Questions tagged [user-management]

Besides creating and assigning users, user management includes working with permissions and licenses, delegating users, and more.

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21 views

LWC updateRecord returns 403 forbidden when using Guest User

I am trying to use the updateRecord() lightning/uiRecordApi function to update fields on a record in the system as a Guest User. From consoling out the res, I am getting an error of "An error ...
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37 views

Problem creating “Customer Community Login” users in one Summer '21 org

Salesforce provided us with a Summer '21 org early this week but it had no "Customer Community Login" licenses provisioned so we had to get those added via a case. As a System Administrator, ...
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70 views

Adding users to the community… need access to the community?

I'm doing a tutorial on communities, and after setting pages and themes, i wanted to add users. When i try to setup the user, i get this message: "Looks like this portal user is not a member of a ...
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14 views

New User URL not displaying properly

I have a requirement to invoke the user creation page to prepopulate some fields. I'm using the following URL: /lightning/o/User/new?defaultFieldValues=LastName={!User.LastName},ProfileId={!User....
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1answer
30 views

Can i disable the “update account” activity in Journey Builder for certain users?

I want to know if there is a way to grant/revoke permissions on the "update contact" activity of Journey Builder. It can be quite problematic for it to be doable by any kind of user. Thank ...
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14 views

Auto assignment rule criteria check for users

Is there any way to check which users meet the auto assign rule criteria? I have checked the lead and case object but on users where shall i check this thing?
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1answer
52 views

Distinguish between internal and external users

We have a huge number of external users. So, what happens is, when I start mentioning a user, in the search popup, all the users (both external and internal) appear. I want to restrict this to only ...
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31 views

What are the options for Custom Login Flow variable LoginFlow_LoginType

This doesn't seem to be documented well, but what are the possible options for LoginFlow_LoginType and any reference to possible options for others flow variables would be appreciated. This is to ...
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13 views

Thrid-Party Account Link Name changes randomly for several users

Some of our users contains incorrect Third-Party Name in Third-party Account Links section. When we create a new user Third-Party Name is 'provider name' which is taken from Auth.Provider. After a ...
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16 views

What license is necessary for report on checking each user's usage?

When a manager need to create a report on checking each user's Salesfoce usage does he need to have a full salesforce license? Or, will it be sufficient to have a platform license assigned to the ...
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1k views

'insufficient access rights on object id'

One of my users is trying to update a Contact record. OWD is Public Read Only on Contact. Grant access using hierarchy is checked. The user sits higher in the role hierarchy than the record owner. The ...
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26 views

validation rule to prevent email signature from editing

Need help with a Validation Rule on User object to prevent couple of profiles from editing the email signature.I already have an existing VR which is preventing from changing the first and last name ...
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1answer
113 views

Give User Customize Applications permission

I am trying to give one of my users the ability to assign values in field dependencies. I believe that the permission they need to do this is "Customize Applications" however i can't seem to ...
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1answer
243 views

Sending email in MC to SF report fails

I'm trying to send an email created in content builder using email send flow to sf report. The sf report is located in an org which is connected to the relevent BU this send is initiated from. I can ...
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226 views

Granting Community User Profile access to 'IsPortalEnabled' from Flow

I am working on a self deactivation process for a customer portal user. I have the 'User Self Deactivate' setting enabled which allows the customer user to set 'IsActive' to False from a Flow(within ...
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44 views

How to fetch unused Data extension and User name who last modified the DE

) I have list of DE in Folder . I want to know if a particular DE has been used or not in any email , send ,Journey,automation. Or something like that . Basically we are trying to identify unused DEs ...
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1answer
96 views

Restricting access to limited data extennsions in journey email test and preview

I have a user role that has only permission to create and edit email in email studio but can't see any data extensions or subscriber data. But, now I have to give them access to journey builder and ...
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49 views

How to restrict users with 'Manage Territories' permission from archiving Territory Model?

I want to restrict all users with 'Manage Territories' permission other than System Admin from archiving (& delete) Territory Model. I created a Trigger on Territory2 object successfully to ...
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1answer
64 views

Mobile User checkbox not appears in user detail in developer sandbox and UAT even user having API Enable permission in profile

and Production i am able to see mobile user checkbox. Mobile User checkbox not appears in user detail in dev sandbox and UAT but its appeared in dev 2 sandbox instance.
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1answer
37 views

Record dependency

I have a custom object to apply for leaves (such as Casual, Sick, Unpaid) for the users in my org. I have applied a validation rule to check different users cannot create or edit any record for other ...
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21 views

How do I direct my Client to authorise my 3rd party Connected app?

A "connected App" was created in salesforce develop for our client. We need to assist the client to authorize the connected app so that the app can use their organization's salesforce data. We are ...
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1answer
46 views

SOAP API call to disassociate a user from the parent Business Unit

I am able to use the following code to add user to multiple child BUs, but it possible to use SOAP call to disassociate a user from the parent Business Unit? <soapenv:Envelope xmlns:xsi="http://...
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266 views

Salesforce Error: One or more profiles that you added has reached the maximum number of allowed apps

I'm receiving the following error when trying to add a profile to a profile to Selected Profiles for a Lightning App via Lightning App Manager: "One or more profiles that you added has reached the ...
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1answer
258 views

Auditing changes made by an admin on behalf of another user

I am wondering whether we have an option/ functionality in Salesforce to store the details of the user who logs as a different user. Use Case I am a System Admin (User X) to a Salesforce instance ...
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194 views

User role and permissions for sending emails only in Marketing Cloud

I have a task to create a user role in Marketing Cloud in which the user can create,read,edit and delete emails to already created audiences or data extensions .The user should only be able to select ...
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2answers
99 views

