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How do I check record permissions in Salesforce?
- From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
- Select a permission set, or create one.
- On the permission set overview page, click Object Settings, then click the object you want.
- Click Edit.
- Select the record types you want to assign to this permission set.
- Click Save.
How do you assign a record type to a user?
From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile. The record types available for that profile are listed in the Record Type Settings section. Click Edit next to the appropriate type of record.
How do you change record types in apex?
1. User clicks New button to create a new opportunity 2. User chooses a record type for that opty — Media, Events, etc. 3. User fills in opportunity info and chooses various products/brands to attach to that opty. Each brand/product has a Product Family.
How to find out if a user has edit access to a record?
To find out if a particular user has Edit access to a record, use the UserRecordAccess object. This object is available in API version 24.0 and later. You can use SOQL to query this object to find out if the user has edit access to the record in question. But make sure that allRecordIds is a LIST of IDs.
How to find if users have a record type available to them?
For example, say that you have 2 Case Record Types, ‘Phone Team’ and ‘Web Team’, with both available to your Profile. Let’s make ‘Phone Team’ unavailable to test. Go into your Profile, and scroll down to the Record Types area, and click on Case, and then remove ‘Phone Team’ from the list of available Record Types.
How to get the account sobjecttype in apex?
// Get all Active Account RecordTypes that are available to the running user Map accountTypes = Utils.GetRecordTypeIdsByDeveloperName (Account.SObjectType); for (Account a : Trigger.new) { // ATTEMPT to assign a different RecordType to this Account // if it has tons of employees.