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sri srisri sri 

difference between role hierarchy and sharing rules

Hi

 

What is the exact usage of Role hierarchy and Sharing Rules

 

Thank you

gautam_singhgautam_singh

ROLE:


It means  the user  what action or which aceess they have to perform.

The role hierarchy is best looked at like a tall tree with information flowing up from the bottom to the top. The hierarchy can have many branches and many people on one or each branch, or it can have just a few branches with only one person per branch. Like a tree, your role hierarchy is a living object that will continue to evolve as your company grows and changes.


As an example, let’s look at a company that sells and supports software and hardware. They would have different branches for sales and support. Inside those, they may have more branches for the different types of hardware (keyboards, hard drives) and software (productivity, entertainment). We could even go further and say they have different locations around the world or the country. As you can see, the hierarchy can get large rather quickly.


Generally, roles will control the level of access that users have for your data. People at any given role can edit, view, and report on all data owned by or shared with users below them in the role hierarchy.



More Information Can be found Here ..




Sharing Rules -


used by administrators to automatically grant users within a given group or role access to records owned by a specific group of users. use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules can never be stricter than your organization-wide default settings. They simply allow greater access for particular users.

With sharing rules, you are in effect setting automatic extensions to your organization-wide sharing settings for particular sets of users.


More Information Here



Important :


HIt Kudos If this is helpful and If this is the answer which you were looking for mark it as as a solution .


Thank You

Sonali S 10Sonali S 10
Role: In Salesforce Role is meant to increase the data visibility to a particular user. It can be done through sharing rules or by building a role hierarchy.
Sharing rules : If we want to give access to other users we use sharing rules.
The TechieThe Techie
https://help.salesforce.com/s/articleView?id=000326216&type=1
Timothy FerlandTimothy Ferland
The role hierarchy allows you to create an “otherwise-set-in-stone” structure of record access. This means that if a sharing rule or manual sharing is configured, that (https://10thclassresult.site/) lets the users see the records, but otherwise, record access is based on this role hierarchy.
Arun Kumar 1141Arun Kumar 1141

Hi Sri Sri,the below answer can help you regarding your question

Role means what a user can see in his org,the amount of accessibility a user get is called role whereas the sharing rules give extra access to the data they need beyond the hierarchy based on the situation.

If you find this answer helpful,mark this as best answer.

Thank You!