Role Hierarchy

Role defines the hierarchy in an organization where user higher in the hierarchy has all access enjoyed by the users lower in same hierarchy. E.g. a user with role as VP marketing will have full read write access to all records owned by user down the line.

Role and Profile are two settings which define the access you have in your organization.

You can create new roles by going to manage Users => Roles. These roles are then assigned to users.




Comments

Post a Comment

Popular posts from this blog

Field Level Security

For example you have sales team having sales profile assigned to all sales members. A particular field has full read write access in this profile but you don’t want couple of users see that field. This can be achieved by Permission Sets. 1. Create a profile having access to that field. 2. Assign that profile to your sales users. 3. Create a permission set where you remove read write access for that field. 4. Assign permission set to those two users. Create permission sets Let see how to create above permission set. 1. Under manage users go to permission sets. 2. Click on New. 3. Enter name and label. Provide Salesforce license e.g. Salesforce platform. 4. Go to Object Settings. 5. Select object name e.g. Accounts. 6. Click Edit. 7. Under field permission section untick read and edit access. 8. Save. Assign permission sets to users 1. Under manage users go to users. 2. Click on a user name. 3. Click on permission set assignments. 4. Edit assignments. 5. Add re
Read more

Change Logo

Follow these steps to upload logo for your app: 1. Search Apps in quick find box. Click on Create => Apps. 2. You will see a list of apps. Click on Edit link adjacent to your app. 2. Upload logo and click save. Note: You can only upload from existing images you have already uploaded in your Salesforce Documents module
Read more