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goabhigo
Creating roles when there are multiple people with same role but different locations
I have an org where there are multiple branches (locations) which has similar set of users roles - Area Manager, Branch Manager, Sales Executive. As per the rule, it is best if I create roles like - AM Location1, BM Location1, SE Location1, AM Location2, BM Location2, SE Location2. This is ok if we have very limited branch, BUT not at all good design if we have more. In my case I have 3900+ branches!!!
Problem with creating one set of hierarchy (AM, BM, SE) is that, AM of Location1 can see records created by SE of Location2.
Is there a way to do this? Please suggest.
Problem with creating one set of hierarchy (AM, BM, SE) is that, AM of Location1 can see records created by SE of Location2.
Is there a way to do this? Please suggest.
Once you set this up correctly the role hierarchy can be arranged in any order as per the convenience.
However, if you are using standard object, this may not suit.