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Person A and Person B are under same profile(eg: Both are Sales Persons). Can Person A reports to Person C and Person B reports to Person D using role hierarchy?

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Yes, It's possible. Role Hierarchy can be effectively able to designed in following 2 ways,

Let assume in here Person A having manager as Person C and Person B having manager as Person D.

Design 1:

Person C (Let's say role "State 1")
----Person A (Let's say role "District 1") (Sales Person Profile)

Person D (Let's say role "State 2")
----Person B (Let's say role "District 2") (Sales Person Profile)

Design 2:

Person C, D (Let's say role "State")

-----Person A, B (Let's say role "District")(Sales Person Profile)

Both above 2 design is possible.Role Hierarchy and Profile assignment are different designs. You need to use those effectively.

Please let me know if it helps.

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  • Thank you! What if C and D are in different profiles? eg: C is a manager and D is the director? Does it work?
    – Elina
    Oct 12, 2021 at 16:16
  • Yes, Profile is used to provide access for the specific person. It's not interfere sales person and manager relation. As you mentioned whether person C is manager and D is director profile also they can able to view Person A and Person B records on above 2 designs :D.
    – Raj
    Oct 12, 2021 at 16:20
  • Please mark it as "answer" if that answer really answer your question. It's will help remaining users also which will having the same doubt in forward days.
    – Raj
    Oct 13, 2021 at 12:13

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