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3
votes
1answer
26 views

Find users under a node in role hierarchy

We have multi level role hierarchy. I need to find all the users directly under a role and all other roles which are under that specific role in role hierarchy. How can this be achieved efficiently ...
3
votes
1answer
50 views

When to use Groups and when Roles

We are building a solution using service cloud console which will be used by multiple customers. One org will have data in various objects like accounts, contacts, cases and some custom objects for ...
0
votes
1answer
31 views

Record level security among multiple customers accessing solution

We are building a solution using service cloud console which will be used by multiple customers. We will have our code pushed to one org in production and this org will have data in various objects ...
4
votes
0answers
25 views

How to make sure that manager should have access to his reporting users only?

In Salesforce by role hierarchy we can manage data access, but by role hierarchy anyone having the same role has access to peers reporting user data. So how to handle scenario where Manager ...
1
vote
1answer
64 views

Sharing records using criteria based sharing rules

Made OWD for Contact as Private and defined 2 criteria based sharing rules If brand = abc.. share this contact with Role A and its subordinates If brand = def.. share this contact with Role B and ...
1
vote
1answer
35 views

Sharing records with roles based on recordtype and field value

My Org has 2 brands "A" and "B". On each contact record there is field called Brand. If this is populated with "A", record type is changed to "RT-A" and if Brand has value "B", record type is changed ...
1
vote
0answers
14 views

Is there a way to add role to top level role defined in role hierarchy

Our organization has role hierarchy defined as follows: A B B.a B.b C I would like to add a parent to top level role 'A'. Is there any easy way to add this rather than rebuilding entire role ...
0
votes
1answer
21 views

Does Case field 'IsVisibleInSelfService' have any effect on Customer Communities?

According to SF's SOAP API documentation: IsVisibleInSelfService: Indicates whether the case can be viewed in the Customer Service Portal, Partner Service Portal, and Self-Service Portal (true) ...
0
votes
1answer
18 views

Is there a way to let a manager use the “log in as another user” permission, but only as their own subordinates in the role hierarchy?

I have been scaling back system permissions across many non-admin profiles in our org, but one manager has complained that he needs to be able to log in as his reps in order to troubleshoot various ...
2
votes
3answers
80 views

Assigning Users or Role to queue via apex code

Is there any way I can assign a particular user/particular Role to a Queue via Apex code. I am creating that queue via apex code only. So to automate the process I want to assign users/roles ...
2
votes
0answers
21 views

Role for Inactive users

In our salesforce instance the roles were cleaned up and as a result some of the inactive user's role were deleted, now those inactive users owned records are not pulled in reports as the owner of ...
1
vote
0answers
12 views

How we can change “This role reports to” lookup value for partner executive role in role hierarchy

I want to change "This role reports to" lookup value for "Partner Executive" role in role hierarchy by default Partner Executive role report to General Profile role in role hierarchy. Current Role ...
-1
votes
1answer
28 views

Workflow Based on Role

I want to execute the Worklflow based on ROLE. I had tested the same workflow with PROFILE it was working fine, but with ROLE not working AND(($User.UserRoleId = 'PIP || BON'),ISCHANGED ( CloseDate ...
0
votes
0answers
27 views

Public Groups Relationship based on Roles

I need one clarification related about public groups. In my Developer box i have a role hierarchy configuration for multiple countries. When i add any one of the user to some public groups then the ...
0
votes
1answer
30 views

Role Hierarchy Changes Analysis

I have been asked to assess role hierarchy changes. I am thinking that analysis of the sharing rules, public groups, reports, user management and data movement are areas to consider. Anyone have ...
1
vote
1answer
23 views

dynamic sales teams with roles

I need to create a certain visibility on accounts and alla their related objects in my org. Org wide defaults are now set ad private, but i need to create sales team with sales men and managers. ...
0
votes
1answer
43 views

Quick Question about Role Hierarchy Visibility during Reporting

Good morning! This should be an easy one. The Role Hierarchy that shows up at the top of Reports involving the Opportunity Object... the one that can be seen here: ...
0
votes
2answers
58 views

How to whether a user has been assigned a role or not?

I need to know the list of users who have not been assigned any role. Can any one please provide the query to know that ? Thanks in advance .. !!
1
vote
1answer
52 views

Role Hierarchy level-based stamping via Apex/Workflow

Good morning! Trying to use Apex or alternative methods to stamp a Role Hierarchy's senior levels into custom text fields based on the Record Owner's position in the Hierarchy upon status change. ...
1
vote
2answers
50 views

How to get users list in the above(superiors) in the heirarchy???

I want to get the complete list of users who are superiors(Users above) in the role hierarchy. How can i get the users list?
0
votes
2answers
162 views

Private or public read-only Organization Wide Settings for custom object?

I would like to know about how can I distinguish whether a Custom Object OWS is set to Private or Public read-only via Apex. As far as I know and find referenced here Get object sharing setting on ...
0
votes
0answers
64 views

Get 'grant access using hierarchy' value in Apex

My question is the next one: Is it possible to get through Apex code the value of the checkbox besides every custom object which marks the 'grant access using hierarchy' option in the Sharing Settings ...
1
vote
1answer
99 views

Record Sharing Using Role Hierarchies

In OWD, for account access is "private". So,I have created sharing rule on Account object with the following criteria. Criteria - Account Record Type= Account Type UK Share with- Role:"Marketing ...
0
votes
1answer
50 views

How do I route in Process Builder based on role hiearchy?

