{"id":393,"date":"2023-05-01T22:23:59","date_gmt":"2023-05-01T22:23:59","guid":{"rendered":"https:\/\/beinthecloud.biz\/sfdc\/1\/?p=393"},"modified":"2023-05-01T22:23:59","modified_gmt":"2023-05-01T22:23:59","slug":"salesforce-create-a-role-hierarchy-and-assign-it-to-user","status":"publish","type":"post","link":"https:\/\/beinthecloud.biz\/sfdc\/1\/2023\/05\/01\/salesforce-create-a-role-hierarchy-and-assign-it-to-user\/","title":{"rendered":"Salesforce create a role hierarchy and assign it to user"},"content":{"rendered":"\n

In Salesforce Classic:<\/strong><\/p>\n\n\n\n

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  1. Click on Setup.<\/li>\n\n\n\n
  2. Expand the “Manage Users” by clicking the arrow beside it.<\/li>\n\n\n\n
  3. Under Manage Users, click on “Roles”<\/li>\n\n\n\n
  4. Click on “Set Up Roles”<\/li>\n\n\n\n
  5. Click “Expand All”<\/li>\n\n\n\n
  6. Select “Edit” after the Role name.<\/li>\n\n\n\n
  7. Edit the information you want to change.<\/li>\n\n\n\n
  8. Click Save<\/li>\n<\/ol>\n\n\n\n

    For Lightning Experience:<\/strong><\/p>\n\n\n\n

    1. Click on the Gear Icon<\/p>\n\n\n\n

    2. Click “Setup”<\/p>\n\n\n\n

    3. In the Quick Find box, enter “Roles”<\/p>\n\n\n\n

    4. Click “Roles”<\/p>\n\n\n\n

    5. Click on “Set Up Roles”<\/p>\n\n\n\n

    6. Click “Expand All”<\/p>\n\n\n\n

    7. Under the Role you prefer, click on “Add Role”<\/p>\n\n\n\n

    8. Fill up the Label, Role Name and select a Parent Role which this Role will report<\/p>\n\n\n\n

    9. Enter a Role name that will be displayed on Reports<\/p>\n\n\n\n

    10. Click on “Save “<\/p>\n\n\n\n

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