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#Sharing Settings0 discussing

we have a partner community where we restrict the access to users using a dealer custom field.  they should only see accounts with that dealer (which matches the partner users account).  We have found some random accounts that have a All Partner Users sharing rule so ANY partner user can see them.  

 

How do I identify those accounts and take the sharing off?  I cannot find a All Partner Users role.

 

#Sharing Settings

4 answers
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Sep 21, 2021, 12:40 AM

    "all Partner users" actually gets part of a Public Group. Its a out of box public group provided by salesforce for instances that has Experience cloud enabled. If you have a query tool like workbench.. you can use below query to get the Id of the "all partner users" public group

     

    SELECT DeveloperName,Id,Name FROM Group WHERE Name = 'All Partner users'

     

    Then.. use the Id retrieved from above query.. to check on sharing that considers this id.

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My org has several custom objects, but only some are displaying when I attempt to edit the OWD settings in the "Organization-Wide Sharing Defaults Edit" view.

 

What determines which custom objects are able to have their OWD settings edited, and which don't?

 

#Custom Object  #Sharing Settings  #OWD Access

3 answers
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I have a quick question, I am wanting to allow users to manually share accounts but it seems that users in the same role aren't able to share accounts that aren't owned by them. One workaround I had was to give a permission set to the group of users to allow them full access of all accounts to allow sharing. However, I am not wanting to give that much access. 

 

How can I allow users in the same role to be able to manually

 

#Sharing Settings share all accounts they have access to? 

1 answer
  1. Oct 5, 2021, 6:29 PM

    Since they are just being shared amongst users in the same role, have you considered going the role hierarchy route?

    Would certainly be more secure than granting view all permissions!!

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I am unable to edit sharing rules. Please see screenshot. The fields are in grey. Why is that happening?

Also, if I change the label name of a hierarchy role (not the API) and this name appears as part of a role in a sharing rule based off of roles, do I need to update anything in the sharing rule or will the sharing rule  update automatically with the new name?

 

#Sharing Settings  #Role Hierarchy

2 answers
  1. Oct 27, 2021, 10:46 PM

    HI,

     

    I think you have clone and create another

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Hello All 

 

We are struggling with sharing rules at the moment.

Is there a way if I can create a sharing rule with read/Write access based on a particular stage to the owner of that application?

 

Basically I don't want to give edit access on profile level so that owner should not be able to edit any information on his application record when application is not in a particular stage. 

 

Thanks in Advance

 

#Salesforce Admin #Profile Permissions #Sharing Settings #AwesomeAdmins

1 answer
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Hi Trailblazers,  I have added the user to public group. and the user's profile access is CRE. Sharing setting is created upon criteria based : record type = name  The user's Profile is having access to that record type too.  Thank you !  #Sharing Settings

2 answers
  1. Nov 25, 2021, 11:39 AM

    Hi Manasa,

     

    From your record details page try to enable the Share button from your page layout and validate/identify who all are receive the access, so this is the one of the way to debug your sharing access for the record, then based on that try to adjust with your sharing rule

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Users need to see each others' activities/tasks but the 

Activity object doesn't allow sharing rules or object permissions in Permission Sets or Profiles. Does anyone know a workaround?

#Sales Cloud #Service Cloud #Nonprofit #Activities #Sharing Settings #Sharing Rules #Tasks

2 answers
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Hi All, Is it possible to add sharing rules using the metadata api via apex ? Please let me know if anyone has built such a thing before. Thanks!!

 

#Sharing Rules #Sharing Settings #Apex #Metadata

7 answers
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Nov 11, 2021, 5:42 PM

    Hello,

     

    I've actually just come accross a github repository that has a example code snippet you could use;

     

    https://github.com/financialforcedev/apex-mdapi/blob/master/apex-mdapi/src/classes/MetadataServiceExamples.cls

     

    Thanks, Tom

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Hi, my sharing rules seem to be giving my users more access than they should. When I give read access to opportunities, they actually are able to have edit access to the records of the other users even though they are lower in the role hierarchy.

 

Org wide defaults for opportunities are set to private. 

 

Any help will be much appreciated!

 

#Sharing Settings #Profiles #Sales Cloud #Role Hierarchy

1 answer
  1. Nov 4, 2021, 3:41 PM

    Hi Josh, have you checked the sharing in the profile? If the profile has the edit permission you cannot take it away with a sharing rule but only grant additional access, e.g. delete. Best, Jan

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1 answer
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