Questions tagged [visibility]

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26 questions with no upvoted or accepted answers
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223 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 ...
2
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0answers
627 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 ...
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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 ...
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0answers
91 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 ...
1
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0answers
278 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
618 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 ...
1
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0answers
504 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 ...
1
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0answers
81 views

Visualforce case assignment template visibility issue

I've created a Visualforce email template to use as notification when a case is assigned to a user (By setting the template in Support Settings > Case Assigned Template). Let's say it looks something ...
1
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0answers
52 views

Object not “allowed in Chatter Groups” is not searchable

I have a custom object, with a custom tab defined, and Global Search enabled. The object and tab visibility are all so that I should be able to search records of that object using the global search, ...
0
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1answer
36 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!
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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 ...
0
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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 ...
0
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1answer
29 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: ...
0
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1answer
192 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 ...
0
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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 ...
0
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1answer
295 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 ...
0
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2answers
304 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 ...
0
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0answers
298 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 ...
0
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1answer
655 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 ...
0
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1answer
320 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 ...
0
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1answer
20 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 ...
0
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2answers
615 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 ...
0
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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 ...
0
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1answer
482 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 ...