Role hierarchy
Salesforce allows us to control the records access and organization reports using role. In other words, you can use it to control record-level access in Salesforce. It describes how roles connect to each other. It may or may not be exactly akin to your organization hierarchy. A role can have one, more than one, or even no users assigned to it. It is best practice to ensure that every user is assigned a role when they are first added to the system.
Users who are higher in the role hierarchy will be able to see the records of people below them. Users who share the same the role or who are at the same level (for example, the VP of Sales and the VP of Marketing) cannot access each other's records:
In the preceding image, the Managing ...
Get Mastering Salesforce CRM Administration now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
