New video by Salesforce Support on YouTube
Grant Record Access With Role Hierarchy | Salesforce Who Sees What Ch. 6
Welcome to Grant Record Access with Role Hierarchy, the sixth video in the Who Sees What series. https://youtube.com/playlist?list=PLFNbZmUNjID5ILGyXqm_1oJHcTDoLkW0W In this video, we’ll talk about record access and role hierarchy. A role is a record-level access in Salesforce that defines the visibility access of a user. Role hierarchy is a way to extend record access when org-wide sharing settings have been set to Private or Public Read-Only. Users get access to records owned by others below them in the role hierarchy. The videos in this series provide admins the basics on visibility and data access in Salesforce, so they can successfully set up their org. 0:00 Introduction 0:28 Role Hierarchy 1:07 Org-Wide Defaults (OWD) 1:34 Role-Hierarchy Opens Up Access 2:21 3 Ways to Open Up Access 3:14 AW Computing 4:37 Add New Role 5:16 Assign Users to Role 5:30 Edit Role 5:48 How Do the Layers Work? 8:00 Role Hierarchy Best Practices 8:20 Learn More #RecordAccess #RoleHierarchy #Salesforce #SalesforceSupport #SalesforceHowTo If you have questions, tap into the wisdom of our entire Trailblazer Community here: https://ift.tt/vwokPNz Need additional guidance? Search for live sessions, webinars, and more here: https://ift.tt/9hZglYa Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
View on YouTube
View on YouTube
Welcome to Grant Record Access with Role Hierarchy, the sixth video in the Who Sees What series. https://youtube.com/playlist?list=PLFNbZmUNjID5ILGyXqm_1oJHcTDoLkW0W In this video, we’ll talk about record access and role hierarchy. A role is a record-level access in Salesforce that defines the visibility access of a user. Role hierarchy is a way to extend record access when org-wide sharing settings have been set to Private or Public Read-Only. Users get access to records owned by others below them in the role hierarchy. The videos in this series provide admins the basics on visibility and data access in Salesforce, so they can successfully set up their org. 0:00 Introduction 0:28 Role Hierarchy 1:07 Org-Wide Defaults (OWD) 1:34 Role-Hierarchy Opens Up Access 2:21 3 Ways to Open Up Access 3:14 AW Computing 4:37 Add New Role 5:16 Assign Users to Role 5:30 Edit Role 5:48 How Do the Layers Work? 8:00 Role Hierarchy Best Practices 8:20 Learn More #RecordAccess #RoleHierarchy #Salesforce #SalesforceSupport #SalesforceHowTo If you have questions, tap into the wisdom of our entire Trailblazer Community here: https://ift.tt/vwokPNz Need additional guidance? Search for live sessions, webinars, and more here: https://ift.tt/9hZglYa Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
View on YouTube
View on YouTube
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