Questions tagged [role-hierarchy]
The role-hierarchy tag has no summary, but it has a tag wiki.
147 questions
0 votes
0 answers
24 views
Hierarchical visibility on custom object `Centro__c` with descendant + ad-hoc access
Context I’m implementing record visibility in a Salesforce org. I have an N-level hierarchy on the custom object Centro__c, and several other custom objects “hang” from it. Hierarchy (summary) Level ...
- 69
0 votes
0 answers
47 views
Salesforce Sharing Rules and Restrictions
I am trying to restrict access to an account with below configurations: I have removed 'View All' permission from all user profiles (except Admin) OWD for Account is Private. Sharing rule added to ...
- 83
-1 votes
1 answer
38 views
Impact of deactivation of CEO, CFO from the role hierarchy
our role hierarchy in Salesforce starts with CEO, CFO, and CTO etc. We have the respective users in CEO, CFO, and CFO etc defined with active status. What happens if we deactivate CEO or CFO from ...
user139925
0 votes
0 answers
115 views
How to fetch ParentRoleId in Validation Rule from a Custom Lookup to User
I need to compare the parentroleid or Name of the parent role, of two lookup fields to user however am able to get logged in user's parent role i,e ($UserRole.ParentRole.Name) works but [...
0 votes
1 answer
498 views
Restructuring Salesforce Role Hierarchy: removing one role and promoting another role to the Top Role
I have a Salesforce role hierarchy structured as follows: - GrandFather - Father - Child1 - GrandChild1 - GrandGrandChild1 - GrandGrandChild2 - GrandChild2 - ...
- 105
-1 votes
1 answer
129 views
How to deselect "Grant Access Using Hierarchy" OWD setting for a custom object which is controlled by any other Parent object?
I have a use case where I have a custom object which have a master detail relationship with account object and due to this its OWD sharing setting are controlled by account object, Since account is a ...
1 vote
1 answer
812 views
Does access granted via Case Team Members roll up via the Role Hierarchy? If so, why?
I've done some testing on this and would like someone to confirm that it is expected behaviour that adding a User to a Case Team results in Users above them in the role hierarchy being able to gain ...
- 515
1 vote
0 answers
96 views
Custom profile User doesnt have access for Record sharing
I have a custom profile 'System Administrator1' and only one user under this profile and that user is not able to share account records with the users who are below them in the role hierarchy When ...
1 vote
0 answers
176 views
Report : Save hierarchy level not working
When a user creates a report with specific filters, they were unable to see results. As a admin i'm enabling the Save Hierarchy Level in report properties. After some time again the user cant see the ...
1 vote
2 answers
825 views
How to control edit access to Role?
I have a role Sales Manager. The sub roles of Sales Manager are Sales Rep A and Sales Rep B. The records created by Sales Rep A user and B user are seen by Sales Manager. It is done by Role level ...
1 vote
0 answers
2k views
Salesforce not enforcing "Users in this role cannot access opportunities that they do not own that are associated with accounts that they do own"
I have a requirement that certain Opportunities (a very limited subset) have access limited to just the Opportunity Owner and the Opportunity Team - there should be no access granted by hierarchy. The ...
- 361
1 vote
1 answer
835 views
Not Able To Access Records In Role Hierarchy
I am a salesforce developer but new to admin. Tring to understand security settings using role hierarchy and having an issue or confusion here. I'll try to explain this below. I have two roles in the ...
- 173
0 votes
1 answer
1k views
Role Hierarchy, Sharing Settings & Team Member puzzling issue
I have this Role Hierarchy (assume there is only 1 user in each role listed below) How I've set up all the accesses: OWD: Account and Contract -> Private for both Default Internal and External ...
- 1,461
0 votes
0 answers
448 views
How do I restrict access to a specific type of record without turning off "Grant Access Using Hierarchies"
We wish to prevent access up through the Role Hierarchy, when a very specific scenario happens on a custom object. But we are using the Grant Access Using Hierarchies on this object and turning it off ...
- 1,561
0 votes
1 answer
3k views
How do I, Can I turn off grant hierarchies for the Case object?
We wish to not allow access to Cases marked as "Sensitive" to People in Roles above the owner of the case in the Role Hierarchy. e.g. Bob is trained on sensitive data, and his Manager Sue is ...
- 1,561