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Role Hierarchy And Public Group in Salesforce

Role Hierarchy And Public Group in Salesforce

What You’ll Learn


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In Salesforce, effective organization and collaboration are paramount for driving success. Among the tools at your disposal are Role Hierarchy and Public Groups – two features designed to streamline access, communication, and management within your Salesforce instance.

Let’s delve into what Role Hierarchy and Public Groups entail, the various types available, and how you can leverage them to optimize your Salesforce experience.

What is Role Hierarchy in Salesforce?

Every Salesforce.org maintains a role hierarchy for the organization using Salesforce. This role hierarchy in Salesforce defines the hierarchy of the users working in the organization. Role Hierarchies can be used to extend record access automatically so that a Manager always has access to the same data as his/her employees regardless of the org-wide default settings.

Role hierarchies don’t have to match your org chart exactly. Instead, each role in the hierarchy should just represent a level of data access that a user or group of users needs. Roles can control users’ visibility into the organization’s data depending on the organisation’s sharing settings.

Users at any given role level can view, edit, and report on all data owned by or shared with users below them in the role hierarchy unless the organization’s sharing model for an object specifies otherwise.

Settings in Role Hierarchy:

  • The “Grant Access Using Hierarchies” option is enabled for all objects and can only be changed for custom objects.
  • If the “Grant Access Using Hierarchies” option is disabled for a custom object, then only the record owner and users granted access by the org-wide defaults can access the object’s records. 
  • However, users with the “View All” and “Modify All” object permissions and the “View All Data” and “Modify All Data” system permissions can still access records they do not own.

Types of Role Hierarchy in Salesforce

There are primarily two types of Role Hierarchy in Salesforce:

1. Vertical Role Hierarchy

In this type of hierarchy, each role reports to one superior role directly above it. This creates a transparent chain of command, allowing easy task delegation and data access management.

2. Sharing Rules

While not technically a type of Role Hierarchy, Sharing Rules complement the hierarchy by granting access to specific records based on criteria defined by the organization. This allows for more granular control over data access beyond the confines of the role hierarchy.

How to Create Role Hierarchy in Salesforce?

Creating a Role Hierarchy in Salesforce involves the following steps:

Step 1: Navigate to Setup by clicking on the gear icon in the top-right corner of the Salesforce dashboard.

Step 2: In the Quick Find box, type “Roles” and select Roles.

Step 3: Click on the “New Role” button to create a new role.

Step 4: Define the name and role hierarchy level for the new role.

Step 5: Specify the parent role if applicable and save your changes.

Repeat these steps to create additional roles and establish the desired hierarchy within your organization.

What are Public Groups in Salesforce?

Public groups in Salesforce consist of a set of users. It can contain individual users, other groups, or users in a particular role or territory, plus all the users below that role and subordinates in the hierarchy.

Public groups are used more for sharing purposes. They are not the owner of the record but can share the records in terms of access. Public groups in Salesforce can be used across any object.

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How to Create Public Groups in Salesforce?

To create Public Groups in Salesforce, follow these steps:

Step 1: Navigate to Setup by clicking on the gear icon in the top-right corner of the Salesforce dashboard.

Step 2: In the Quick Find box, type “Public Groups” and select Public Groups.

Step 3: Click on the “New” button to create a new Public Group.

Step 4: Specify a name for the group and add the desired members (users, roles, or other groups).

Step 5: Define the group’s access level and save your changes.

Types of Public Groups in Salesforce

There are several types of Public Groups in Salesforce, including:

1. Regular Public Groups

These groups consist of individual users or roles and are commonly used for sharing records and collaborating on projects.

2. Email List Groups

Designed specifically for email communication, these groups allow for easy message distribution to multiple recipients.

3. Queue Groups

Queue Groups are used to assign records to a group for ownership rather than an individual, facilitating efficient task assignment and management.

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