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17 votes
Accepted

Role-based sharing rules for partner community users

I believe what you are looking for is Super User access: Super User Access Users can be assigned super user access to give them access to data owned by other users belonging to the same role ...
Eric's user avatar
  • 54.2k
6 votes
Accepted

SOQL to find whether user's role is part of the public group

Since Role is mapped in user record so retrieve UserRoleId from User In the Group object , RelatedId field stores following types of values: Role RoleAndSubordinates Though Group can have other ...
Santanu Boral's user avatar
4 votes
Accepted

Custom Report not showing records visible to users

It would seem that Custom Report Types drilled down to the Users Role DO NOT respect the sharing rules ADDING records that the role would not normally see with the Hierarchy alone... Idea: https://...
Eric's user avatar
  • 54.2k
3 votes
Accepted

Role hierarchy with users reporting to different managers

Role Hierarchy is not your HR org-chart. It is solely for the purpose of enabling record access. The person a user reports to should be noted in the Manager field on the User object. If you want to ...
DavidSchach's user avatar
  • 5,903
3 votes

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

Delete permission in salesforce is always strictly per the role hierarchy. This is the case even if org wide defaults are set to public read/write. The only exception is users with modify all data or ...
gorav's user avatar
  • 4,537
3 votes
Accepted

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

Please find this useful link for more information. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_bulk_sharing_understanding.htm Please find comments to your queries ...
Shailesh Patil's user avatar
3 votes
Accepted

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

You have to insert test "UserRole" records in your test class as below : @testsetup static void createUserRole() { UserRole ur = new UserRole(Name = 'CEO'); insert ur; } If there is a ...
sf_user's user avatar
  • 2,260
3 votes

Same Role with Different Profile

Actually Profile control object level access and role control record level access. If you set Opportunity OWD as private they both will be able to see only their record either Role same and profile ...
Amit Chaudhary's user avatar
3 votes
Accepted

Record Access Calculation when OWD is public read/write and Grant Access Using Hierarchies selected

When the system is set to Public Read/Write, it typically does not evaluate Sharing Rules when a user changes roles (because it won't perform any unnecessary operations), but there's still some Group ...
sfdcfox's user avatar
  • 494k
2 votes
Accepted

get all members of public group EXCEPT where they are managers if a member

Realistically, no, you can't do this with a simple query, as it also includes the manager's manager, the manager's manager's manager, etc... Basically, you'd need a second query to get everyone's role ...
sfdcfox's user avatar
  • 494k
2 votes

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

You can actually now get this through the Tooling API! It is on the Entity Definition table. So you can run a query like this: List<EntityDefinition> sharingModel = [Select ...
Toby Curtis's user avatar
2 votes
Accepted

Access to account, contact and opportunity on lead conversion

You can't currently disable Grant Access Using Hierarchy for standard objects, so the correct answer is "b." If, at some point in the future, this changes, then "d" would become a possibility, but the ...
sfdcfox's user avatar
  • 494k
2 votes
Accepted

Role Hierarchy and User hierarchy design for reporting purpose

Create a formula field in Case object that will check if loggedin user is part of user's hierarchy. Owner:User.Manager.Id = $User.Id || Owner:User.Id = $User.ManagerId || $User.Id = Owner:User.Id ...
Santanu Boral's user avatar
2 votes
Accepted

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

According to your requirement, you do not want to share via role hierarchy. Because if that is shared then any user can see subordinate's data irrespective of Manager's name defined in the user. Just ...
Santanu Boral's user avatar
2 votes
Accepted

Difference between Profile & Sharing Settings?

Profiles affect what people can do, while sharing settings affect what people can see and edit. For example, if you wanted to make it so users could not edit any records, you would give them the Read ...
sfdcfox's user avatar
  • 494k
2 votes
Accepted

Use Case: Sharing For Record Visibility (no Roles)

If you don't use any role based sharing specific to each of your divisions, you're likely to run into issues with visibility of records in terms of users in roles above not being able to see the ...
crmprogdev's user avatar
2 votes
Accepted

Why is user having same role/profile able to post in broadcast only Chatter group when others can not?

Swisher, The reason for this, the user that triggers the process is not allowed to execute the action on the Process such as posting to a Private Chatter Group. To resolve this, make sure the user ...
Hemavantha Rajesh Varma Mudunu's user avatar
2 votes
Accepted

How is user gaining ownership of an Account?

Where in this configuration does this user implicitly gain ownership? If a User has access to a Case record or they own one (irrespective of any record type) and even if they don't own the Account ...
Jayant Das's user avatar
  • 30.6k
2 votes
Accepted

All users in one role?

The role hierarchy doesn't make sense for all orgs. You might be in one of those situations. Ideally, you might even not use a role at all; Salesforce is quite happy with no users having a role, ...
sfdcfox's user avatar
  • 494k
2 votes
Accepted

Contact from Partner User are hidden from Partner Executives

Based on your description, it appears that the "missing" Contact is not associated with an Account. Contacts without Accounts are treated as private: A contact that isn’t linked to an account is ...
David Reed's user avatar
  • 93.1k
2 votes
Accepted

Can a role have access to records based on a field of the record itself?

You can accomplish this using Apex Sharing or try Sharing Rules. With Sharing rules you can set the level of access to Read Only or Read/Write Basically all you need to do is to create a Sharing Rule ...
Carlos Naranjo's user avatar
2 votes
Accepted

A user at higher role should have access to his subordinates records only. Is the solution to create multiple roles for the same level?

Since your requirements so closely align with how role hierarchies work they would seem like the natural fit. All your work will be in defining the continents, countries, cities etc... One way or ...
Daniel Ballinger's user avatar
2 votes

A work around for having a role that can report to at least 2 other roles?

A role can only report to one other role. If you need additional flexibility, you might want to use Territory Management or, if you just need visibility, you can simply create a Sharing Rule. The ...
sfdcfox's user avatar
  • 494k
2 votes
Accepted

How to Set Record Level Security for particular Records

Put OWD for Opportunity to private. (sharing settings) in your roles check "opportunity access" settings (maybe access is given based on account owner?) create a sharing role for opportunity ...
Nielsm's user avatar
  • 2,084
2 votes
Accepted

What is the maximum number of Roles for Community Plus and Partner users: 50k or 5k?

I have reached out to our Salesforce Product Development team internally and got a confirmation that the default org limit is 50K roles. Customers can increase it to 100K by filing a case with support....
Swetha Maddali's user avatar
2 votes

Role based sharing - unique names per team needed?

The role hierarchy doesn't work off of names, it works off of id values. There is something that identifies which role reports to which, namely the ParentRoleId. As such, you could build the roles as: ...
sfdcfox's user avatar
  • 494k
1 vote
Accepted

Changing Lead Ownership for Siblings in Role Hierarchy

Yes.. You are right with the two Approches you mentioned. Approach 1: A record owner, or any user above the owner in the role or territory hierarchy, can transfer a single record to another ...
Pranay Jaiswal's user avatar
1 vote

Is there a way to delete multiple roles at one go or the whole Role Hierarchy? (with or without inactive users)

You can use SOQL to find the role (UserRole) records and then delete them just like any other records, but doing so would scare the heck out of me! ;) Take a look at slides 16 -- 18 here before you ...
Shane Steinfeld's user avatar
1 vote
Accepted

Winter'19 Release: "Opportunities: Retain Edit Rights for Previous Opportunity Owners"

For large scale org, when there is a bulk change in users in Role Hierarchy, Salesforce recommends to defer the calculation of sharing rules. Also, it is recommended to change the role hierarchy of ...
Santanu Boral's user avatar

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