Quick summary
This demo walks you through how to create a role hierarchy in Salesforce using Advanced Setup, enabling admins to control data visibility and record access across their organization. Role hierarchies are a foundational Salesforce security feature that determines which users can view and report on data owned by others.
Steps
- Click the gear icon at the top right of the dashboard to open the settings menu.
- Select Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, search for and select Roles.
- Click Set Up Roles to access the role hierarchy configuration page.
- Click Add Role to begin creating a new role in the hierarchy.
- Enter the details for the new role, including the role name and any required fields.
- Once done, click Save to confirm and create the role.
- Repeat the process to continue building out the full role hierarchy with additional roles.
