Questions tagged [visibility]

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35 views

Way to assign read only to ALL fields at once?

Is there a quick and dirty way to assign read only to every field in all objects at once? It is rather tedious for read only profiles to go object by object/field by field. Thanks!
1
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1answer
24 views

Limit the visibility of records related list

I have a custom object Obj__c where I have created a custom lookup field to Account. In the Account layout I have an Obj__c related list showing the Obj__c records related to a particular Account. ...
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0answers
7 views

How to share a draft knowledge article with Standard User for approval?

I have a user with salesforce license and Standard User profile. I have set Knowledge User. I have provided the user with Modify All access on knowledge. I have created a data category and included ...
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0answers
14 views

Component Visibility Filter Added after Profile Change

Had some unusual behavior today. We were modifying profiles in the Sandbox, and I removed the View All Data in the System Permissions of our Sales Agents profiles. After doing this, one of our custom ...
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0answers
16 views

how to restrict visibility of text field rows of values based on user's accountshare on a single record

I have requirement to create an alert everyday displaying list of calls submitted by users sharing same set of accounts over last 7 days. But the text field should display selective values for user ...
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1answer
28 views

How to make a case comment as private in community?

SCenario1: whenever i add case comment and leave the make it public checkbox as unchecked, it created as public only. Is there any way to avoid it by configuration? user is a partner user. Scenario2: ...
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1answer
71 views

How to make a Lightning Component in a Lightning record page visible to a subset of users?

I would like a single Lightning Record Page to have 2 components, each visible only to a specific set of users. There are a few users identified as 'beta testers' and one version of the component ...
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1answer
177 views

Implicit sharing on custom objects relationship

For a parent and child in a lookup relationship with a Grandparent of the parent. If a OWD is set to private for all objects then what will happen if- 1) CRUD access is not provided to any two of ...
1
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1answer
57 views

Implicit sharing - role configuration

I need some help on the implicit sharing to understand my misinterpretation of the documentation. According to the doc.: Sharing between accounts and child records Access to child records — If ...
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1answer
32 views

Share accounts by field value

I need to share account's (read access) based on a lookup on account. I have a community of partners in which I have two profiles, manager and promoter. All promoters should have read access at the ...
3
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1answer
134 views

ParentId field on DuplicateRecordSet seems to be not visible

I was trying to create a Process (using Process Builder) to update a Duplicated Lead with it respective "Parent Lead", through a custom field "ParentLead__c". But on when I was navigating from ...
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1answer
20 views

Visibility beyond Sharing Rules?

our Org has a private Wide default settings. One custom profile doesn't have visibility on a particular Account recordtype (i.e. user with that profile can't read,cread,edit no records with that ...
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1answer
29 views

How to allow only the Task Creator/Owner records to have visibility of all Task record created by the Creator/Owner?

Settings in Current environment : OWD settings for Activity = Private 'Grant Access using Hierarchies' set to checked - to allow everyone above the 'Assigned To' Task in the Role Hierarchy to view ...
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0answers
74 views

Custom Tab not Visible after deploying Un-Managed Package to different environment

I have custom tabs and I have created Un-Managed Package and deployed it on new environment. But custom tabs are not visible on new environment. Profile level visibility is set to Default On and ...
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1answer
279 views

How to hide field from standard page layout - using lightning

I have a custom object with two fields: 1) Start_Date__c - date 2) Start_Month_Year__c - Formula(Text) When the record is view (detail) I just want to show Start_Month_Year__c (formula field) and ...
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2answers
295 views

Hide a custom button from a record based on Role in salesforce

I have a custom button that run a lightning component where I want it to be visible from a record only for certain User based on their role. Any idea How to adjust this permission set. I know that ...
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0answers
283 views

Notes and Attachments permissions

I thought the standard "notes and attachments" section inherited the permissions from the object its under. For instance, I have "Create" permission attributed to the Account object and I have able to ...
3
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1answer
90 views

Can a managed package query and list all the classes installed in a subscriber organization?

By querying the ApexClass object, one can list all the classes that exist within an organization. However, if the code which queries the classes is from a managed packaged, can it see all the records, ...
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0answers
208 views

If you assign a territory to an Opportunity manually, why does the parent of that territory get access, instead of the territory it self?

Let's assume the following scenario: I have a sales organization with multiple regions. Every region is represented in a territory using Territory Management. The accounts are assigned to those ...
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1answer
628 views

Deployed tabs not visible in production

I deployed some tabs from sandbox to production but they are not visible. I checked profile settings. I see my tabs listed under Tab Settings > Custom Tab Settings. For all three profiles I have they ...
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2answers
518 views

Lightning Component form field - hidden

I would like to hide a form field in a Lightning component. I am trying to do something like the following but the visibility attribute isn't being recognized. lightning:select aura:id="leadtier"...
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4answers
9k views

lightning component visibility based on profile

I am pretty new to lightning so I wanted to know if there is a way to hide a lightning component based on certain conditions. I have a requirement where there are 4 components which need to be visible ...
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2answers
525 views

How to hide a field from a specific profile?

