{"id":47826,"date":"2018-01-18T06:33:07","date_gmt":"2018-01-18T01:03:07","guid":{"rendered":"http:\/\/blog.odango.com\/?p=47826"},"modified":"2023-02-03T17:50:39","modified_gmt":"2023-02-03T12:20:39","slug":"salesforce-role-hierarchy-creation-best-practice","status":"publish","type":"post","link":"https:\/\/asha24.net\/blog\/salesforce-role-hierarchy-creation-best-practice\/","title":{"rendered":"Salesforce Role Hierarchy Creation Best Practice"},"content":{"rendered":"\n[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_post_title _builder_version=”3.0.105″ title=”on” meta=”off” author=”on” date=”on” categories=”on” comments=”on” featured_image=”off” featured_placement=”below” text_color=”dark” text_background=”off” title_font=”Source Sans Pro||||||||” title_font_size=”47″ title_font_size_tablet=”40″ title_font_size_phone=”35″ title_font_size_last_edited=”on|desktop” title_text_color=”rgba(0,0,0,0.8)” title_text_align=”left” text_shadow_horizontal_length=”0.08em” text_shadow_vertical_length=”0.08em” text_shadow_blur_strength=”0.08em” title_text_shadow_horizontal_length=”0.08em” title_text_shadow_vertical_length=”0.08em” text_orientation=”center” custom_margin=”|||10%” \/][\/et_pb_column][\/et_pb_row][et_pb_row][et_pb_column type=”4_4″][et_pb_text _builder_version=”3.12.2″ text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|desktop” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\nCreating the Role Hierarchy:<\/strong>\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=”3.0.106″ show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” src=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-109.png” align=”center” \/][et_pb_text _builder_version=”3.12.2″ text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|tablet” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\nTo create role hierarchy we have to follow the following process.\r\n\r\nGo to sales force homepage\u00a0https:\/\/ap5.salesforce.com\/home\/home.jsp.\r\n\r\n1.\u00a0\u00a0\u00a0 We will find setup bar on the right side of the homepage.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=”3.0.106″ show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” src=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-1-14.png” align=”center” \/][et_pb_text _builder_version=”3.12.2″ text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|tablet” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\n2.\u00a0\u00a0\u00a0 Go to administrator and select Manage users and then click on Role.\r\n\r\n3.\u00a0\u00a0\u00a0 Now we are taken to a new window to select Sample Role Hierarchy from List.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=”3.0.106″ show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” src=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-13-1.png” align=”center” \/][et_pb_text _builder_version=”3.12.2″ text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|phone” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\n4.\u00a0\u00a0\u00a0 Go to set up roles and select add roles to add new roles to the hierarchy.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=”3.0.106″ show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” src=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-3-9.png” align=”center” \/][et_pb_text _builder_version=”3.12.2″ text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|phone” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\n5.\u00a0\u00a0\u00a0 If we select Add role the below is displayed and again click on add role to create a new role.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=”3.0.106″ show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” src=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-4-13.png” align=”center” \/][et_pb_text _builder_version=”3.12.2″ text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|phone” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\n6.\u00a0\u00a0\u00a0 To create a new role give the label, role name and select role report to the field. Select save button to create a new role.\r\n\r\n7.\u00a0\u00a0\u00a0 The name which we are giving at role report that will act as manager to the new role in salesforce<\/a>.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=”3.0.106″ show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” src=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-5-9.png” align=”center” \/][et_pb_text _builder_version=”3.12.2″ text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|desktop” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\n8.\u00a0\u00a0\u00a0 We have to assign users to the role which we have created. The users will only access the data which we assigned to this role.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=”3.0.106″ show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” src=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-6-6.png” align=”center” \/][et_pb_text _builder_version=”3.12.2″ text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|phone” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\n9.\u00a0\u00a0\u00a0 Select all users from the list, and then all users that are available in our account will be displayed. Add users to Selected Users from available users block.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=”3.0.106″ show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” src=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-7-4.png” align=”center” \/][et_pb_text _builder_version=”3.12.2″ text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|phone” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\n10.\u00a0\u00a0\u00a0 To check whether this role is assigned to user manager, go to the administrator, and manage users click on users from that.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=”3.0.106″ show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” src=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-8-6.png” align=”center” \/][et_pb_text _builder_version=”3.12.2″ text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|phone” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\n11.