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Questions tagged [role-hierarchy]

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Account report filtered by role hierarchy

My main goal is to create an account report that shows accounts owned by anyone in one team (Business Development). I need to include the manager and reps in the report. The reps themselves are always ...
denvergreene's user avatar
  • 1,198
0 votes
0 answers
39 views

OWD vs Role hierarchy on Activities

I have a problem with setting up data security as per client's needs. What I want is for any user to have access to any Task regardless they are the owner or not of the task or the account or contact (...
Simona Croitoru's user avatar
0 votes
0 answers
46 views

How to fetch ParentRoleId in Validation Rule from a Custom Lookup to User

I need to compare the parentroleid or Name of the parent role, of two lookup fields to user however am able to get logged in user's parent role i,e ($UserRole.ParentRole.Name) works but [...
KrishnaGirinathan's user avatar
0 votes
1 answer
119 views

Restructuring Salesforce Role Hierarchy: removing one role and promoting another role to the Top Role

I have a Salesforce role hierarchy structured as follows: - GrandFather - Father - Child1 - GrandChild1 - GrandGrandChild1 - GrandGrandChild2 - GrandChild2 - ...
Dmitriy Yurkin's user avatar
-1 votes
1 answer
35 views

How to deselect "Grant Access Using Hierarchy" OWD setting for a custom object which is controlled by any other Parent object?

I have a use case where I have a custom object which have a master detail relationship with account object and due to this its OWD sharing setting are controlled by account object, Since account is a ...
ayush ranjan's user avatar
1 vote
1 answer
435 views

Does access granted via Case Team Members roll up via the Role Hierarchy? If so, why?

I've done some testing on this and would like someone to confirm that it is expected behaviour that adding a User to a Case Team results in Users above them in the role hierarchy being able to gain ...
JustinF's user avatar
  • 485
1 vote
0 answers
74 views

Custom profile User doesnt have access for Record sharing

I have a custom profile 'System Administrator1' and only one user under this profile and that user is not able to share account records with the users who are below them in the role hierarchy When ...
Yogesh Sakat Aphidas's user avatar
1 vote
0 answers
153 views

Report : Save hierarchy level not working

When a user creates a report with specific filters, they were unable to see results. As a admin i'm enabling the Save Hierarchy Level in report properties. After some time again the user cant see the ...
Emmanuel Angelo.R's user avatar
1 vote
2 answers
623 views

How to control edit access to Role?

I have a role Sales Manager. The sub roles of Sales Manager are Sales Rep A and Sales Rep B. The records created by Sales Rep A user and B user are seen by Sales Manager. It is done by Role level ...
Sanjana Rajasekar's user avatar
1 vote
0 answers
1k views

Salesforce not enforcing "Users in this role cannot access opportunities that they do not own that are associated with accounts that they do own"

I have a requirement that certain Opportunities (a very limited subset) have access limited to just the Opportunity Owner and the Opportunity Team - there should be no access granted by hierarchy. The ...
RD3's user avatar
  • 361
1 vote
1 answer
521 views

Not Able To Access Records In Role Hierarchy

I am a salesforce developer but new to admin. Tring to understand security settings using role hierarchy and having an issue or confusion here. I'll try to explain this below. I have two roles in the ...
NewBaySales's user avatar
0 votes
1 answer
868 views

Role Hierarchy, Sharing Settings & Team Member puzzling issue

I have this Role Hierarchy (assume there is only 1 user in each role listed below) How I've set up all the accesses: OWD: Account and Contract -> Private for both Default Internal and External ...
compski's user avatar
  • 1,352
0 votes
0 answers
221 views

How do I restrict access to a specific type of record without turning off "Grant Access Using Hierarchies"

We wish to prevent access up through the Role Hierarchy, when a very specific scenario happens on a custom object. But we are using the Grant Access Using Hierarchies on this object and turning it off ...
TheArchitecta's user avatar
0 votes
1 answer
2k views

How do I, Can I turn off grant hierarchies for the Case object?

We wish to not allow access to Cases marked as "Sensitive" to People in Roles above the owner of the case in the Role Hierarchy. e.g. Bob is trained on sensitive data, and his Manager Sue is ...
TheArchitecta's user avatar
1 vote
3 answers
2k views

Can we restrict record access from users who are on higher level in role hierarchy?

