Activity › Forums › Salesforce® Discussions › What is Role in Salesforce?
Tagged: Grant Login Access, Hierarchy, OWD, OWD Settings, Role, Salesforce Objects, Standard Objects
-
What is Role in Salesforce?
Posted by ABHISHEK SHAHI on September 24, 2018 at 1:20 AMWhat is Role in Salesforce?
Avnish Yadav replied 7 years, 7 months ago 4 Members · 3 Replies -
3 Replies
-
Role Hierarchy settings make the managers and subordinates to edit, and view the records. The users in the Hierarchy can be able to view, edit and report all the data shared.
It is possible to bypass Grant Login access using Hierarchies in case of standard objects
To create roles in salesforce go to setup=>Administer=>Manage Users=> Roles.
- [adinserter block='9']
-
Hello,
In salesforce, roles are defined so as to increase the data visibility a particular user has. The data visibility can be increased using sharing rules or by building role hierarchy. Role hierarchy allows the user sitting in higher level have access of records owned by users having role lower in hierarchy.
Summarizing the points for role,
1. Role controls the level of record access user has
2. Helps extend the OWD settings for different objects
3. Sharing rules can be written to share records with particular role and subordinates
4. Defining role for user is not mandatory.Thanks.
Log In to reply.