Report

We have a report that is showing tasks on accounts. For the most part is shows only those tasks which a sales person should see as expected according to sharing rules... However one of my users can ...
0
votes
1answer
62 views

Sandbox Record Access Insufficient Priviledges

Are you able to advise why the System Administrator profile cannot access a record owned by the member of a queue it is not a member of even when it is has view/modify ALL on the Object AND other ...
0
votes
1answer
345 views

Access to Notes & Attachments for users on a different account

I would like to give access to attachments on one account to users on a different account. The users have Customer Community User profile, as far as I have tried manual sharing isn't possible. Is ...
4
votes
1answer
1k views

Controlled by Parent and Sharing under the hood

I was going reading through this documentation Designing Record Access for Enterprise Scale and trying to find out how Controlled by Parent sharing works. For one of performance tuning options ...
0
votes
1answer
75 views

Insufficient Access on Cross Entity Error when creating a child record that has Account as Master

Custom object child record is created "Deal__c" alongside with the following field values which are all mandatory: Master-detail to Account (Account: OWD-Public Read) Lookup to Opportunity (Oppty: ...
2
votes
2answers
1k views

Need a Help on Role Hierarchy.Restricts Records based on User's Manager

Role Hierarchy: User A is the Manager of User C and User B is the manager of User D. Now as per role hierarchy,Records created by User C & User D can be accessible to User A & User B.Although ...
0
votes
1answer
40 views

Relationship question?

A company has a custom object named Warehouse. Each Warehouse record has a distinct record owner, and is related to a parent Account in Salesforce. Which kind of relationship would a developer use to ...
0
votes
1answer
54 views

How to assign object records to particular user/profiles?

How to assign object records to particular user/profiles? I want to assign object records to particular user or profiles, is it possible? can you share me the logic.
1
vote
0answers
68 views

What does “Default Account and Contract Access” in “Account Sharing Rule” do?

I stumbled upon this setting because of an exam question where they stated you could set permissions on related contacts of an account in a sharing rule for accounts. But it writes "contract" not "...
0
votes
1answer
27 views

Is there any way to share report to user

How can we share a single report to user rather than giving access to folder
0
votes
1answer
46 views

Timba not showing survey when partner user logged in

We are using Timba surveys and have followed the site setup guide. The survey shows up fine when not logged into the community. However, once a user logs in, they no longer have access to the survey. ...
0
votes
1answer
40 views

fetch custom shared Group or User Ids in after trigger

I have Custom Sharing rule In After Insert trigger. I don't get public group Ids or User ids shared through custom sharing rule. List<Objcet__Share> sharedUsers = [select Id, ParentId, ...
1
vote
0answers
149 views

Customer Community plus user can't access contact record on custom visualforce Page

I have Created a custom visualforce page . Which shows contact details. <apex:page standardController="Contact"> <!-- Page Header --> <apex:sectionHeader title="Contact Edit" ...
1
vote
1answer
2k views

Run specific method in class without sharing

Is there a way to run method/code block without sharing, even if the class is with sharing?
6
votes
1answer
3k views

About the 10 custom objects limitation for community licenses

How is the limit applied? Example scenario: User with community profile has visibility to 10 custom objects, and one of those objects is generated by processing information stored on another ...
4
votes
2answers
7k views

A good explanation for roles/profiles/permission sets and sharing

I know what each of these things are, but I have a hard time articulating it to non salesforce people. I suspect there is a tool out there that unpacks it in a visual way and makes it all more ...
0
votes
1answer
3k 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 ...
0
votes
1answer
168 views

Profile permissions and OWD

These are my permission levels on a custom object: Profile: Public Read/Write OWD: Modify All I was expecting to see a 'Sharing' button for all the records but I am not able to see this button ...
2
votes
1answer
106 views

Account and Contact access issue for Community Users from Custom Controller

Below is the test class which creates Account and Contact,Community User as Sys Admin and test class runs as Community User. And issue comes when am trying to access Account and Contact from ...
2
votes
2answers
193 views

Case sharing rule only applying to cases without an AccountId?

