Questions tagged [criteria-based-sharing]
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59 questions
0 votes
0 answers
13 views
Getting Record Lock Error when editing Contact
OWD for Account is private OWD for contact is controlled by parent. Account has a sharing rule in it and via it the account is shared with my user But the related contact is having issue when i try to ...
0 votes
1 answer
76 views
Test Class - INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY inserting AccountShare as System Administrator
Our Account object is OWD Private, with lots of sharing rules. For this test class, I am trying to validate that the API User can modify specific fields, but normal users cannot (via custom apex ...
- 3,918
0 votes
1 answer
157 views
Allowing manual sharing to users that are not owners and do not have modify all
we have security wise complex org. That org is used for many things, alongside with CI/CD tool. I have more than 300 users of that tool and about 200 pipelines. In order that user can access pipeline ...
- 21
0 votes
1 answer
106 views
Sharing Rules is not working
i have requirement to gived edit access to Case records of recordtype Mortgage support case to the case edit group. following is the criteria based sharing rule, i have giver read/write access. when i ...
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116 views
Sharing Rule Filter Criteria Error
I need to create one Sharing rule with the following: Based on Criteria: Record Type == Vendor (Payee) AND Vendor_Type == 'Vantive' OR Vendor_Type == 'Baxter' I am receiving the filter logic error ...
1 vote
1 answer
178 views
Opportunity Sharing Rules - Criteria-Based - Field Amount Not Available
I'm trying to create a sharing rule on Opportunity, criteria-base, and I want to add the field Amount to this rule. Field Amount is not available and I'd like to know why. Thank you all.
0 votes
1 answer
323 views
Campaign Member Sharing Rules
I need to create a Sharing Rule that only allows Users to see Campaign Members where they are the record owner of the Contact or Lead that corresponds with the Campaign Member. Sharing Rules don't ...
- 63
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2k views
Able to view the Account records even though OWD set to private and removed all permissions like view all & modify all
I have created the sharing rule to share ony specific record type record to shared with a group. my object is Account and Org-Wide Defaults set to the Private, removed the permissions like view all &...
- 23
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1 answer
426 views
How to provide following access on object records NOT owned by the user (OWD is private): Edit access on some fields and read access on some fields
I have following scneario regarding an object OWD is private For record that are not owned by user, they should be able to have read access on some fields and write access on some fields. I have ...
- 1
0 votes
1 answer
1k views
Which field types are supported for salesforce sharing rule?
Which field types are supported for salesforce sharing rule? Looks like certain field types are not supported in salesforce criteria-based sharing rule, like LongTextArea. However, I cannot find in ...
- 18.8k
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112 views
Sharing Record with partner users
Let me explain concept first.we have one concept called retail copy like when ever Power partner wants to access any person account which is created by standard users of salesforce.he should do retail ...
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1k views
Previous owner can still see private records despite criteria based sharing rule
I have an issue where my criteria based sharing rule doesn't seem to be affecting record visibility. I've set OWD to the object as Private and users do not have View All permissions. I then created a ...
- 1
0 votes
1 answer
935 views
Testing Sharing settings and record visibility in Apex - No Records found
Can you help me to see whether the below is actually possible in Apex? We're setting up Sharing Settings in our development Org and I want to have a quick way of knowing whether what we've built is ...
- 154
1 vote
0 answers
584 views
Case Sharing Rule Not Working
I am creating a case by associating it with contact. OWD of Case: Private OWD of Account: Private OWD of Contact: Controlled by parent Case assignment will change the owner to a queue on case ...
- 484
1 vote
1 answer
2k views
User Can Transfer records which they don't own
I am facing one strange issue. Issue : Users are able to transfer account which is not owned by them Scenario : Account is Set to Public Read Only under OWD. Record access given to manager hierarchy ...
