Questions tagged [role-hierarchy]

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

Filter by
Sorted by
Tagged with
13
votes
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 ...
11
votes
1answer
1k views

Is there a way to share account records to a user without sharing to someone above that user in the role hierarchy?

I have an odd sharing requirement. I need almost all accounts to be public read/write for all internal users. A few accounts that are marked as private should only be visible to the owner and a few ...
6
votes
3answers
5k views

How would sharing rule work in the below scenario

Suppose i create a new object called "XXXX". Now profile called "AAAA" doesn't have read, create, edit permission on it. Q1: What would happen if I create a record of object "XXX" and share it with ...
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 ...
6
votes
1answer
2k views

Merging two organisations and using Divisions: Is there a catch?

I'm looking into merging two different SF organisations due to licensing restrictions with a third party application that can only integrate with a single org. This orgs serve two different lines of ...
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
836 views

Team, Role, and User Criterion defined access to Account feature

I have a private feature VF page on an Account. Our Account sharing model is Public Read with Edit rights given via Account Teams. I want to display this VF page only to: Account Team Members '...
5
votes
1answer
516 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 -->...
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....
4
votes
1answer
440 views

Can HVCP users see all records?

For a custom object, OWD is private View all is unchecked Yet, HVCP user can see other people's records for that custom object. Is this expected because HVCP users are not part of Role hierarchy? ...
4
votes
2answers
2k views

role hiearchy and record accessibility

There seems to be some debate on this question- but does the role hiearchy give a user access to records (OWNED BY or ACCESSIBLE TO) by the users who are below them in the role hiearchy? I think it ...
4
votes
3answers
2k views

Can I grant different field-level security based on record ownership?

I have some fields on an object that contain private information. While the object itself should be visible to an entire group of users, I would like tighter control over those specific fields: I ...
4
votes
3answers
2k views

Customer Portal User creation using apex

i creating customer portal user using apex i got this issue as give below. Insert failed. First exception on row 0; first error: UNKNOWN_EXCEPTION, portal account owner must have a role: [] i ...
4
votes
1answer
421 views

Why there is no createdby and createddate field in UserRole object.?

There are few roles in Org. I need find out who have created this role and when ? I could not see Created Date and Created BY field in User Role Object. Please suggest ..thanks .
4
votes
1answer
742 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 ...
4
votes
2answers
1k views

what drives organization-Wide Defaults?

With org wide defaults, and I'm not clear on what drives them. is it the most restrictive privilages for a user's role or profile? , In the foce.com fundamentals book, it's from the view of the ...
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 ...
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 ...
3
votes
3answers
2k views

How to properly use “Manager Groups”

I've just had the "Manager Groups" option enabled by SFDC. I am now trying to build an "Appraisal" object so that the records in it are only viewable by the record owner and anyone directly in that ...
3
votes
1answer
1k views

Deploy questions

I have several questions regarding what can and cannot be done using Eclipse to deploy. In my next deploy I will be implementing some significant changes to our current schema. This was necessary ...
3
votes
1answer
39 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 ...
3
votes
1answer
62 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, ...
3
votes
1answer
806 views

access records based on user id - roles setup

I am new to Salesforce, and need an advise. We are planning to create a custom object and custom tab for it. Now, we want user to be able to access only his/her record, or records related to him. For ...
3
votes
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 ...
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 ...
2
votes
1answer
2k views

Contact visible with OWD Private even though user doesn't have access

I got a requirement that I need to soft delete the Accounts and Contacts. So only deleted records should be visible to System Admin. And also all Accounts and Contacts are shared based on role ...
2
votes
2answers
244 views

How to grant limited access to accounts?

I have a support rep that his role has access to ALL accounts. Support role does NOT have access to opptys. There is a request now to give a specific support rep, access to a specific account opptys ...
2
votes
3answers
2k views

How to change a partner license to a regular CRM one?

I need to change one of my partner's license type from Partner to a regular CRM one. This isn't a standard feature, so a manual (data loader + mass update actions will be required) Has any one done ...
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 ...
2
votes
2answers
2k views

What is 'Administrator' - in sharing rules?

I have a weird situation, where a user, whom should NOT have access to a specific account, was able to See it Change Account. The account is set in US region, and the user is in Asia. We have ...
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
1answer
288 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) ...
2
votes
2answers
2k views

Customer Portal sharing access to existing custom object

We are turning on customer portal and we need new registered portal users to access custom object records already created (aka. the new portal user doesn't own this record). How do we grant access to ...
2
votes
1answer
780 views

Reporting opportunities for users without roles

As part of our organisation procedures, when a user leaves they are removed from their role. This is to avoid them still appearing in queues etc. which are assigned based on roles. We leave closed ...
2
votes
2answers
247 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 ...
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 ...
2
votes
1answer
578 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 ...
2
votes
1answer
114 views

When to use Groups and when Roles

We are building a solution using service cloud console which will be used by multiple customers. One org will have data in various objects like accounts, contacts, cases and some custom objects for ...
2
votes
1answer
111 views

Granting read/write to all members in a role

I'm sure there's a way to do this but can't quite figure it out. I have a custom object, and want access to it controlled by the role hierarchy. However, I want everyone at the same role as the ...
2
votes
1answer
62 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
1answer
342 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
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 ...
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 ...
2
votes
0answers
103 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
votes
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
votes
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
votes
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
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.
1
vote
1answer
439 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 ...
1
vote
2answers
679 views

Same Role with Different Profile

If I have to Sales Associates with same 'Role' but different 'Profile' will they be able to see their opportunities? If they have same role and same profile, will they be able to see each others ...