How do I set a user role in Salesforce?

Jagdish Dhus
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 What is a Role?

Ans - Roles can be used to determine the visibility access of the users.

    Every organization, it should have a set of designations that can be assigned to one or more employees. Similar Way Salesforce Provides Role Hierarchy.

    Salesforce provides a set of Roles that can be used to assign to the users. We can also create our own hierarchy. 


How do I set a user role in Salesforce?


        1. Click on Set Up
        
        2. In the Quick Find box enter 'Roles'
        
        3. Click on 'Roles'

        4. Click on ' Set up Roles'

        5. Click Expand

        6. Click on Add Role

        7. Enter Label, Role Name, and Select the Parent Role Which this Role will report

        8. enter a role name that will be displayed on the Reports

        9. Click on Save


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