Questions tagged [visibility]

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6
votes
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 ...
5
votes
2answers
16k 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 ...
4
votes
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.
4
votes
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 ...
3
votes
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, ...
3
votes
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 ...
3
votes
1answer
177 views

Metadata for field visibility

I am new to salesforce, so my question may seem basic. Whenever we create a field, we set the visibility/read-only for various profiles. How do i get that info in metadata? I created a field on Case ...
3
votes
2answers
142 views

Scenario: 'Profile view' vs 'Dashboard view'

I have a scenario with n groups. Each group has: - a coordinator viewing all the cases managed by his group; - the simple users viewing their own cases. The "problem" is that there exists an n+1-th ...
2
votes
1answer
96 views

Visibility: Roles, Profiles and Sharing Rules

My org contains many companies that are effectively separate but belong to the same group. Some of these companies indirectly compete one against another, though this is not encouraged. My issue is ...
2
votes
1answer
131 views

calendar visibility

I have two users, Stefano Massoni and Alessando Mancini. The calendar OWD is set on "Hide Details". Nevertheless Massoni can see the Mancini's details, while Mancini cannot see Massoni's details. Why?...
2
votes
2answers
63 views

Setting Permissions and Visibilty for Users in Sandbox then pushing changes to Production?

I am making some layout changes to the Account, Contact, and Opportunity pages in sandbox and would like to set permissions in some way so that all users can view all accounts/fields/pages but can ...
2
votes
0answers
601 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 ...
2
votes
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 ...
1
vote
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 ...
1
vote
2answers
520 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"...
1
vote
1answer
72 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 ...
1
vote
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 ...
1
vote
2answers
478 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 ...
1
vote
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?
1
vote
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 ...
1
vote
2answers
990 views

How to set up Chatter messages visibility?

We want to let community users send messages via Chatter to all users in the system BUT we don't what them to see conversations between other users. e.g. we have partnerA, partnerB and userA. ...
1
vote
1answer
666 views

Is there a way to share private chatter files to users who have access to given account?

Is there a way to share private chatter files to users who have access to given account? So I mean if users have access to account then they should be able to see and update those files but if users ...
1
vote
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. ...
1
vote
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 ...
1
vote
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 ...
1
vote
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 ...
1
vote
1answer
67 views

dynamic sales teams with roles

I need to create a certain visibility on accounts and alla their related objects in my org. Org wide defaults are now set ad private, but i need to create sales team with sales men and managers. ...
1
vote
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 ...
1
vote
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. ...
1
vote
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: ...
1
vote
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 ...
1
vote
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 ...
1
vote
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
vote
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
votes
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 ...
0
votes
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
votes
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 ...
0
votes
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 ...
0
votes
2answers
527 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 ...
0
votes
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 ...
0
votes
1answer
583 views

Using postFeedItemWithMentions I can't set visibility “AllUsers”

I'm trying to create a chatter post via Apex. The problem I'm facing with is the visibility in the partner community. The user mentioned remains highlighted in Gray. In the FeedItem record what I can ...
0
votes
1answer
942 views

Diplay a Text field when clicking a CommandLink in VF page

I would like to display a Text Field when clicking Command Link ( Title:Add Filter Logic ). After the clicking of command link, the link title should be renamed to Clear Filter Logic. It would be ...
0
votes
1answer
264 views

Hide other users visibility

I would like to know if it is possible to hide the visibility of all users to a specific profile. In particular, our need is to list only a certain type of users in the calendar multi-users view and ...
0
votes
1answer
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!
0
votes
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
votes
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 ...
0
votes
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
votes
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: ...
0
votes
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 ...
0
votes
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 ...