Toggle Side Panel

  • Blogs
  • Consultants
    • Salesforce Product Expertise
      • Top Salesforce ConsultantsTop Salesforce Consultants
      • Marketing Cloud ConsultantsMarketing Cloud Consultants
      • Service Cloud ConsultantsService Cloud Consultants
      • Experience Cloud ConsultantsExperience Cloud Consultants
      • Analytics Cloud ConsultantsAnalytics Cloud Consultants
    • Salesforce Industry Expertise
      • Non-Profit Cloud ConsultantsNon-Profit Cloud Consultants
      • Financial Service Cloud ConsultantsFinancial Service Cloud Consultants
      • Health Cloud ConsultantsHealth Cloud Consultants
      • Commerce Cloud ConsultantsCommerce Cloud Consultants
      • Manufacturing Cloud ConsultantsManufacturing Cloud Consultants
    • Salesforce Experts by Location
      • USATop Salesforce Consultants in USA
      • IndiaTop Salesforce Consultants in India
      • AustraliaTop Salesforce Consultants in Australia
      • United KingdomTop Salesforce Consultants in UK
      • CanadaTop Salesforce Consultants in Canada
  • Webinars
  • Contact Us
  • Discussions
More options
    Sign in Sign up
    • Blogs
    • Consultants
      • Salesforce Product Expertise
        • Top Salesforce ConsultantsTop Salesforce Consultants
        • Marketing Cloud ConsultantsMarketing Cloud Consultants
        • Service Cloud ConsultantsService Cloud Consultants
        • Experience Cloud ConsultantsExperience Cloud Consultants
        • Analytics Cloud ConsultantsAnalytics Cloud Consultants
      • Salesforce Industry Expertise
        • Non-Profit Cloud ConsultantsNon-Profit Cloud Consultants
        • Financial Service Cloud ConsultantsFinancial Service Cloud Consultants
        • Health Cloud ConsultantsHealth Cloud Consultants
        • Commerce Cloud ConsultantsCommerce Cloud Consultants
        • Manufacturing Cloud ConsultantsManufacturing Cloud Consultants
      • Salesforce Experts by Location
        • USATop Salesforce Consultants in USA
        • IndiaTop Salesforce Consultants in India
        • AustraliaTop Salesforce Consultants in Australia
        • United KingdomTop Salesforce Consultants in UK
        • CanadaTop Salesforce Consultants in Canada
    • Webinars
    • Contact Us
    • Discussions
    Close search

    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 8 years, 1 month 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.

    • [adinserter block='9']
    • 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.

       

    Log In to reply.

    • Public
    • All Members
    • My Connections
    • Only Me
    • Public
    • All Members
    • My Connections
    • Only Me
    • Public
    • All Members
    • My Connections
    • Only Me

    Popular Salesforce Blogs

    Salesforce Genie

    Salesforce Genie - Real-time Data Streams

    Blog in Data, Salesforce

    A highly tailored customer experience that is given in real-time is made possible by Salesforce Genie, which has been dubbed the biggest Salesforce invention in…

    ashutosh pandey Jan 5, 2023
    2,328  Views

    How to Integrate Salesforce with Magento 2?

    Blog in Salesforce integration

    If you are the owner or a manager of a Magento 2 store and you're seeking for information on how to integrate Salesforce CRM with…

    Connector, Customer Relationships, Error Messages, Integrate Magento with Zapier, Integrate Salesforce
    Anna Jul 8, 2022
    2,600  Views

    Coding and Scripting: Key Differences and Modern Uses

    Blog in Coding and Scripting

    In the fast-paced world of the present times, scripting and coding are the foundations on which this computer era functions. From day-to-day applications to websites…

    Code Coverage, Code Line, Dynamic Script, Programming Language, Website
    adam Nov 11, 2025
    381  Views

    Popular Salesforce Videos

    Automate Your App With and Without Code | Salesforce Developer Tutorial

    Automate Your App With and Without Code | Salesforce Developer Tutorial

    Video in Salesforce Training

    In this video, you will learn how you can automate your business process with and without code. This video teaches you how to use a…

    Salesforce Training, Salesforce Tutorial, Salesforce Flow, Salesforce Video, salesforce app
    Prafull May 27, 2021
    1,945  Views
    Modern App Development On Salesforce - Apex Testing

    Modern App Development On Salesforce - Apex Testing

    Video in Salesforce Apex, Salesforce Training

    In this series, you will explore Modern App Development on the Salesforce platform, including Heroku. The live hands-on sessions will take you through the journey…

    Salesforce Training, Salesforce Apex, salesforce, salesforce platform, Salesforce Video
    Rupal Kakkar Jan 28, 2021
    5,629  Views
    Why Should You Attend Dreamforce To You 2020

    Why Should You Attend Dreamforce To You 2020

    Video in Salesforce Stories, Events

    Dreamforce - The event which brings together the entire Salesforce community is just around the corner. Learn why there’s so much hype around this mega…

    dreamforce, Salesforce Event, Salesforce Community, Salesforce Video, Salesforce Learning
    Algoworks Nov 24, 2020
    1,479  Views
    Footer Forcetalks logo

    support@forcetalks.com

    • twitterx

    Quick Links

    Advertise with Us

    Salesforce® Articles

    Dreamforce 2023

    Top Salesforce® Bloggers 2023

    Top Salesforce Consultants

    Get Listed

    Company

    Contact Us

    About Us

    Privacy Policy

    Terms & Conditions

    InsightHub

    Salesforce Blogs

    Salesforce Videos

    Salesforce Groups

    Salesforce Jobs

    © 2026 - Forcetalks ● All Rights Reserved

    Salesforce® is a trademark of Salesforce® Inc. No claim is made to the exclusive right to use “Salesforce”. Any services offered within the Forcetalks website/app are not sponsored or endorsed by Salesforce®.

    We use cookies to enhance your browsing experience. Please see our privacy policy if you'd like more information on our use of cookies.