In this lesson, we look at the relationship between various objects, first referring to the Sales Objects ERD Diagram found within the SOAP API Developer Guide. We then use the Schema Builder to further look at the relationship types between Account, Contract, Contract, Case and Opportunity.
Resource:
Sales Objects ERD Diagram from SOAP API Developer Guide - https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_erd_majors.htm
A role hierarchy represents a level of data access that a user or group of users needs. The role hierarchy ensures that managers always have access to the same data as their employees, regardless of the organization-wide default settings. Role hierarchies don't have to match your organization cha...
In this lesson, we grant the ability for administrators to log in as other users in our org. We then adjust the Session Settings to unlock the Force relogin after Login-As-User setting. We also adjust Jim Doe’s profile to make him a Lightning Experience user.
In this lesson, I place myself at the bottom of the Role Hierarchy and place Jim Doe above me as my manager.
We then demonstrate how Jim is unable to create a new Account record.
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