\u00a0\u00a0\u00a0 From the below, we can know that the user can be named as manager.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=”3.0.106″ show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” src=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-9-1.png” align=”center” \/][et_pb_text _builder_version=”3.12.2″ text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|phone” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\nThe Role we have created can be viewed in different modes as below mentioned.\r\n\r\n\u2022\u00a0 \u00a0\u00a0Show in Tree View.\r\n\r\n\u2022\u00a0\u00a0\u00a0 Show in Sorted List View.\r\n\r\n\u2022\u00a0\u00a0\u00a0 Show in List View.\r\n\r\nSharing Records with a Role Functionality:\r\n\r\nImplementing role functionality in the sales force is easy. It\u2019s best to start with our company\u2019s organization chart and then considering different job titles into single roles wherever possible.\r\n\r\nRole functionality doesn\u2019t need to match organization chart exactly. Alternately, every role in the hierarchy must represent a level of data access that a user or group of user\u2019s demands.\r\n\r\nUsers can be allocated to one profile, one role, and as several permission sets as the organization\u2019s edition allow. Certain work collectively to determine the data a user can view and edit.\r\n\r\nThe profile manages a user\u2019s object and field level permissions, adding the apps and tabs that occur when the user logs in. All user demands to be allowed to a profile.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=”3.12.2″ src=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-10-1.png” align=”center” \/][et_pb_text _builder_version=”3.12.2″ text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|tablet” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\nThe role impacts a user\u2019s knowledge to view and edit single object records over the role and sharing rules. A user mustn’t be allocated a role to utilize Salesforce<\/a>.\r\n\r\n\u2022\u00a0\u00a0\u00a0 Roles\u2014to give access to the members of a role in the role functionality.\r\n\r\n\u2022\u00a0\u00a0\u00a0 Roles<\/a> and Subordinates\u2014to give access to the members of a role along with their subordinates.\r\n\r\nRole transfer & mass Transfer functionality<\/strong>\r\n\r\nMass Transfer is used to transfer records from one user to another. We can transfer records for accounts, leads, service contracts and custom objects.\r\n\r\nPermission is required while transferring records from user to user. I think that this scenario probably comes up fairly often.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=”3.0.106″ show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” src=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-11-1.png” align=”center” \/][et_pb_text _builder_version=”3.0.106″ background_layout=”light” text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|phone” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\nWith mass transfer, the following transfers can be done,\r\n\r\n\u2022\u00a0\u00a0\u00a0 To transfer Accounts and service contracts.\r\n\r\n\u2022\u00a0\u00a0\u00a0 To transfer custom objects.\r\n\r\n\u2022\u00a0\u00a0\u00a0 To mass transfer leads.\r\n\r\nWe have to follow the same process to transfer any lead, object accounts and etc. As one is explained below:\r\n\r\nTo mass transfer leads:<\/strong>\r\n\r\nWhile transferring leads go to tab bar and click on leads. Select mass transfer then edit and give source and destination address and click on transfer.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=”3.0.106″ show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” src=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-12-1.png” align=”center” \/][et_pb_text _builder_version=”3.12.2″ text_font=”Titillium Web|300|||||||” text_font_size=”20″ text_font_size_last_edited=”on|phone” text_text_color=”rgba(0,0,0,0.8)” text_line_height=”1.6em” max_width=”800px” custom_margin=”|||10%”]\r\n\r\nPoints to learn during Transferring Records:\r\n\r\n\u2022\u00a0\u00a0\u00a0 The transferring a record we have to give the accurate Profile permissions (Edit and Transfer) to such object.\r\n\r\n\u2022\u00a0\u00a0\u00a0 And think about company\u2019s security<\/a>. If you have an organization, we could probably be influencing record access for users.\r\n\r\n\u2022\u00a0\u00a0\u00a0 Contact records are transferred simultaneously among Account record ownership automatically.\r\n\r\n\u2022\u00a0\u00a0\u00a0 Attachments and Open Activities are also automatically reassigned with a record transfer in share.\r\n\r\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=”1″ prev_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_team_member _builder_version=”3.0.106″ name=”Chandanakatta” position=”Author” facebook_url=”” twitter_url=”” google_url=”” linkedin_url=”” background_layout=”light” image_url=”https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/portraits-circle-small_1.png” header_font=”Titillium Web|700|||||||” body_font=”Titillium Web||||||||” body_font_size=”16″ body_font_size_last_edited=”on|desktop” disabled=”off” disabled_on=”off|off|”]\r\n\r\nHey there! I shoot some hoops when I\u2019m not drowned in the books, sitting by the side of brooks.\r\n\r\n[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":47850,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[30],"tags":[],"class_list":["post-47826","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce"],"yoast_head":"\nSalesforce Role Hierarchy Creation Best Practice - Asha24 Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/asha24.net\/blog\/salesforce-role-hierarchy-creation-best-practice\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salesforce Role Hierarchy Creation Best Practice - 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