Can we restrict record access from users who are on a higher level in the role hierarchy in salesforce, through Apex or admin
Harshit Tyagi's user avatar
0 votes
1 answer
469 views

In Salesforce, how to disable Grant Access using Role Hierarchy for Standard Object

In Salesforce, how to disable/bypass Grant Access using Role Hierarchy for Standard Object. We know we can't disable this option for Standard Object but how to stop role hierarchy to see the record ...
Gourishankar's user avatar
0 votes
1 answer
105 views

Salesforce Role hierarchy

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?
Elina's user avatar
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0 votes
1 answer
1k views

How does role-hierarchy work for user/manager role

I would like to understand how role hierarchy works in SF as I have tried a few settings but somehow the role hierarchy is not respecting the record level access although the record level access is ...
SJ VP's user avatar
  • 1
1 vote
0 answers
79 views

Best method to allow External Users (CC+ license) to delete records owned by other external users (CC license)?

Based on this documentation, I know that Salesforce doesn't let you delete any records unless 1 of these 3 criteria are true: The User trying to delete the record is the owner. The User is higher ...
JustinF's user avatar
  • 485
0 votes
1 answer
195 views

admin created record Is shared with user

I created a user named"F10 manager" so I want to when the admin created the record or the existing record can not share with that user. I uncheck view all option in the profile (which is ...
user avatar
0 votes
2 answers
161 views

Role based sharing - unique names per team needed?

An example such as this Trailhead one: has distinct role names everywhere and so it is easy to understand the statement: Users at any given role level can view, edit, and report on all data owned by ...
Keith C's user avatar
  • 136k
0 votes
1 answer
425 views

can Sharing rules provides access to forecast hierarchy

Role A Role A1 Role A2 Role A3 Role B Role B1 Role B2 Role C Role C1 I have sharing rule on Opportunity to share the records of A1,A2,A3,B1,B2 to C1. But in the forecast tab, For C1 , he ...
indrasen neelam's user avatar
1 vote
1 answer
495 views

Record Access Calculation when OWD is public read/write and Grant Access Using Hierarchies selected

This could be an academic question, but, what happens when the OWD of a custom object is Public Read/Write and the 'Grant Access Using Hierarchies' is selected? Does it means that everytime we change ...
Juan Jardim's user avatar
3 votes
0 answers
17k views

'insufficient access rights on object id'

One of my users is trying to update a Contact record. OWD is Public Read Only on Contact. Grant access using hierarchy is checked. The user sits higher in the role hierarchy than the record owner. The ...
APEX Newbs's user avatar
2 votes
1 answer
3k views

What is the maximum number of Roles for Community Plus and Partner users: 50k or 5k?

What is the maximum number of Roles for Community Plus and Partner users: 50 000 or 5 000? I have read two different salesforce documentation articles which provide different information about the ...
p-p's user avatar
  • 174
0 votes
1 answer
67 views

How to Set Record Level Security for particular Records [closed]

How to set security setting if region equal north america then only that particular role can see and edit that opportunity not the other users roles. For Now If Region is "North America" ...
Harish's user avatar
  • 63
0 votes
1 answer
171 views

SOQL for All Activities Under a Role

I have a report that pulls back all activities under a role but it can only pull back a years worth of activities since Salesforce archives them. So I am wondering if I can take the filters on my ...
Carl's user avatar
  • 1
0 votes
1 answer
536 views

Grant access using hierarchies not working

Facing an absurd issue. USER A is aligned with role A. USER B is aligned with role B. Role A is at higher level than Role B. OWD settings for a custom object Test_c is Private. Through manual ...
SFDC LWC's user avatar
0 votes
2 answers
207 views

Does adding all the roles in to a group and creating a sharing rule with read only with the same group make the owner permission read only?

I have around 20 roles in the same level, like this: (not showing the parents of a and b) | | a b (level x) | | ------ --------- | | | | | a1, a2 ...
nSv23's user avatar
  • 544
1 vote
1 answer
691 views

A work around for having a role that can report to at least 2 other roles?

I want to create a role child that reports to Parent1 and Parent2. If I create child under Parent1 I cannot create child under Parent2. It says: Error: This Role Name already exists or has been ...
nSv23's user avatar
  • 544
2 votes
1 answer
324 views

A user at higher role should have access to his subordinates records only. Is the solution to create multiple roles for the same level?

