Roles

How to create different views for different user roles?

How to create different views for different user roles?
  1. How do I make different views for different users?
  2. Can a user have multiple roles?
  3. Can users share roles with in the same project?
  4. How many roles can a user have?
  5. Can a user have multiple profiles in Salesforce?
  6. How many roles can you have in Salesforce?

How do I make different views for different users?

Create multiple views from same form for different set of users

  1. Create the first view, named View1 with all fields (columns) being displayed and restrict the access to this view to just the Owner. This is done via the Share Tab in Edit Mode, by sharing the view to the required email-id. ...
  2. Create the second view, named View2 with only the required fields to be displayed to the user.

Can a user have multiple roles?

Yes. Users may be assigned to multiple Roles. The system will give the most access possible based on all the Roles the use is assigned to. The User Interface will follow the Role which is "highest" on the list of Roles.

Can users share roles with in the same project?

When creating a new project using a shared configuration, users and roles are not shared between projects. This way, when creating a new project where the same users will have the same roles, they have to be added manually.

How many roles can a user have?

Can a user have multiple roles? Users will typically only have one role. Each role is tightly linked to a certain level of access a user has, as well as the types of activity they can perform.

Can a user have multiple profiles in Salesforce?

Yes, you can assign one profile to multiple users. Consider you have large group of people supporting your sales operations for your business across the globe. So you can create a profile in salesforce enabling all necessary permissions and can be assigned to all those users.

How many roles can you have in Salesforce?

By default, a Salesforce org can have up to 500 Roles or Territories. The current Maximum is 10000. A documented business case, including the specific amount of roles or territories needed, is required when requesting a higher limit.

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