Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Roles and the Role Hierarchy

Salesforce Certified Advanced Administrator - Part 1 • 6m 11s

Up Next in Salesforce Certified Advanced Administrator - Part 1

  • Logging in as Another User

    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.

  • Profiles vs. Roles

    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.

  • Ownership-Based Sharing Rules

    Ownership-based sharing rules allow for exceptions to organization-wide default settings and the role hierarchy that give additional users access to records they don’t own. Ownership-based sharing rules are based on the record owner only.