Role Hierarchy in Salesforce

Salesforce allow us to control the record access and organization reports using role.
User who are higher in the role hierarchy will be able to see the records of people below them. User who are at the same lavel cannot access each other's records.
Organization-wide access and their description:-

OWD Access Description
Private Only the owner of ther record and the user above in the role hierarchy are able to access and report on the records
Public Read Only All user can view the records, but only the owners and the users above in the role hierarchy can edit them.
Public Read/Write All users can view, edit, and report on all records.
Public Read/Write/Transfer All users can view, edit, transfer and report on all records. This is only available for case and lead objects.
Controlled by Parent This says that access to the child object's records is controlled by the parent
Public Full Access This is available for campaigns. In this, all users can view, edit, transfer, and report on all records.

For Example:-
Once OWD is private then only the record of owner and the users above the role hierarchy will be able to access those records. So lets see below diagram.



We have Sales Manager West and Sales Manager East and there are Sales Director and Managing Director is above the Sales Director and marketing Head.

So If the OWD is private then what happen, Only the record of owner and the users above the role hierarchy will be able to access those records. So In this case Sales Director will be able to access the record create by Sales Manager West and the Sales Manager East. Because he above in the role hierarchy.

Similarly the Marketing Head will be able to the access the records created by the Executives Because he is above in the role hierarchy.
And Managing Director will be able to access the record the Sales Director as well as Marketing Head. Because Managing Director is above in the role hierarchy. According to the role hierarchy salesforce allow to control the record access as the organization reports using the role.Through the role you can control the role record level access.

In this example the Sales Director and Marketing head will not be able to see each other records because they are at the same level. But Sales Director will be able to see the records which is created by Sales Manage West and Sales Manager East, Because those are below the Sales Director.

So in the role hierarchy user in above the role hierarchy will be able to see the records people to the below them.
The role hierarchy is used to record level access to users, If the OWD is private and you want to open up the access to other individual or other users.

Sharing rule:- I will create the sharing rule it will be open the access to the records to a particular group of user or particular group of role or particular role in subordinate etc..


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Role Hierarchy in Salesforce Role Hierarchy in Salesforce Reviewed by Admin on 5:30 AM Rating: 5

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