User CRUD permission for content builder in marketing cloud

Is it possible in Marketing cloud to have folder-based user role for CRUD operations in both Email Content Builder and Data Extention as well? So, for example a user A will only have access to create ,...
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6 views

Enable Partner User Action - User Lisences Displayed

What are the criteria of the user lisences that are displayed when creating a user by clicking the "Enable Partner User" action on Contact record? I mean, in my org these are the lisences that are ...
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1answer
44 views

Deactivating User with Connected Apps

I am needing to deactivate a former system administrator. The system administrator installed several managed packages and has Oauth Connected Apps. Will deactivating this user have any effect on the ...
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2answers
62 views

get Dynamic Organisation Id in validation Rule

I want to implement validation rule whew i need to check organisation id. My validation rule contains (organisation.id='005223323') Can anybody tell me is there any way to take the organisation id ...
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1answer
46 views

Anybody knows where we can enable/disable “Make Setup My Default Landing Page” of user record programatically?

I've been trying to understand where we can toggle "Make Setup My Default Landing Page" field of user? My intention is to build a scratch org and at the same time I want to disable this after scratch ...
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1answer
335 views

What's the maximum number of Users that single Salesforce Org can handle?

Is there any official information to which I can refer? I found some posts on various blogs and forums but any of these were accredited by Salesforce. I'd like to know what is the maximum number of ...
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1answer
17 views

Show specific sections in Setup

Is there a known way to restrict access to some users related to specific areas of setup? For example, i want user A to see only users and profiles, but not to be able to see objects, fields, custom ...
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1answer
22 views

Custom Profile Users are unable to view other users in org, there is no “View All Users” flag in Profile

In one of the Org, Custom Profile Users are unable to view other users in org, and there is no "View All Users" flag in Profile. In other Orgs, Same profile users can see other users even when there ...
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1answer
103 views

Best way to replace an existing user with new user

We have an employee who left the organization and a new one one replacing him. What is the best way to assign all the records owned by the previous user to the new user? The new user is performing the ...
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1answer
116 views

Monitor user's activity - login and logout

I am trying to understand how can we know our user's activity each day on Salesforce. The aim is to know how much time each user spend in Salesforce each day, where the triggers are login at morning, ...
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1answer
28 views

Deactivate User In production, will i be able to deploy changes from Sandbox?

I have a Sandbox created by a user George. Let's say i want to make this user inactive in production. Documentation says that i will be able to login to Sandbox with this user, if Sandbox is not ...
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2answers
169 views

Deactivate user, what about sandboxes?

If i deactivate a user in production, will it still be possible to login to Sandboxes created by this user? Or does it make any automatic deletion of sandboxes?
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1answer
282 views

SSO and User Provisioning From External WebApp into Salesforce Community

Scenario - customer is logged into our web app, they click on create a ticket and are redirected to the salesforce community page as a user in salesforce with the same email as the web app, want to ...
3
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1answer
285 views

Impact of Freezing SF User - scheduled jobs, reports, oauth tokens

We are going to do one big release (deployment, configuration, data load) in our prod org and need to have some sort of maintenance window to prevent users from interacting with SF org. Freezing all ...
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2answers
174 views

Can I use LastLoginDate standard field to determine users who log in to Community for the first time?

I checked the documentation for the User object and didn't find any explanation on how the LastLoginDate is managed. The description was not helpful: LastLoginDate The date and time when the ...
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2answers
2k views

Page Layouts: Two users with same profile have different layouts?

I have two users that have different roles but the same profile. I cleaned up some page layouts for our lead and contact objects and am testing them with a particular set of users. No issues with ...
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1answer
30 views

User Creation in External System [closed]

Is there a way to automatically create a user in an external web application once the user is created in Salesforce? What are the different ways to go about doing it? If you have some examples that ...
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0answers
25 views

Providing a list of data to non-users securely [closed]

We have a requirement to send data to a list of people who are not users. This data is, and should be treated as, highly secure. These people are owed this data and are allowed to view it but it ...
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0answers
23 views

Disable Access To Acitivites per Profile

Is there a way to restrict access on Task/Activities records per profile? I have created a profile that has access only on Accounts. Nothing else. I want it to be very restricted. But on global search ...
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1answer
22 views

Make a User only view and manage users in setup - Nothing else

Is there a way - setting to say that a user will only manage users (view, create and update users) from setup and nothing else? For example, i don't want this user to have access to object manager ...
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1answer
184 views

AllInternalUsers group not working on scratch org

I was trying to test sharing rules on a custom object: Record_For_Sharing__c The object's organisation-wide default sharing setting is private for both external and internal users. I added a sharing ...
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1answer
90 views

Give Manage User Permission to a User without View Setup and Configuration

I have a visualforce page to manage users (deactive, create, edit and reset passwords), but when I add the permissin manage users to the profile, the user with this profile can see the Setup option, ...
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0answers
47 views

How to create users with a predefined LanguageLocaleKey and license?

I'm trying to create a user via /lightning/o/User/new , but LanguageLocaleKey is required and i can't access the field to be shown in the layout. Probably i'll need the License type too. I already ...
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2answers
341 views

Create a Community User & Contact, then assign to an existing Account

I am a little bit new to salesforce & APEX AND need help with the following, I want to create bulk community users & then assign them to existing accounts through APEX code/classes (for ...
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53 views

Force.com Site and custom user authorization - Is it allowed and when? [duplicate]

Assume I am going to build a customer facing website where users have some access to Salesforce Standard and custom objects. Because it's expensive I don't want to give them Salesforce licenses. I ...

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