I have the following situation for role hierarchy: World | ------------- | | Europe Asia | |...
nSv23's user avatar
  • 544
0 votes
1 answer
265 views

Can a user get forecast access to the role above in the role hierarchy

Role A Role A1 Role A2 Role A3 Role B Role B1 Role B2 Role C Role C1 Can a user in Role C1 get forecast access to the role A1?
Rinam Lanme's user avatar
1 vote
2 answers
836 views

Get records as per role heirarchy

I have a requirement of getting accounts with respect to role heirarchy. For eg. Lets say there are 3 roles A,B,C. Now when A user logins i want to fetch all the records of A,B,C user, similarly if B ...
Umesh Rathi's user avatar
0 votes
1 answer
522 views

Import/Export Hierarchical Data to Custom Object in as few steps as possible

Is there a Salesforce standard (or open source) approach to importing hierarchical data into a "custom" object? Suppose all UserRole records are exported to .csv (assume the org has/uses a UserRole ...
Peter Noges's user avatar
  • 1,130
2 votes
0 answers
436 views

Sharing knowledge articles between multiple data categories

I am trying to solve a use case for which I need expert advice whether the solution I am thinking is good or there is any better solution available. Customer is having below data categories – ...
Sudipta Deb's user avatar
  • 1,261
0 votes
0 answers
311 views

SOQL query by owners being below in role hierarchy

I have the following role hierarchy CEO | |--Big boss | |--National Manager | |--Regional Manager | |--Team Lead | |--Employee I am free ...
zaitsman's user avatar
  • 1,930
0 votes
1 answer
197 views

Can a role have access to records based on a field of the record itself?

Not sure if I made my point in the title, I'll try to explain it a little better. Let's say I have a role called Reseller. I have two resellers in my org: Reseller A and Reseller B. Now, I want ...
robruf's user avatar
  • 372
0 votes
2 answers
1k views

Role Hierarchy/Sharing Settings Issue? PostToChatter FlowAction - You don't have permission to do this

Note - I'm posting this question as there's clarity required - At what level does the record access need to open up for this scenario to be successful? This hasnt been clearly answered on the ...
gutsyfella's user avatar
3 votes
0 answers
50 views

Is there an alternative solution to prevent other profiles from seeing a certain profile's activites?

I have an original profile A A group of users wanted to go from profile A to a new profile called profile B that is an exact mirror of profile A. Profile B wants to create activities and task, but ...
Cara Cini's user avatar
  • 109
3 votes
1 answer
2k views

Role Limit (Internal + External) in a single Org

How many Roles (Internal and External) can a single org have? I can't find this documented clearly without references to Territory count. We know that Internal Roles and Account Roles are all stored ...
krigi's user avatar
  • 2,236
0 votes
1 answer
92 views

Contact from Partner User are hidden from Partner Executives

Here's my setup I create a new Dev Org. I did made Contacts Private internally and externally. I went in the Community Settings and set Number of partner roles to 3 I enabled Partner Relationship ...
Felix Pelletier's user avatar
1 vote
1 answer
7k views

Calendar lightning component to display on home page

Does anyone know an appexchange with a lightning component that would display the current user's calendar and the users calendars below in the hierarchy (as in Classic)? I would like to display this ...
CPen's user avatar
  • 11
0 votes
1 answer
171 views

All users in one role?

tldr: I'd like to just put every user in the same role, but I'm not sure what consequences that'll have besides messing up role-based sharing, which we don't really use. What else could be impacted? ...
Matt Wanchap's user avatar
1 vote
1 answer
876 views

How is user gaining ownership of an Account?

Upon changing the case access of a child role from "can edit all cases associated with accounts that they own" to "cannot access cases that they do not own" a user can no longer access a case. However,...
S.B.'s user avatar
  • 2,081
1 vote
1 answer
961 views

Role hierarchy not having Partner Manager and Partner Executive Role

I created a user by convert lead to contact and then enabling the partner account and enabling the partner user. I was able to create the user but when I edit the user to select a different role I ...
Furquan Khan's user avatar
0 votes
0 answers
41 views

Account Record Access Issue

I have a user with custom profile and role. The account is private in OWD and Read, Create, Edit access in profile. And we also have sharing rules on account where if records owner is in group, the ...
chandu's user avatar
  • 1
-5 votes
1 answer
265 views

how works Role Hierarchy in salesforce [closed]

If I have three users A,B,C and A is superior then B then C.I created one custom object School__c.its owd is private.The user C has read/write permission.All are in same profile.role is different like ...
sudhanshu singh's user avatar
1 vote
3 answers
1k views

Salesforce without a Role Hierarchy

I know that this questions goes against every single best practice in Salesforce but I'm working on a project where all users should see all records in the org. I'm going to lock down objects and ...
Jord's user avatar
  • 29
0 votes
1 answer
972 views

Role hierarchy Assignment Automation

I have a requirement to automate the role hierarchy assignment process to Users present in Salesforce. It will be based on field value recorded on User record with some condition. For example:- If ...
sanket kumar's user avatar
  • 15.4k
1 vote
2 answers
5k views

Reports automatically and forcefully filtered by owner role (Winter 19)

Since Winter 19 release all of our reports are now being filtered by owner role automatically. We can't find a way to clear the filter, and we can't find an entry in the release notes. A Salesforce ...
Schnaps's user avatar
  • 329