The tag has no usage guidance, but it has a tag wiki.

learn more… | top users | synonyms

0
votes
1answer
15 views

Query related to Manual Sharing and Sharing Button when OWD & Role Hierarchy is used

I just setup a new DEV ORG and setup below scenario for a testing The Accounts OWD is set as Private I have 3 users User_A (Admin Profile), User_B (Standard Platform) & User_C (Standard Platform)...
0
votes
1answer
36 views

How to send chatter message in apex from a user lower in role hierarchy to a user who is higher in role hierarchy

I'm trying to send the message to the users in my organisation on chatter from Apex class. Sample user hierarchy where I'm trying to send the message is given below: User 1 |----user 2 ...
0
votes
1answer
30 views

Limit the view for Role so Only see Accounts in their branch of the hierarchy

Can I limit the View for ROLE APAC so that they only see APAC accounts and not AMER.
1
vote
1answer
28 views

Unable to Submit for Approval

I have a custom object K__c with OWD setting Private and with Grant Access Using Hierarchies set to true. There is a record k1 with owner u1. u1 has role r1. Manager of u1 is u2. r1 reports to ...
1
vote
2answers
40 views

Same Role with Different Profile

If I have to Sales Associates with same 'Role' but different 'Profile' will they be able to see their opportunities? If they have same role and same profile, will they be able to see each others ...
0
votes
0answers
20 views

How to allow non-opportunity owners to add opportunity team members? [duplicate]

Current Roles hierarchy: Role1 1.1. Role2 1.2 Role3 Oppty owner with role role 2 Now we need the user with role 3 needs to add the oppty team member..is it possible? Note: only with ...
1
vote
1answer
75 views

get all members of public group EXCEPT where they are managers if a member

I am using the below code to get the members of a public group, plus all the indirect members (either members of a child group, or associated by their role membership) public class GetAllGroupMembers ...
3
votes
0answers
29 views

Search Roles in salesforce metadata

There are 3 roles which I want to know if it is referred in metadata or not. But my question is using which keyword I need to search the roles ? Currently I am using Role and UserRole keyword to ...
1
vote
1answer
28 views

compile error in for loop getting group role membership

I need to get all members including members associated by their roles of a group passed in and am having trouble with the below code: List<String> roleRelatedGroupIds = new List<String>();...
2
votes
1answer
199 views

Custom Report not showing records visible to users

I understand the following: Custom Report Types must use the Role Hierarchy Reports using Role Hierarchy show all records below the current Role Sharing Rules allow records to be shared with roles ...
0
votes
2answers
61 views

Send Email Alert to Higher Level Role In Role Hierarchy

I have Email Notification functionality but finding some difficulties in it. My Requirement : I have custom field(look up datatype) called Assign_To__c which is look up to User object(standard ...
0
votes
0answers
20 views

Able to make isactive = false for such users who are manager of some other users

I am able to make isactive=false for such users who are manager of some other users.As per salesforce funtionality i should not be able to make isactive=false using DML as it will throw dependency ...
4
votes
1answer
134 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
68 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
43 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
40 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 (Role ...
1
vote
1answer
122 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
52 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
1answer
28 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
76 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
23 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
280 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
29 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
15 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
36 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
42 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
39 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
28 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
182 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: http://releasenotes.docs.salesforce....
0
votes
2answers
90 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 .. !!
2
votes
1answer
77 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
103 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
213 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 ...
1
vote
1answer
127 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 ...
1
vote
1answer
69 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
86 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
72 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
21 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
498 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
121 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 ...
2
votes
2answers
400 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
201 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
203 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
4k 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 option....
2
votes
3answers
1k 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
504 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
875 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
2k 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
210 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
53 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, ...