I have an Object called Sales Target whose OWD is set to private. Using Role hirerachy I created a Managment team lead and I have added a user. Using sharing settings I have given access to this sales target object to the user Role. When trying to open an report with sales target included this user is not able to see the report. One thing to be noted is this user's profile doesn't have access to the Sales Target object. I just want to know why the user is not able to see the data eventhough he can open the report.
Org-Wide Defaults do not override Profile-level CRUD and FLS access. Those layers are lower in the Salesforce security model.
You must provide object- and field-level access to your profile before the record-level access granted by the OWD and Role Hierarchy has any effect.
Related
I have the 2nd highest Role in my Org assigned to me and In a process of Data cleaning, I want to edit an "Account" record whose owner doesn't have a Role. Every time I am trying to edit it, error says "You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary".
Is it a permissions issue or something to do in sharing settings? what kind of access should I get from the Admin/ Record owner in order to edit the record? (I have Edit access to all the objects in the Org)
If you're using a Public Read Only or Private sharing model, as it sounds like is the case, your position near the top of the role hierarchy is irrelevant to your access to this record because you have no relative position to the Account's owner.
You'd have access roll up to you if you were above that user in the role hierarchy. But you're not - they aren't in the role hierarchy at all.
You could be granted Modify All Data or Modify All permission on the Account object, but it's unlikely your org will wish to do that. It's too broad a grant of power. The easiest solution is for the record owner to manually share the record to you with write permission. Alternately, a superuser in your org (like a System Administrator or some other designated person who has Modify All permission) can share the record to you or make you the owner outright.
Some orgs also choose to do data cleaning processes using Data Loader and an integration user that possesses elevated privileges to avoid this type of issue.
I have created an integration profile CORE_AKTANA_DI through which data for objects will be loaded into my Salesforce instance through a third-party user. I have provided "View All" permission for all objects to that profile. However, since this is a global Salesforce org, hence, there is data for other countries as well in this instance.
I want the user with the profile to see only data of France i.e with country "FR". In this case, my only choice is to:
Remove the "View All" permission of the profile from all objects.
Give the user a role such as "FR-Corp".
Create sharing rules for all objects with "Private" OWD and share with this role.
The problem is that since this is an integration profile, I cannot assign a role to the user with this profile. Also, it is not plausible to create sharing rules since there are a lot of objects with private OWD.
Same problem occurs by assigning the user to a public group, i.e a lot of sharing rules need to be created.
In this case, please suggest me the easiest possible options.
Actually, how to solve your issue is dependent on business process you are trying to implement. There are few ways:
sharing by hierarchy: setting proper roles and checking 'grant access using hierarchy'
sharing rules: setting proper sharing rules, owner/criteria based
manual sharing: using button
sharing using apex: using share object of any corresponding object
I think, this document will be useful for you.
I don't think what you say is correct:
"The problem is that since this is an integration profile, I cannot assign
a role to the user with this profile."
In my org we have a few integration connections. Each connection is anchored by a SF user license which has both Role and Profile. You should likely give the integration it's own user license and name the user something like "Integration (Fr)" Set the Roll up with appropriate hierarchy position, permissions and sharing rules and once you've done all the token resets needed set as API login only & password never expires. That should do it unless I'm missing something.
How to give the User permission in winform?
For Example
My application is based on retail shops,so the every employee having username and password,the Super Admin(Manager) he needs to give the permission to each user
NOT all employees have the full rights to access all the forms.
In each forms they have to access only selected controls only
for ex. User x have permission only for ADD and Edit only, but not To delete the record.
The User x not suppose enter discount more than 25%
The Super Admin Have the permission to allow access to every employee.
In this I need some logic references
may grateful.
As Somewhere Mentioned above you need a role based architecture.
In your database Of users you should include role column.
At the time of user log in you have to get role of of the user having particular
user name and password and store in some global static variable which can be used throughout
application.
And according to role,set visibility true or false for each form on form load method.
you should develop a Role-Base windows application. This tutorial describe what you need
i hope it helps you
Is it possible to use sharing rules for users WITH profiles. Is there any use of them if users have profiles? Or does the profile completely override record access so that i can forget about sharing rules?
I'm in situation where ALL my users have profiles. What I wanted to do was to GRANT "Edit" access for certain records to certain user groups. Is that possible?
Thanks!
A user's role dictates which records they can SEE, while their profile dictates what they can DO with those records. Typically the only case where the profile overrides the role is if their assigned profile contains one of the "View All" or "Modify All" permissions on an object.
For example, if you have a role hierarchy set up that divides different branches of your organization, it may be useful to hide the data between these branches. In this case, you would want to set the org-wide default to Read Only, and provide sharing rules that grant access on an as-needed basis (these sharing rules would be based on a user's role, public groups, or queues that they belong to).
Sharing rules also allow you to specify whether you want to grant the ability to edit records or simply view them. So in your case, you will want to create a sharing rule granting edit access on records owned by one group of users to your second group of users.
See the Overview of Sharing Settings for more information.
I have a custom field in the Salesforce User object. I am trying to work out permissions. I only want the User's manager and System Admins to be able to see this field.
Looking at the field-level security options, I see: Contract Manager. I worry that if I check this, ALL contract managers will be able to see this field. Is that the case?
Is there an easy way to accomplish this security policy and test it in a sandbox where I am not allowed to have many users?
You are correct, if you allow the Contract Manager profile to view that field via Field-Level Security, then ALL users assigned to that profile will be able to see the field, regardless of whether or not the user actually rolls up to them.
You should be able to show/hide this field based on some more advanced logic by embedding a small VF page into the User page layout. This will still require you to make the field visible via Field-Level Security, however, and will not allow you to hide it from other managers if they have access to the API (it would only be hidden from them on the page).
Making the field visible to contract manager will make it visible to all contract managers. However, there is a fairly simple formula that will allow you to enforce this securely.
1) make secret field not visible to contract managers.
2) Create a hierarchical relationship to the contract manager on user.
3) Create a formula that checks if the running user is the contract manager of the user you are looking at.
IF($user.id == user.contract_manager__c,secret_field__c,'only this users contract manager can see this.')