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    Activity › Forums › Salesforce® Discussions › What is Role in Salesforce?

    Tagged: Grant Login Access, Hierarchy, OWD, OWD Settings, Role, Salesforce Objects, Standard Objects

    • Salesforce® Discussions

      What is Role in Salesforce?

      Posted by ABHISHEK SHAHI on September 24, 2018 at 1:20 AM

      What is Role in Salesforce?

      Avnish Yadav replied 7 years, 6 months ago 4 Members · 3 Replies
      • Grant Login Access
      • Hierarchy
      • OWD
      • OWD Settings
      • Role
      • Salesforce Objects
      • Standard Objects
    • 3 Replies
    • shariq

      Member
      September 24, 2018 at 1:21 AM

      Role Hierarchy settings make the managers and subordinates to edit, and view the records. The users in the Hierarchy can be able to view, edit and report all the data shared.

      It is possible to bypass Grant Login access using Hierarchies in case of standard objects

      To create roles in salesforce go to setup=>Administer=>Manage Users=> Roles.

    • Parul

      Member
      September 24, 2018 at 1:44 AM

      Role is used to define hierarchy

    • Avnish Yadav

      Member
      September 30, 2018 at 12:20 AM

      Hello,

      In salesforce, roles are defined so as to increase the data visibility a particular user has. The data visibility can be increased using sharing rules or by building role hierarchy. Role hierarchy allows the user sitting in higher level have access of records owned by users having role lower in hierarchy.

      Summarizing the points for role,

      1. Role controls the level of record access user has
      2. Helps extend the OWD settings for different objects
      3. Sharing rules can be written to share records with particular role and subordinates
      4. Defining role for user is not mandatory.

      Thanks.

       

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