Set Up Account Roles and the Role Hierarchy

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series. The clip starts at the 29:28 minute mark, in case you want to rewind and watch the beginning of the step again.

Recap

So far you’ve created a bare-bones portal, converted Salesforce accounts to partner accounts, converted contacts to partner users, and set up an external sharing model. In this step, you set up account roles, see how they fit within the Salesforce role hierarchy, and check the visibility of a few opportunities.

Here’s an overview of how account roles work.

Assign Roles to Users

When you created partner users, you didn’t assign them a role. Salesforce automatically assigned all the new partner users to their account’s Partner User role. But what if you want to set up a hierarchy within an account so that you can use the org’s role hierarchy to share records?

You can do that.

If you remember, in Step 2 of this project you changed the default partner user role setting to 2 (under Setup | Digital Experiences | Settings ).

The default setting for account roles is 1, by you can set up to three account roles for partner accounts. For Ursa Major, Maria has already set up two roles per partner account (User and Manager) so partners can share opportunities and other records hierarchically.

Change the roles of a few partner users.

1. From Setup, enter Users in the Quick Find box, then select Users.
   
2. Click Edit next to Levy, Babara.
   
3. Change her role to Express Logistics and Transport Partner Manager.
   
4. Click Save.
   
5. Follow the same steps and change Sean Forbes’s role to Edge Communications Partner Manager.
   

Now you have a mini role hierarchy set up in your partner accounts, consisting of partner managers above partner users. In order to use the internal Salesforce org role hierarchy for these partner users, you must add a channel account manager and make this user the owner of the partner accounts.

Considerations When Using Account Roles

Although you can have up to three account roles in your org, it doesn’t mean that you definitely should. We recommend that you keep the default one account role and use other sharing mechanisms to increase visibility of records if you need to. An increase in the number of roles can affect performance.

If you set your partner role to 1 and decide to increase the number of roles at a later date, the increased number of roles isn’t applied to already existing partner accounts.

By default, new orgs can have a maximum of 50,000 account roles for Experience Cloud users. To increase the number of account roles to 100,000, contact support. You'll need to submit a detailed system design review for the approval. The absolute maximum number of account roles you can have in Salesforce is 500,000, and you need special Salesforce approval in order to have that many.

Account roles can quickly add up, since Salesforce generates account roles for each account that has associated site users. So, if you set up two partner account roles in your org, and you have 100 partner accounts, you create 200 account roles.

You can assign account roles only to external users who have a Customer Community Plus or Partner Community license.

Add a Channel Account Manager to the Role Hierarchy

Now add a channel account manager user to your Trailhead Playground and assign this user a role in the role hierarchy.

1. From Setup, enter Users in the Quick Find box, then select Users.
   
2. Click New User and enter this information.
   

• First Name: Maya
• Last Name: Pasqua
• Email: [your email address]
  
• Alias: [autopopulates]
  
• Username: [unique username in an email format]
  
• Nickname: [must be unique]
  
• Role: Channel Sales Team
  
• License: Salesforce
  
• Profile: Custom: Sales Profile
  
• Deselect these checkboxes:
  
  • Salesforce CRM Content User
    
  • Receive Salesforce CRM Content Email Alerts (if it’s selected)
    
• Select the Generate new password and notify user immediately checkbox.
  
• Click Save.
  

After creating the new user, you should receive an email asking to verify your account and set your password. You don’t have to do that for this project, but you can.

Test Opportunity Visibility

To test opportunity visibility, change the ownership of some records.

1. From the App Launcher, select Accounts.
   
2. Click Edge Communications.
   
3. From the quick actions dropdown menu, select Change Owner.
   
4. Search for and select Maya Pasqua.
   
5. Click Submit.
   
6. From the Opportunities list on the Related tab for Edge Communications, select Edge Installation.
   
7. From the quick actions dropdown menu, select Change Owner.
   
8. Search for and select Rose Gonzalez. (If you can't find Rose, change the search target to Partner Users first.)
   
   
9. Click Submit.
   

Let’s recap why you just did this.

Rose’s role is Edge Communications Partner User. All her records are visible to Sean Forbes, who is directly above her in the account role hierarchy in the role of the Edge Communications Partner Manager.

Rose’s opportunity is also visible to Maya Pasqua, who owns the partner account within Salesforce. That same opportunity is also visible to everyone above Maya Pasqua in the org’s role hierarchy.

Feel free to test this by logging in to the portal as Rose and Sean to check the visibility of Edge Installation.

Resources

Video series: Who Sees What in Experience Cloud