Questions tagged [role-hierarchy]

The tag has no usage guidance, but it has a tag wiki.

Filter by
Sorted by
Tagged with
1
vote
1answer
24 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 "...
0
votes
0answers
11 views

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 ...
2
votes
1answer
396 views

How do I route in Process Builder based on role hiearchy?

We have two different groups in our company serving as admins for Salesforce. One covers the EU and one covers North America. I want to create a workflow rule for leads so that a lead is routed to ...
3
votes
1answer
40 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
389 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 ...
0
votes
1answer
26 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
2answers
1k views

Restricting record level access in role hierarchy

If i set the OWD for Account as private and if i create a public group and add some users into that and create a sharing rule for giving read and write access to that public group then managers of the ...
0
votes
1answer
227 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
0answers
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 ...
0
votes
1answer
29 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? ...
2
votes
3answers
1k views

Private or public read-only Organization Wide Settings for custom object?

I would like to know about how can I distinguish whether a Custom Object OWS is set to Private or Public read-only via Apex. As far as I know and find referenced here Get object sharing setting on ...
1
vote
1answer
28 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
33 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
33 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
29 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
0answers
19 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 ...
0
votes
0answers
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 - ...
0
votes
0answers
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 ...
0
votes
3answers
35 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
69 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 ...
4
votes
2answers
82 views

How to make sure that manager should have access to his reporting users only?

In Salesforce by role hierarchy we can manage data access, but by role hierarchy anyone having the same role has access to peers reporting user data. So how to handle scenario where Manager (Role ...
2
votes
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 ...
0
votes
0answers
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 ...
0
votes
1answer
351 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
votes
2answers
82 views
1
vote
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 ...
3
votes
1answer
63 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, ...
1
vote
0answers
181 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 ...
0
votes
2answers
253 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
764 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
270 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
350 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
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 ...
1
vote
4answers
4k views

How to use Save Hierarchy level in Salesforce reports

Any idea about How to use Save Hierarchy level in Salesforce reports. Cannot see the option to choose this on the report. How do I see data based on roles.
6
votes
3answers
3k views

Find users under a node in role hierarchy

We have a multi level role hierarchy. I need to find all the users directly under a role and its sub-roles in a role hierarchy. How can this be achieved efficiently using SOQL or Apex or any other way ...
2
votes
1answer
2k views

org wide defaults for an object explanation of settings

If I set up the OWD for an object a, with out sharing rules, manual sharing, or role heiarchy what can we expect to see? For Private- do they see only records they own? or that users in their role ...
2
votes
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 ...
0
votes
1answer
891 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. ...
4
votes
2answers
10k views

Difference between Role Hierarchy and Territory Management?

I have territory already setup with more than 1000 territories. I have seen that roles are not assigned in the org. In roles introduction page, I can see "Territory based Heirarchy" as 1 of the option....
0
votes
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 - -...
2
votes
1answer
63 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 ...
2
votes
2answers
248 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 ...
6
votes
1answer
6k views

Custom Report not showing records visible to users

I understand the following: Custom Report Types must use the Role Hierarchy Reports using Role Hierarchy show all records below the current Role Sharing Rules allow records to be shared with roles ...
5
votes
1answer
521 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 -->...
3
votes
3answers
3k views

Assigning Users or Role to queue via apex code

Is there any way I can assign a particular user/particular Role to a Queue via Apex code. I am creating that queue via apex code only. So to automate the process I want to assign users/roles ...
0
votes
1answer
123 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 ...
4
votes
1answer
750 views

Generic account owner considerations - record skew - customer portal accounts?

In our organization, accounts aren't owned, and teams are used to manage sharing of accounts. We're planning on having all accounts owned by a single generic user. According to the architect resources ...
2
votes
0answers
58 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 ...
1
vote
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 ...
1
vote
1answer
359 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.