I'm trying to create a case that can be hidden from standard users (firings, commission questions, etc.). I was able to do this in my partial sandbox but cannot get it working in production. I've got ...
2
votes
2answers
317 views

Restrict field access on an object only to owner of record

I have a child object X. A particular field of object X can only be seen by user who created the record and manager of the user. Current sharing settings config for object X: In Sharing ...
0
votes
1answer
6 views

Unable to attach call logs for opportunity with out ownership access

Hi friends in my organisation org-wide defaults for opportunity is Private. But some users have acess view all opportunities,read access and create access. But if they want to attach calls they need ...
1
vote
0answers
36 views

Allow access of Account related records for Community users based on checkbox

I have an object Sample__c that looks up to Account object. The object has a field View__c (checkbox). I also have a community and users have access to Account object and a Sample__c related list. I ...
0
votes
1answer
194 views

Private Chatter Group - File Sharing Settings

In our Salesforce org, we only use Salesforce, Gold Partner and Customer Community Plus licenses. We use Salesforce + VF tabs community and we are still in Classic. I am a System Admin and I am ...
2
votes
3answers
554 views

Public Permissions vs Profile Permissions for Account

I have Account Object With Public Read/Write Sharing setting. There is one Profile(P1)with Read Access for Account Object. When I create a record, the User of Profile P1 cannot Edit the record, even ...
2
votes
2answers
3k views

Sharing File attached to an Account in Community

I'm trying to find a way to let Customer Community Plus users access the Files attached to an Account. We are sharing Accounts using manual sharing rules created by Apex (yeah, Apex managed sharing ...
1
vote
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 ...
0
votes
0answers
55 views

Salesforce Platform license - Not all contact are visible

I have a user with Salesforce platform license and the user has been assigned a profile ( salesforce platform license). There is no roles or role hierarchy present. There is public read/write in org ...
1
vote
1answer
53 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 ...
2
votes
1answer
615 views

Access to account, contact and opportunity on lead conversion

I was practicing for Sales Cloud and came across the following dummy question: Joe is the record owner of a Lead. A Lead sharing rule has been defined so that leads owned by Joe are shared with ...
4
votes
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
votes
1answer
177 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 ...
1
vote
1answer
32 views

Users can see other user's accounts

Users can now see all other user's accounts. The default is private. We recently added account teams, and I suspect this is the issue. Can someone verify the following scenario? I have user A, and ...
2
votes
2answers
1k views

Guest User (Site) Access to a specific standard record

By default Salesforce allows the guest user to be granted 'Create' and 'Read' sharing access to standard object records (for the purpose of this question, let's consider Account). It makes sense that ...
0
votes
1answer
873 views

Deleting opportunity sharing records with rowcause = implict child

I am totally lost on this, I am trying to delete an opportunity share record using dev console as well as workbench. I am unable to delete the record with Rowcause = "Implicit Child" List<...
9
votes
2answers
2k 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 ...
2
votes
2answers
291 views

How to show contact related to an Account in community?

We have a community user say "U1" which is having a internal contact say "C1" in salesforce and that contact is related to an Account say "A1". So when user "U1" login into the community and go to ...
1
vote
1answer
130 views

Use Case: Sharing For Record Visibility (no Roles)

Does anyone have any advice on my thoughts that we not use (barely) any Roles, and share records solely using Sharing Rules? Originally we looked at having each Division of the company in a Role, ...
1
vote
1answer
133 views

Clearing (or Cleaning) Global Search Cache - False Results - Sharing

How do we get Global Search to NOT show results that are NO LONGER VISIBLE to the logged in user? More quickly? Ever? I'm noticing as we test our implementation in Sandbox that when I login as ...
0
votes
1answer
1k views

Sharing access of Case Comments

In my org, Sharing settings of Case object is "Public Read Only". So only case owner or those users who are part of Case team can edit the case record. All the users have Read, Create, Edit access to ...
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
1answer
661 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
46 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", ...
0
votes
3answers
106 views

is it possible to show files linked to detail record on the master record?

is it possible to show files that are linked to a detail record on the master record? For example, I have an account__c record (AccountA) and a contact__c record (contactA), I attach a file to ...
0
votes
1answer
59 views

How to capture a manual sharing event on an Object?

If I want to send an email to an user whenever a record is shared with him, how can I do so? More specifically, on what event should the email be sent?
0
votes
0answers
35 views

Issue while creating the record with Controlled by parent sharing setting

I have one custom object. I am trying to create the record from one of the user but getting insufficient Privileges. sharing setting for custom object is controlled by parent.Its parent is ...
0
votes
1answer
89 views

Standard Object Permissions

If a standard object has only read access, then does it mean it a user can access all child object records related to standard object? Example: If I give read access to order object for a user, then ...
0
votes
1answer
329 views

How to find partner role for account

Recently I enabled Partner Community for one of existing Accounts. As I noticed the new Role was created with the similar name of my Account - I assume this role can be used to share records with ...
13
votes
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 ...
0
votes
1answer
57 views

OWD settings for public site

We have a public site for a custom object record creation, which also links to Account. However our Account OWD model is complicated and needs to be in Private mode. It seems public site requires ...

1 3 4 5 6 7 12