Questions tagged [role-hierarchy]

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20 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
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1answer
25 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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1answer
463 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 ...
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1answer
16 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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1answer
496 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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2answers
22 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
961 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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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 ...
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1answer
36 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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2answers
2k 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
24 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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0answers
29 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
16 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
31 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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0answers
31 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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0answers
14 views

How to Share Calendar with the users in same role or Users above in the Hierarchy?

I have an org with five users where one is an Administrator, Two are Sales Managers, Two are sales reps. The requirement is that all the users should be able to share their calendars with others or ...
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1answer
89 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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34 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 ...
3
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1answer
103 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
29 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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14 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
35 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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3answers
2k 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 ...
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1answer
48 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
63 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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0answers
34 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
33 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
46 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
111 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
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2answers
96 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
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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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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
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1answer
676 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
213 views
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1answer
101 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
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1answer
114 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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0answers
212 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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2answers
342 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
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2answers
1k 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
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1answer
349 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
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1answer
460 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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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
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3answers
4k 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
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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
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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
1k 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
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2answers
11k 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....
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1answer
2k 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
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1answer
88 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
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2answers
267 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 ...