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ricardobueno Changing PRM user´s role
Hello, peaple.
Imagine that I have the following role hierarchy:
- President
- Manager
- PRM Executive 1
- PRM Manager 1
- PRM User 1
- PRM Executive 2
- PRM Manager 2
- PRM User 2
- President
- Director
- Reseller
- (POINT X)
What I want is to move those 2 PRM hierarchies (1 and 2) into the POINT X node.
The result should be like this:
- President
- Director
- Reseller
- PRM Executive 1
- PRM Manager 1
- PRM User 1
- PRM Executive 2
- PRM Manager 2
- PRM User 2
In this example both President, Director, Manager and Reseller roles belong to CRM.
But those PRM roles were automatically genereted my SalesForce when I created some PRM users.
I still don´t undestand why it created those roles below Manager´s role.
I´ve tried to change the ParentRoleId field´s value of the PRM Executive 1 role to link it to Reseller Id.
But I got the following error: "role type must match user type".
What am I forgetting here?
Thanks a lot.
Imagine that I have the following role hierarchy:
- President
- Manager
- PRM Executive 1
- PRM Manager 1
- PRM User 1
- PRM Executive 2
- PRM Manager 2
- PRM User 2
- President
- Director
- Reseller
- (POINT X)
What I want is to move those 2 PRM hierarchies (1 and 2) into the POINT X node.
The result should be like this:
- President
- Director
- Reseller
- PRM Executive 1
- PRM Manager 1
- PRM User 1
- PRM Executive 2
- PRM Manager 2
- PRM User 2
In this example both President, Director, Manager and Reseller roles belong to CRM.
But those PRM roles were automatically genereted my SalesForce when I created some PRM users.
I still don´t undestand why it created those roles below Manager´s role.
I´ve tried to change the ParentRoleId field´s value of the PRM Executive 1 role to link it to Reseller Id.
But I got the following error: "role type must match user type".
What am I forgetting here?
Thanks a lot.
change the owner of the partner account to a user with the role of Reseller (assuming its an internal CRM role). That should automatically move the partner roles under the partner account owners role