We have two different groups in our company serving as admins for Salesforce. One covers the EU and one covers North America. I want to create a workflow rule for leads so that a lead is routed to ...
1
vote
1answer
68 views

Updating account on opportunity causes owner sharing record get deleted

Workflow updates account owner to generic user 'SFDC Admin' when ever account are created by users. with that said.. If any user is updating account on opportunity, it is resulting in deletion of ...
1
vote
1answer
60 views

Help controlling record access

I have a requirement to control record level access that I'm having trouble solving. I need to be able to share all accounts with the org(read/write) except for accounts owned by one particular user ...
1
vote
1answer
19 views

How to find the id of the user whom I report to?

I have functionality to implement, that involves two typse of users: Operators & Managers(defined in hierarchy by roles). The requisite, claims to add two buttons in a page, that should be visible ...
0
votes
1answer
477 views

Role Hierarchy Developer Certification Question

Hoping some good Samaritan(s) who happens to be Salesforce developer experts could weigh in on the answer to this question as I am unsure: For objects where data access is granted through the role ...
1
vote
1answer
94 views

Communities: Provisioning existing Salesforce licensed users as Partner Users

Existing Solution: Dealers and Vendors (external users) using Salesforce Licenses. They are assigned to Roles (Dealers at the bottom below Vendors). They own Accounts, Opportunities and other custom ...
1
vote
2answers
325 views

Restricting record level access in role hierarchy

If i set the OWD for Account as private and if i create a public group and add some users into that and create a sharing rule for giving read and write access to that public group then managers of the ...
4
votes
1answer
153 views

Generic account owner considerations - record skew - customer portal accounts?

In our organization, accounts aren't owned, and teams are used to manage sharing of accounts. We're planning on having all accounts owned by a single generic user. According to the architect resources ...
1
vote
0answers
148 views

Role based sharing: All Components in Salesforce and what is the best way to make existing changes

Not sure what is the best way to ask this question I am listing down all the places (configuration only) components where force.com platform provides option to share/assign based on Role, Role and ...
2
votes
1answer
3k views

Difference between Role Hierarchy and Territory Management?

I have territory already setup with more than 1000 territories. I have seen that roles are not assigned in the org. In roles introduction page, I can see "Territory based Heirarchy" as 1 of the ...
2
votes
2answers
820 views

How to properly use “Manager Groups”

I've just had the "Manager Groups" option enabled by SFDC. I am now trying to build an "Appraisal" object so that the records in it are only viewable by the record owner and anyone directly in that ...
5
votes
1answer
406 views

Team, Role, and User Criterion defined access to Account feature

I have a private feature VF page on an Account. Our Account sharing model is Public Read with Edit rights given via Account Teams. I want to display this VF page only to: Account Team Members ...
2
votes
1answer
609 views

Contact visible with OWD Private even though user doesn't have access

I got a requirement that I need to soft delete the Accounts and Contacts. So only deleted records should be visible to System Admin. And also all Accounts and Contacts are shared based on role ...
1
vote
3answers
1k views

How to use Save Hierarchy level in Salesforce reports

Any idea about How to use Save Hierarchy level in Salesforce reports. Cannot see the option to choose this on the report. How do I see data based on roles.
2
votes
2answers
193 views

How to grant limited access to accounts?

I have a support rep that his role has access to ALL accounts. Support role does NOT have access to opptys. There is a request now to give a specific support rep, access to a specific account opptys ...
0
votes
1answer
47 views

How to enforce role based accessibility for Knowledge Articles?

How to make users at specific roles be able to access knowledge articles created by the users on same roles? For example: there are four management streams. lets say: Billing Dept, Financial Dept, ...
1
vote
1answer
110 views

get Activity Owner's Role from the Org Hierarchy

Is there a way to get the Activity Owner's role in the hierarchy as part of a formula?
1
vote
2answers
2k views

If I assign a hierarchy Role to a user, why is the Manager field not updated?

So I understand that you are able to view records of the people that are 'under' you in the role hierarchy. That's quite useful, so we have laid out a tree and properly assigned the users. Now the ...
2
votes
1answer
88 views

Granting read/write to all members in a role

I'm sure there's a way to do this but can't quite figure it out. I have a custom object, and want access to it controlled by the role hierarchy. However, I want everyone at the same role as the ...
2
votes
2answers
1k views

Customer Portal sharing access to existing custom object

We are turning on customer portal and we need new registered portal users to access custom object records already created (aka. the new portal user doesn't own this record). How do we grant access to ...
0
votes
1answer
64 views

limiting access to managers in the same role

what is the best way to limit managers in the same role to being able to only see the records they own and those of their subordinates. Thanks
3
votes
1answer
1k views

Deploy questions

I have several questions regarding what can and cannot be done using Eclipse to deploy. In my next deploy I will be implementing some significant changes to our current schema. This was necessary ...
1
vote
0answers
331 views

Why can't I see all Position records created by users & other data access questions

It seems that users can only view/edit Position records that they have created. However, I expect records to be readable and editable by users higher in the Role Hierarchy. I also expect records to be ...
4
votes
1answer
121 views

Why there is no createdby and createddate field in UserRole object.?

There are few roles in Org. I need find out who have created this role and when ? I could not see Created Date and Created BY field in User Role Object. Please suggest ..thanks .
4
votes
3answers
1k views

Customer Portal User creation using apex

i creating customer portal user using apex i got this issue as give below. Insert failed. First exception on row 0; first error: UNKNOWN_EXCEPTION, portal account owner must have a role: [] i ...
0
votes
1answer
104 views

If I create a new set of roles in a developer sandbox will the role ids be the same when I push them to another environment?

I can't test this myself, as I don't have access the other side of the deployment connection. Thanks!
2
votes
2answers
603 views

What is 'Administrator' - in sharing rules?

I have a weird situation, where a user, whom should NOT have access to a specific account, was able to See it Change Account. The account is set in US region, and the user is in Asia. We have ...