Contents
How we can change the grant access using role hierarchy for standard objects?
The Grant Access Using Hierarchies option is enabled for all objects, and it can only be changed for custom objects. We can not changed it for standard objects. Note: The Grant Access Using Hierarchies option is always selected on standard objects and is not editable.
Who can edit public groups in Salesforce?
Only administrators and delegated administrators can create and edit public groups, but anyone can create and edit their own personal groups.
How do I manage groups in Salesforce?
To create or edit a group:
- Click the control that matches the type of group: For personal groups, go to your personal settings and click My Personal Information or Personal—whichever one appears. Then click My Groups.
- Click New, or click Edit next to the group you want to edit.
- Enter the following: Field.
- Click Save.
Can a public group grant access using hierarchies?
Public Group is not “Grant Access Using Hierarchies” enabled Let us use the same object as above, but share it with a different group which is without enabled “Grant Access Using Hierarchies”. This will NOT share records to users with the higher role hierarchy.
How to create sharing rules via public group and role?
In this testing, we are using a custom object not enabled for “Grant Access Using Hierarchies”, then we create a sharing rule to share with the same group with Grant Access Using Hierarchies as in (1B). As the result, this share will NOT grant access to the users in the higher role hierarchy.
How to grant access using hierarchies-blogger?
There is a custom object say ‘XYZ’ and OWD for this is set to ‘Private’, which means record of this can be seen by only owner and users above in role-hierarchy and territory. However, to share this with other user, we can manually share it.
Can You grant access to custom objects in public group?
While for custom objects, you can configure the “Grant Access Using Hierarchies” under Organization-Wide Defaults for that object. In the Public Group setting, you also can configure to enable “Grant Access Using Hierarchies”. Let us see a few scenarios as below: