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best practise for re-work on role hierarchy needed!

 

Hello all,

the Salesforce org that I inherited needs some re-work on the role  hierarchies, as the company reorganised a bit in the past.

As I do not yet now every bit and piece of configuration of the system and the automations etc. - where do I need to have a look on before re-arranging role hierarchies?

Thanks for hints on this!

Concerning inactive users: is it best practise to create a kind of 'dead role' for them? I want to get the inactive users out of the list of 'Managers in the Role Hierarchy'....

Thanks again!

 

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