Questions tagged [role-hierarchy]

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31 questions with no upvoted or accepted answers
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2answers
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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 ...
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0answers
72 views

Search Roles in salesforce metadata

There are 3 roles which I want to know if it is referred in metadata or not. But my question is using which keyword I need to search the roles ? Currently I am using Role and UserRole keyword to ...
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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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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 ...
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0answers
102 views

Role for Inactive users

In our salesforce instance the roles were cleaned up and as a result some of the inactive user's role were deleted, now those inactive users owned records are not pulled in reports as the owner of ...
2
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1answer
157 views

Role Hierarchy level-based stamping via Apex/Workflow

Good morning! Trying to use Apex or alternative methods to stamp a Role Hierarchy's senior levels into custom text fields based on the Record Owner's position in the Hierarchy upon status change. ...
2
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1answer
395 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 ...
2
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0answers
313 views

Role based sharing: All Components in Salesforce and what is the best way to make existing changes

Not sure what is the best way to ask this question I am listing down all the places (configuration only) components where force.com platform provides option to share/assign based on Role, Role and ...
1
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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 "...
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0answers
178 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 ...
1
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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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0answers
104 views

How we can change “This role reports to” lookup value for partner executive role in role hierarchy

I want to change "This role reports to" lookup value for "Partner Executive" role in role hierarchy by default Partner Executive role report to General Profile role in role hierarchy. Current Role ...
1
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1answer
93 views

Help controlling record access

I have a requirement to control record level access that I'm having trouble solving. I need to be able to share all accounts with the org(read/write) except for accounts owned by one particular user ...
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1answer
230 views

Communities: Provisioning existing Salesforce licensed users as Partner Users

Existing Solution: Dealers and Vendors (external users) using Salesforce Licenses. They are assigned to Roles (Dealers at the bottom below Vendors). They own Accounts, Opportunities and other custom ...
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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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0answers
391 views

Why can't I see all Position records created by users & other data access questions

It seems that users can only view/edit Position records that they have created. However, I expect records to be readable and editable by users higher in the Role Hierarchy. I also expect records to be ...
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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 ...
0
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1answer
198 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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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 ...
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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 ...
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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 ...
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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 - ...
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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 ...
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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
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2answers
251 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 ...
0
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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 ...
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1answer
386 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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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 ...
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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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0answers
102 views

Able to make isactive = false for such users who are manager of some other users

I am able to make isactive=false for such users who are manager of some other users.As per salesforce funtionality i should not be able to make isactive=false using DML as it will throw dependency ...