Questions tagged [role-hierarchy]

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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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" ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 | |...
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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?
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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 ...
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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 ...
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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 – ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 "...
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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 ...
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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 ...
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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 ...
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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? ...
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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,...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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.
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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 ...
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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 ...
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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, ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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
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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 ...
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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 - -...
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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 ...
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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 ...
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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 ...
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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 -->...
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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 ...