Hello friends, In this tutorial, I am going to provide a step-by-step procedure to create a Role in salesforce organization.
After completing this tutorial, you will able to:
- How to create a Role in salesforce?
So let's begin,
Step 1: Logged into your Salesforce Org. and click on the "Setup" on right top side of salesforce org.
Step 3: Type "Role" in "Quick find" box and then click on "Role" menu item.
Step 4: Click on "Set up Roles" button.
Step 5: Click on any of the "Add Role" links under the role hierarchy. Remember in which hierarchy you click "Add Role" link, your newly created role is placed under this hierarchy.
Step 6: Enter "Label" in Label text-box, "Role Name" auto-populated. Last, but not the least, "This role reports to", This Lookup field is already defined but you can change it. In this Lookup field show all role list that is presented in your Org. After filling this information click on the "Save" button.
So, here is the final output of your newly created role.
You can check your "role" position in role hierarchy by clicking on "Expand All".
See also:
Hope you like this post, for any query's please comment.
Thank you.
1 Comments
Clear and straightforward guide on creating a role in Salesforce! Defining roles properly is essential for managing data visibility, maintaining security, and ensuring users have the right level of access. A well-structured role hierarchy not only supports better collaboration but also keeps sensitive information protected. Also, for businesses planning to migrate data from Salesforce to Zoho CRM, setting up roles correctly beforehand ensures a smoother transition and accurate permission mapping after migration.
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