Questions tagged [role-hierarchy]

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Apply Opportunity Team Access on a Custom Object

We have installed managed package which has a custom object with a lookup(cannot create master because of managed package) relationship to the Opportunity object. Oppty teams has an read access to the ...
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1answer
30 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
24 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
76 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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12 views

Einstein Dashboard Account Default

So I am trying to implement a dashboard for my sales account that has specific data based on which account the dashboard is inserted to. My problem is that I am not sure how to specify which data is ...
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1answer
28 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
27 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
30 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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32 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
28 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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17 views

Can “Delegated Administration” be used to allow users to edit other user's tasks?

I would like to allow a group of users (same Role Hierarchy) to edit each other's tasks. I changed the "Activity" sharing rule to "Controlled by Parent". Am I able to use "Delegated Administration" to ...
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19 views

Show Me by Role in Report Filter giving inaccurate results

I have a report in Opportunity, when clearing this filter gives me all the opportunity reports (e.g. 500 Reports), but when selecting a specific Role (example: the Topmost role in the role hierarchy - ...
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7 views

Clarification regarding a case study for “Complex Sales Realignment”

I came across the following article Case Study In key observation, the article states "Portal Roles – when the owner of a portal account is changed, the roles that provide access to the portal ...
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3answers
33 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
58 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
256 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
47 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
68 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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164 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
58 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
220 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
654 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
229 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
293 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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1answer
1k 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
35 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
768 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
59 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
1k 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
122 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
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2answers
238 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
56 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
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1answer
474 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
49 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 ...
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2answers
1k views

Need a Help on Role Hierarchy.Restricts Records based on User's Manager

Role Hierarchy: User A is the Manager of User C and User B is the manager of User D. Now as per role hierarchy,Records created by User C & User D can be accessible to User A & User B.Although ...
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1answer
345 views

Metadata API Accessing parentRole for a Role

I'm trying to add roles to Stash for my company. I created a package.xml (listed below) to get the roles. According to Metadata API Developer Guide: Role, there is a parentRole field which I'm not ...
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46 views

control the visibility of user's records to other mangers

I would like to control the visibility of user's records to other mangers. Example, Lead and opportunity records should be visible only to the user's manager. and should not be visible to all ...
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1answer
107 views

Difference between Profile & Sharing Settings?

We have a flat organizational Role Hierarchy. One Manager (Profile 1) and two Staff (Profile 2) for both South and West. Both of these managers report up to the Regional Manager. We have built loads ...
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1answer
337 views

Hide Portal/Community Roles in Report Hierarchy

Is it possible to not show Portal/Community Roles in Role Hierarchy when doing Show Hierarchy? I could not find any settings for this nor any confirmation that this can't be done.
2
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1answer
559 views

Access to account, contact and opportunity on lead conversion

I was practicing for Sales Cloud and came across the following dummy question: Joe is the record owner of a Lead. A Lead sharing rule has been defined so that leads owned by Joe are shared with ...
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1answer
206 views

Add Role to Permission Set for User to see Report

I have a user in my org that needs to view a report. The user used to see the report before he changed role - he is still allowed to see the report but can't as the report is 'role hierarchy' based... ...
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1answer
101 views

Use Case: Sharing For Record Visibility (no Roles)

Does anyone have any advice on my thoughts that we not use (barely) any Roles, and share records solely using Sharing Rules? Originally we looked at having each Division of the company in a Role, ...
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1answer
1k views

Can't change owner of a record belonging to a role above me in the hierarchy

I am wondering if we have misused the Role Hierarchy...I have three roles like: Manager Team Leader Team Member These (and others) all belong (via their role) to the same Public Group and the same ...
13
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1answer
2k views

Role-based sharing rules for partner community users

When dealing with role-based record sharing in a Private sharing model, I often run into a scenario where managers should see their peers' records while their subordinates should not. It's simple ...
1
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1answer
410 views

How to unit test a class returning all subordinate roles for a given role?

I have an apex class which returns all subordinate roles for a given Role (all roles are non-portal). The class is similar to this one and returns a set of IDs for all roles below the given role. For ...
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1answer
138 views

How do I keep data private using the role hierarchy and org-wide defaults? [closed]

I have one org and three users in it. 1st user is owner with role owner. and 2 user is manger with same role manager. Now I want to keep to manger data private to each other so they only can see ...
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0answers
55 views

Comunity user Case Read/Edit by accounts - parent account(Portal) Contacts

I have an account, and its contacts(Community Users) have a parent account(Partner Account), and its Contacts(Partner User). I want when a Community User creates a case it should be Read/Edit by its ...
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1answer
26 views

Custom data segmentation requirement

I have a requirement where there are federal and commercial Orders. Federal Orders should only be shared with Federally certified users and commercial users should not see these orders. Federal users ...
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1answer
266 views

Query related to Manual Sharing and Sharing Button when OWD & Role Hierarchy is used

I just setup a new DEV ORG and setup below scenario for a testing The Accounts OWD is set as Private I have 3 users User_A (Admin Profile), User_B (Standard Platform) & User_C (Standard Platform) ...
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1answer
204 views

How to send chatter message in apex from a user lower in role hierarchy to a user who is higher in role hierarchy

I'm trying to send the message to the users in my organisation on chatter from Apex class. Sample user hierarchy where I'm trying to send the message is given below: User 1 |----user 2 ...