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#Security Predicates0 discutindo

Hello Everyone,

 

Is there anyway we can use Multi-Select Picklist field in Security Predicates?

For eg: Using IN operator instead of = for Multi-select picklist field

 

Please suggest if this is achievable.

Thanks!

10 comentários
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Hello, 

I'm running into issues when I try to enable sharing-inheritance (from Opportunity) in data prep. I'm receiving the error message " Something went wrong while executing the SelectSharingRulesForOpportunityFrom-ConvertToEdgemart node: Row-level sharing source information for Opportunity is missing."

 

-OwnerID of the Opp is in the dataset

-Output dataset had "Opportunity" as Sharing Source

 

Anyone encountered the same issue and found a workaround?

@Tim Bezold 

 

Thanks

5 comentários
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Hello dear community,

 

I have a question on security predicates.

As we all know we can inherit security predicates from Salesforce in TCRM so that a user only sees in a dashboard what he is able to see in SF.

But can we apply thos security predicates if we mix SF data with external data?

Let's say that I add data from an external source in a dataset that was initally created only with SF data, will the security predicates still apply to that new dataset? And if so, what are the steps to follow to set it up?

 

Thanks in advance!

#Tableau CRM #Security #Security Predicates

2 respostas
  1. 29 de set. de 2021, 08:53
    @Luis PEREDA CALVO

    the same steps as we do for normal security predicate

    We too use external data and we use security predicate

    'Dataflow.fieldUserName' == "$

    User.Name

    "

    Basically dataflow.fieldUserName will be UserName field which is coming from external source

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I have a requirement to use User related contact value in Security Predicate in Einstein Analytics. For every user, there will be a contact (Role Code) and I need to pull that value in Security Predicate.

 

Instead of going with the Automated process and pulling the value on the User record, is there any way where I can directly pull child field value from the user in security Predicates (like $User.Contact.Role_Code__c)

 

Can anyone please suggest how to achieve this?

 

Thanks! 

#Tableau CRM #Einstein Analytics #Security Predicates #Tableau CRM #Tableau CRM Dashboards

9 respostas
  1. Ines Garcia (get: Agile) Forum Ambassador
    14 de set. de 2021, 11:51

    Sorted here Sumanth?

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If a record owned by a specific user ,Is it always possible to edit a record ,user above  that specific user in Role hierarchy by default?

 

#Security #Security Predicates #Security Settings #Security Key #Security Specialist #Security Controls #Salesforce #Salesforce Admin #Sales Cloud

1 resposta
  1. 11 de jul. de 2021, 10:43

    Hi Abdul,

    If the "Grant Access Using Hierarchies" option is deselected on any object in sharing settings, users that are higher in the role or territory hierarchy don’t receive automatic access. However, some users—such as those with the “View All” and “Modify All” object

    permissions and the “View All Data” and “Modify All Data” system permissions—can still access records they don’t own.

     

    Hope this helps!

     

    Stay Safe

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Hello All,

 

I have a created a Dataset using data prep and applied the security predicate. However, I could not see the security predicate being reflected on the dataset. Moreover, when I try to manually add the predicate on dataset, it just clears out without any error. Please suggest.

 

Thanks for help,

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Hi Everyone,

 

I am trying to limit the access of filters by certain users. I have two filters namely Account Manager and Seller Name. 

 

>> I want account managers can see only those sellers which are assigned to them from the given list of filters. 

>> Likewise for Account Manager filter, I want it can only be used by the Managers of the Account Manager but not by any Account Manager.

 

I have achieved row level security but it is only working for chart widget not the filters. But by using these filters, users are able to select any seller or account manager and access their record, which should not be the case.

 

Any help would be really appreciated.

Thanks!!

5 comentários
  1. 16 de abr. de 2021, 09:40
    Hi @Shraddha Sharma!! I think that in the predefined Sales template app is something similar to what you need. In the corresponding dataflow you can find the nodes "Join_User_Manager" and "Flatten_UserManager". Could you review it?
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Hello,

 

I am trying to apply security predicate for a dataset and I want the data to be restricted only to logged in user's Country. The user who logs into EA should see only his Country related data in the dataset.

 

I have achieved that by using the following predicate: 'Region.Name' == "$User.Country"

 

When I apply the above predicate, am only seeing data related to my region. Now, is there anyway to exclude system admin profile from this security predicate as I need to see all the rows as a system admin.

 

This might be a basic question but I am learning..so thank you guys in advance :)

1 comentário
  1. 24 de mar. de 2021, 14:11

    You can create a column to your dataset with the fixed admin role and add this condition to your predicate.

    e.g. new column 'View profile' containing "Salesforce Admin" and then predicate '

    Region.Name' == "$User.Country" || 'View profile' == $User.Profile
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Hello all!

 

I would like to know if security predicate syntax can be deployed?

I'm asking that because I made syntax adjustments inside of dataflow but even running the dataflow successfully the syntax inside of dataset settings (blue square) is not updated with the new syntax that came from dataflow.

 

Do we need to perform the update manually? Or have a different way to cover this?

 

Thank you in advance. 

1 comentário
  1. 23 de mar. de 2021, 14:49
    Security predicates applied on a register node will only update the dataset's predicate when the dataset is initially created. After that, you need to go to the dataset's edit page.
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Looking for some help with a security predicate problem. 

 

Need EA Dashboard to dynamically expose data to various regional managers on an Invoice and Invoice Line Item object (Master Detail)

 

Using 'OwnerId' == "$User.Id" on the Invoice header object works properly.  Regional Mgrs see only their data.

 

But can't get security at the Invoice Line item level to work properly.

 

Added custom formula field on Line Item object that points to the parent Invoice OwnerId (OwnerIdLI__c).

 

Can't get this security predicate to work  -- 'OwnerIfLI__c' == "$User.Id"   Results in "Can't find an data"

 

Thanks for any help!

14 comentários
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