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Business Platforms & EA · Foundational

Role Hierarchy

Hierarchy of roles that grants users access to records owned by or shared with users below them.

Definition

The role hierarchy opens record access upward: managers see and, depending on settings, edit records of subordinates. It typically mirrors reporting lines but should reflect data access needs. It also drives forecasting rollups and is used in role-based sharing rules.

Exam tip

Role hierarchy controls record access, not object or field permissions, which come from profiles and permission sets.

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