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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).

3 answers
  1. Feb 15, 2022, 9:56 PM

    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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