I have a Pipeline object, in which I have a Members text box that I need to hide from Sales users. I have made the configuration as shown: However, when I login as a Sales user, I still see the ...
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0answers
600 views

ContentDocumentLink - Can't set Visibility:InternalUsers when linking to case in specific sandbox

I have to push about 40,000 files into Salesforce as case files for a go live cutover. I have a process which creates a ContentVersion and then a ContentDocumentLink. In one sandbox, the files are ...
1
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1answer
178 views

“Send List Email” visibility problem

When an email is sent via the "Send List Email" option, only the sender of the email can see the email associated with the Contact when they are looking at the Contact's Past Activity related list. ...
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1answer
29 views

VisualForce Page visible for me, but not for others based on JS onload funtion

I have created a Visualforce Page and put it in the Account Layout, the Related Tab, at the end of the page. Within the Setup environment, I have enabled all profiles to access the page. I have ...
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2answers
15k views

Lightning Component Visibility filter to check if value is null

How can I set a Lightning Component visibility based on text filed value = NULL. I have a text area field and I want to only display one component if Text area field contains value. I can't seem to be ...
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1answer
318 views

Trying to hide some custom fields on Lead in Edit Page Layout

I have few Custom fields on Lead. And i wanted them to be visible on Detail page but hidden on Edit page Layout. So i made those fields "Read Only" from Layout of Lead. But to my surprise those read ...
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1answer
19 views

User can see other account records even though same user is not assigned to that particular group

I have created two account record ie. UK,US and Nepal. I have created three group.ie USGroup,UKGroup and NepalGroup for the account and assigned some users to every group. In sharing setting I have ...
1
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2answers
908 views

I am seeing the Visualforce page message in my debug logs but cannot get it to display on the page!

First, let me state that all of the following code works except forgetting the error to display on the page and that is a big problem! With that said, I have googled all day and have read at least 25 ...
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1answer
238 views

Default list views like all records or recently viewed having different columns depending on user's profile/group etc.?

Is it possible to configure default list views like recently views to have pre configured columns based on user type (profile, group) or the only option is to restrict view visibility by creating ...
1
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2answers
477 views

Restrict account view on fields and related list based on type of user

I have users from different countries that need to view data and fields only for the accounts of their country. More in detail, a German user should be able to see fields a,b, c and related lists ...
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2answers
603 views

Tabs visibility on Napili Theme based on profile

I have 2 profiles that are accessing customer community built on "Napili theme", profile1:system admin profile2:customer Community user I have 4 custom tabs tab1,tab2,tab3,tabs4 I want only first 3 ...
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0answers
266 views

Method does not exist or incorrect signature

I am probably missing something very basic but I can't spot it. I get this error when I try to upload a change set to production: CaseCommentHandler: Method does not exist or incorrect signature: ...
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0answers
601 views

Default landing page not working

I have a lightning app whose component I display using a VF page after associating it to a visualforce tab. I have done the below steps Associate the custom Landing page(VF Page) to a Visualforce Tab ...
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0answers
493 views

Topics not visible on the community

I am creating a community and I am setting communities topics. Yesterday, I have a list of topics on the home page but today, they disappeared.. I think I don't have modified anything but I don't ...
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1answer
27 views

Tab visibility (access) to more than one profile at the same time

I have created a new tab and I want to provide the tab visibility (access) to more than one profile: System Administrator Standard User Read Only Marketing User Identity User etc.. etc.. The ...
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3answers
100 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
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1answer
25 views

How to transfer record control to another user [closed]

I am building an application for Leave request. i have objects like Employee data, rule plan setup and Request leave.As system administrator I have access to all these records, tabs and data. For ...
1
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1answer
280 views

Custom unlock button visibility during opportunity approval process

I have crated my own custom button which programmatically unlock the Opportunity record and make changes in the mapping between users and permission sets. The issue here is that my custom button is ...
0
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1answer
86 views

How to show CTI Adapter only on console but not on other pages [duplicate]

I want to show my custom CTI Adapter only on Console but not on all pages (Home, Contacts & Etc.). How can I do this, Screen where I don't want to show, Screen where I want to show, Note: I am ...
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1answer
4k views

View code in Managed package

We are using Avaya CTI Adapter Managed Package . There are 4 classes in the package . Is there a way I can see/access the code in the package ? I want to see where the call details values are stored ...
4
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2answers
549 views

Case comments visibility

I am creating case comments for my cases. whould like to know how is case comments visibility is set in salesforce? is it based on the parent case. or just the IsPublished field.
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2answers
21 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 = ...
0
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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 ...
1
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1answer
623 views

How do I make a page layout Visualforce section visible to select users?

On the Account page layout, I developed a Visualforce page to insert in a section. I want this section to only be able to be viewed by three specific users. Is there a way to do this?
2
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0answers
37 views

I want to make visible a button for a specific role, role is under Opportunity Team

I want to make visible a button for a specific role, role is under Opportunity Team. Detail: I have an Oppo Team Member with role XYZ. When i create a quote from opportunity, there is a custom ...
0
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1answer
455 views

How to hide standard List Price field based on User Profile

I want to hide the standard List Price (UnitPrice) field from the Add Product screen (on standard Order object) for our Customer Community Users only. Use Case - We have customer community plus ...
6
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1answer
6k views

Custom Report not showing records visible to users

I understand the following: Custom Report Types must use the Role Hierarchy Reports using Role Hierarchy show all records below the current Role Sharing Rules allow records to be shared with roles ...
1
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2answers
4k views

Not seeing some custom objects and custom fields in Salesforce Workbench

We just promoted a changeset from a Developer Pro sandbox to a Full Copy sandbox. We're not seeing many of the promoted custom objects in workbench for either sandbox. We're not seeing most of the ...