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Given a scenario, determine how to properly structure the role hierarchy.

The role hierarchy provides a framework to structure access to records and other information in your organization.  Various settings (sharing rules, groups, folder sharing criteria, etc.) rely heavily on roles to structure access to content.

It often helps to evaluate an org chart provided by human resources in order to create the role hierarchy structure in Salesforce.  However, the role hierarchy in Salesforce must be designed based on access requirements and may ultimately vary significantly from an org chart provided by human resources.

Three examples provided by Salesforce are:

  1. Territory-based
  2. Product-based
  3. Company Size-based

Resources for this Objective

Resource
Priority
Type
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Overview of the Salesforce.com Role Hierarchy

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