Questions tagged [role-hierarchy]
The role-hierarchy tag has no usage guidance, but it has a tag wiki.
131
questions
0
votes
0answers
14 views
Is there any method in Salesforce (or 3rd party apps) to auto-check if User Roles are used in any automations or code?
Is there any method in Salesforce to check for automation or code dependencies on User Roles? Or perhaps there's a 3rd party app that can do this?
I want to migrate updates to the role hierarchy ...
0
votes
0answers
18 views
Lookup field filter based on running user and roles
Is it possible to use the lookup filter by roles? I'm trying to do the following:
Person 01: (Role: CEO 01)
---> Assistant 01
Person 02: (Role: CEO 02)
---> Assistant 02
The thing I'm trying to ...
1
vote
1answer
29 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 ...
1
vote
0answers
1k 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 ...
2
votes
1answer
352 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 ...
0
votes
1answer
29 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" ...
0
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0answers
16 views
Role Hierarchy and Performance During Massive Load of Portal Accounts
In the trailhead module Large Data Volumes it says
Role hierarchy. You might think that loading would be faster if the owners of your records were not members of the role hierarchy. But in almost ...
0
votes
1answer
28 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 ...
0
votes
1answer
60 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 ...
0
votes
2answers
26 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 ...
0
votes
1answer
44 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 ...
2
votes
1answer
38 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
| |...
0
votes
1answer
37 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?
0
votes
2answers
27 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 ...
0
votes
1answer
138 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 ...
2
votes
0answers
77 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 –
...
0
votes
0answers
45 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 ...
0
votes
1answer
20 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 ...
0
votes
1answer
182 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
...
3
votes
0answers
33 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 ...
1
vote
1answer
519 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 "...
3
votes
1answer
448 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 ...
0
votes
1answer
30 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 ...
1
vote
1answer
2k 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 ...
0
votes
1answer
38 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?
...
1
vote
1answer
207 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,...
1
vote
1answer
211 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 ...
0
votes
0answers
39 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 ...
-5
votes
1answer
107 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 ...
0
votes
3answers
186 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 ...
0
votes
1answer
243 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 ...
1
vote
1answer
2k 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 ...
0
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2answers
684 views
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.
1
vote
1answer
128 views
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 ...
1
vote
0answers
246 views
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 ...
3
votes
1answer
153 views
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, ...
0
votes
2answers
530 views
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 ...
1
vote
2answers
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 ...
1
vote
1answer
463 views
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 ...
2
votes
1answer
664 views
Changing Lead Ownership for Siblings in Role Hierarchy
I have 2 roles in my org: A & B.
They users assigned to the role A have permissions to 'Create/View/Edit the Lead object as well as permission to 'Transfer Leads' and 'Transfer Records'.
A and B ...
2
votes
2answers
3k views
SOQL to find whether user's role is part of the public group
I have few public groups where I have only roles added. Is there any way to identify whether the current user is part of the group by taking current user's role and then comparing with the roles added ...
2
votes
0answers
36 views
Hierarchy sanpshot
I have a tricky situation. I have more than 350 sales people in my org and I have 4 levels in my hierarchy and hierarchy changes monthly. In case of new hire, it sometimes changes on daily basis as ...
0
votes
1answer
2k views
Role hierarchy with users reporting to different managers
I am trying to create a role hierarchy according to this requirement:
We have three roles: Sales Manager, Executive Manager and Sales Rep
Sales Manager and Executive Manager are at the same level. ...
2
votes
1answer
123 views
Salesforce - user trigger not invoked when user role changes
There are two ways to change user role. One is from user detail page, which invoke user trigger.
I am facing issue where if user role is changed from ROLE hierarchy screen, then user trigger is not ...
0
votes
1answer
3k views
Customer community user's role hierarchy based on account hierarchy
We have setup a community using customer community plus user licenses. There is a requirement to setup data visibility according to account hierarchy. I have following type of account hierarchy -
-...
0
votes
1answer
210 views
Apex class to test data access for each role
We are redesigning our role hierarchy and add new roles. We are thinking of testing this automatically. We are thinking of building an apex class which can login as a user in all roles and do a soql ...
2
votes
2answers
325 views
Does Pardot respect the Salesforce Role Hierarchy?
We have a strict sharing model in Salesforce whereby EMEA can't see APAC data and vice-versa. We've achieved this through the Salesforce Role Hierarchy. Is this preserved in Pardot too, i.e., if a ...
2
votes
0answers
66 views
Grant Access Hierarchy
I have a query on Grant access hierarchy and sharing rule.
I have in my system Accounts being shared to Users through Account Share , Group and Territory. Now, I have A1 account shared to T1 ...
5
votes
2answers
1k views
Role Hierarchy and User hierarchy design for reporting purpose
I am looking for best possible design for reporting purpose.
In our Salesforce Org there are Role hierarchies. OWD of Case is Public Read/Only
Contact Center Rep Role --> Contact Center Lead Role -->...
1
vote
1answer
50 views
Role Hierarchies
Pre-requisite: Account and Contact are in Master-Detail relationship. Both Account and Contact have two record types each, say Acc1 and Acc2 for Account and Con1 and Con2 for Contact. In the sharing ...
