#Role Hierarchy0 debatiendo

We were just given an upgrade to Customer Community Plus licenses which require that new users be provisioned with a role attached to it. Because default, SF is creating a new role for each new users and placing them under our Sales Manager in our Role Hierarchy. I have two questions: 

1. Does anyone know why it defaulted in putting users there in the role hierarchy? 
2. And what would be best practice for them as far as being in a role hierarchy? Should they be in their own branch? Under revenue? 

It's odd because when I click on the role on the user record, it will detail where it falls in the role hierarchy. But then when I go to Setup>Users>Roles and look at our org set up, I do not see the community plus role listed. 

#AwesomeAdmins #Community Cloud #Experience Cloud #Role Hierarchy #User Roles #Best Practices

Hi EA team!

Does anyone has worked implementing a security predicate based on territory management?

I would like to know if the way to augment security predicate nodes is the same for role hierarchy for example.

Thanks in advance!

I am unable to edit sharing rules. Please see screenshot. The fields are in grey. Why is that happening?

Also, if I change the label name of a hierarchy role (not the API) and this name appears as part of a role in a sharing rule based off of roles, do I need to update anything in the sharing rule or will the sharing rule  update automatically with the new name?

#Sharing Settings  #Role Hierarchy

Hi All, Some of my friends are looking to join the Salesforce ecosystem but with different profiles, namely Marketing Manager/Consultant or Sales Manager they do have experience in the respective field but don't know how to start with salesforce technology. Are there such career roles available? If Yes then how can they join the Salesforce ecosystem? Please Guide. #Sales And Marketing #Salesforce Jobs #Role Hierarchy #Sales Manager #Career Advice #Career In Salesforce #Career In Salesforce

Every time I run this specific report, it is filtered by a specific role. When I choose "Clear selection" and "save & run" it, the filter is out (good). But once I close the report and open it again, the filter is back.

I do not have this issue with other reports. Any idea why that is? 

Thanks!!

Hi, my sharing rules seem to be giving my users more access than they should. When I give read access to opportunities, they actually are able to have edit access to the records of the other users even though they are lower in the role hierarchy.

Org wide defaults for opportunities are set to private. 

Any help will be much appreciated!

#Sharing Settings #Profiles #Sales Cloud #Role Hierarchy

Hi there,

Often times when I make new users, I forget that I have to assign them certain folder permissions too, especially for reports. When new users don't have these permissions, they go to the reports the dashboards use and are locked out because they don't have folder permissions.

I have a role that was grandfathered into our SF environment that I assign everyone. Would it be easier to assign everyone this new role and give View access to the Report folder? More importantly, would giving this Role only View access take precedence over individual User permissions like Edit and Manage?

#Role Hierarchy