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How is access granted through the role hierarchy?
For example, the role hierarchy automatically grants record access to users above the record owner in the hierarchy. By default, the Grant Access Using Hierarchies option is enabled for all objects, and it can only be changed for custom objects.
What is forecast hierarchy?
The forecast hierarchy is a nested, expandable list of forecast users or territories that determines how forecasts roll up within a company and who can view and adjust them. The role-based forecast hierarchy is based on the user role hierarchy and specifies which users are forecast managers.
What is access at the role level?
Role-based access control (RBAC) restricts network access based on a person’s role within an organization and has become one of the main methods for advanced access control. The roles in RBAC refer to the levels of access that employees have to the network.
Which two actions can forecast managers perform?
Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to know which territory has the most closed deals in a month.
What is forecast override?
An override is a replacement value that you specify in place of a forecast value. If you have not forecast your data hierarchically, then the override is an adjustment that is done with respect to the statistical forecast.
Which permission set must be assigned to a user for them to use account forecasting?
Assign the Manufacturing Account Forecasting permission set to your users so that they can track account forecasts for quantity and revenue metrics of products. Assign the Manufacturing Account Manager Targets permission set to your users so that they can create, assign, and distribute targets.
What is difference between role and role hierarchy in SalesForce?
In salesforce, roles are defined so as to increase the data visibility a particular user has. Role hierarchy allows the user sitting in higher level have access of records owned by users having role lower in hierarchy. It is not mandatory that a user should have a role.
How to enable users in the forecast hierarchy?
You can enable forecast users on the All Users page or the Forecasts Hierarchy page. When you enable users, they’re added to your forecasts hierarchy. Lauren wants to enable Beverly Shaw on the All Users page. From Setup, enter Users in the Quick Find box and select Users.
How to assign a Forecast Manager to a territory?
Assigning a forecast manager to every territory for which we want to show rolled-up territory forecasts. Enter ‘Forecasts Hierarchy’ in the Quick Find box from Setup, then select ‘Forecasts Hierarchy’. Click ‘Enable Users’, and then move users between the Available Users list and Enabled Users list.
How to set up a forecasts hierarchy in trailhead?
On the Forecasts Hierarchy page, click Edit Manager next to VP of Sales, and select Nigel’s name from the Forecast Manager picklist. (Remember, your Trailhead Playground doesn’t have any forecast users enabled, so you won’t see the Edit Manager link or the Forecasts Manager Assignment page that appears next.)
How does the forecasts hierarchy in Salesforce work?
The forecasts hierarchy is a nested, expandable list of forecast users. It determines how forecasts roll up within your company and who can view and adjust them. Your company’s role hierarchy determines your role-based forecasts hierarchy.