Lesson: 07 Roles

Description

In Salesforce, a role is a hierarchical level that is used to control access to data and manage visibility. The role hierarchy starts with the CEO or executive level, then branches down to the management, and finally to the individual employees.

Roles help to organize the sales team and provide a clear view of the sales process by defining the levels of access to the data, opportunities, and leads. Each role in the hierarchy has its own set of permissions, which can be used to control access to specific objects and data within the Salesforce organization.

Salesforce provides a user role hierarchy that enables you to control user access to your organization's data through sharing settings. Access levels for records and reports are affected by roles in the hierarchy.

Users at any role level have access to all data owned by or shared with users below them in their role hierarchy, unless the org's sharing model for an object specifies otherwise. This can be disabled for a custom object by unchecking the "Grant Access Using Hierarchies" option in the object's Organization-Wide Defaults related list.

There are different types of roles in Salesforce, including:

Standard roles - These are predefined roles that are automatically created when you set up a new Salesforce organization.

Custom roles - These roles are created by the administrator to meet the specific needs of the organization.

Overall, roles are essential in Salesforce as they help to control access and manage the visibility of data within the organization.

How to?

To create a new role in Salesforce:

From Setup, search for "Roles" in the Quick Find box and select Roles.
Click "Set Up Roles" if the "Understanding Roles" page is displayed.
Find the role under which you want to add the new role, and click "Add Role."
Add a label for the role, and specify who the role reports to.
Optionally, specify how the role name appears in reports.
Specify the role's access to contacts, opportunities, and cases.
Click "Save."

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Administrator Course

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

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Lesson: 07 Roles

Description

Administrator Course