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Rahul Chavan 36
hey guys how to do
hey guys below is my query but before plz anwer me step wise detail how to setup role heirarcry in sharing setting.
we have role as heirarcry manger(profile is manger) below that role is team lead and below role is executive team lead and executive has same profile user. team lead and executive can create or update record in assign object.manger can create /update/delete record in assign object.mangaer can see all record of team lead and executive.team lead can see only high priority object of executive,not all record owned by executive.executive can see only assign object record.
plz guide me detail step wise and by using sharing setting
we have role as heirarcry manger(profile is manger) below that role is team lead and below role is executive team lead and executive has same profile user. team lead and executive can create or update record in assign object.manger can create /update/delete record in assign object.mangaer can see all record of team lead and executive.team lead can see only high priority object of executive,not all record owned by executive.executive can see only assign object record.
plz guide me detail step wise and by using sharing setting
Hi Rahul,
Kindly refer this trailhead link, here step by step given :-
https://trailhead.salesforce.com/content/learn/modules/data_security/data_security_roles
Please mark it as best answer.
Regards,
Priya Ranjan