Questions tagged [role-hierarchy]

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Access note created by senior user under account

One of my colleague is facing issue with in the client's org. Like below: There are two users(JuniorUser, SeniorUser) with same profile(UserProfile1) with Salesforce license. JuniorUser reports to ...
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Report by "My Team" even with transparent sharing rules

At the moment we are unable to use the “My Team’s Accounts” (or Opportunities) filters as seen below, when we do nothing is filtered and I believe it’s because of our sharing rules and I’m looking for ...
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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 ...
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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 ...
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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 ...
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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 ...
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3 answers
135 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
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1 answer
140 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 ...
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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?
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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 ...
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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 ...
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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 ...
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2 answers
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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 ...
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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 ...
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1 vote
1 answer
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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 ...
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3 votes
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'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 ...
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2 votes
1 answer
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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 ...
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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" ...
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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 ...
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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 ...
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2 answers
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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 ...
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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 ...
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2 votes
1 answer
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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 | |...
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  • 456
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1 answer
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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?
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2 answers
131 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 ...
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267 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 ...
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2 votes
0 answers
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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 – ...
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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 ...
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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 ...
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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 ...
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3 votes
0 answers
39 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 ...
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1 vote
1 answer
986 views

Default Customer Community Plus Roles expose all Account's

I would like all Account's to be private, however users can see any Account enabled with Customer Community if that Account Owner is in the same Role as them. Using "Account Access", by clicking on "...
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3 votes
1 answer
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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 ...
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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 ...
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1 vote
1 answer
4k 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 ...
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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? ...
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1 vote
1 answer
471 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,...
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1 answer
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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 ...
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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 ...
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-5 votes
1 answer
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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 ...
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0 votes
3 answers
461 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 ...
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1 answer
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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 ...
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1 vote
2 answers
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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 ...
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2 answers
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Is there a way to delete multiple roles at one go or the whole Role Hierarchy? (with or without inactive users)

Right now I have to delete 1 by 1 and that is really time consuming.
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1 vote
1 answer
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Winter'19 Release: "Opportunities: Retain Edit Rights for Previous Opportunity Owners"

This is a useful feature in some situations: https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_sales_features_core_oppty_sfx.htm But this can literally double the share table ...
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  • 2,061
1 vote
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Set Category Group Visibility Settings for Role using Apex

The question is can I set Category Group Visibility Settings for Role using Apex code somehow? My logic creates Data Categories (I'm using Metadata Api for it) and User Roles (I'm using UserRole ...
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3 votes
1 answer
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Insufficient Access Updating Role DeveloperName via Apex

A little background, for some reason my sandbox orgs are adding an "A" or "D" to role developer names when queried or when added to changesets. SF is investigating why this is happening. Regardless, ...
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Organisation wide role Hierarchy restructuring

Our organization has gone through restructuring recently, so we need to rename and restructure role hierarchy. What is the best practice for renaming role and restructure hierarchy and also what are ...
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1 vote
2 answers
2k views

How to restrict record access from users who are on same level in role hierarchy

I have role hierarchy defined as follow, A {CEO Role} B C {Principle Role} D E {Manager Role} My OWD is Private, but still, - B can see E's Data - C can See D's Data. How can I restrict ...
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1 vote
1 answer
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Why is user having same role/profile able to post in broadcast only Chatter group when others can not?

I have created a private, broadcast Chatter group. I have a Visual Flow, triggered by a Process Builder process on a record change that will post a message to the Chatter group. Based on user reports ...
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