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Sofia Mila (Artesco) 님이 #Sales Cloud에 질문했습니다

Hi all,

I am wondering best practices when to use roles, in which cases is it recommendable to use roles?. Only when you want to share records? (Sharing Rules).

답변 3개
  1. 2022년 2월 15일 오후 9:56

    Personally I assign a Role to every User in my org.  

     

    Having Users with no assigned Role can leady to some wonky Report Results 

     

    Also there a lot of things within Salesforce that can be assined to Users, like a Sharing Rule or access to a Report or Dashboard Folder, or Routing an Email Alert, etc, that are much easier when all of your Users are assigned a Role

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