How can I assign user's roles and profiles according to different countries in Salesforce? - Forcetalks

Tagged: Account Object, Account’s Billing Country, Objects, Salesforce Profiles, Salesforce Users, User

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How can I assign user’s roles and profiles according to different countries in Salesforce?

Posted by Deepak on September 23, 2019 at 1:58 PM

There are many users in my system and there are different regions/countries where these users operate. I want to make data accessible in such a way that users from different countries cannot see other countries data. However, in some cases users can see each others data but that too in a same country.
Can anyone please suggest me a best approach to do this so that the data access remains the country specific.

Prachi replied 6 years, 9 months ago 2 Members · 1 Reply
1 Reply

Prachi

Member
September 23, 2019 at 4:41 PM
Hi ,

It depends on your role hierarchy not where the user is physically based. Place all the territory users in terriroty based roles. Then use Sharing-Settings, set your Org-Wide Defaults for the required objects to Private, check for role-hierarchical sharing, and start criteria based sharing settings to open up the privacy.

Example:
1. Account’s Billing Country = United States, Canada, Mexico assign to the “North America Role & Suboridnates”
2. Account’s Billing Country = India, Pakistan, China, etc… assign to the “Asia Role & Subordinates”
3. Continue the logic as above

Listing every country would be time-consuming though, so you could even already have a field for “Territory” on the Account object as well that has the defined regions (North America, South America, Asia, Oceania, Europe…) and make rules based off that.

Thanks.
- This reply was modified 6 years, 9 months ago by Prachi.

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