Role Hierarchy in Salesforce: Explained | ADX-201 Exam Guide

What is True about the Role Hierarchy.

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Question

What is True about the Role Hierarchy.

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Explanations

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A. B. C. D.

ABC.

The Role Hierarchy is a feature in Salesforce that allows administrators to control data visibility and access for different users in the organization. The Role Hierarchy is not necessarily the same as the company org chart, but it can be based on it.

Here are detailed explanations of each answer choice:

A. Controls data visibility: This is true. The Role Hierarchy allows administrators to control data visibility by setting sharing rules that determine which records each user can see and edit. Users with higher roles in the hierarchy can see and edit records owned by users with lower roles, but not the other way around.

B. Controls record roll-up forecasting and reporting: This is not true. The Role Hierarchy does not control record roll-up forecasting and reporting. Instead, it controls data visibility and access.

C. Not necessarily the company org chart: This is true. The Role Hierarchy is a separate structure from the company org chart, although it can be based on it. The Role Hierarchy is used to control data visibility and access, while the org chart is used to define reporting structures and job roles.

D. Controls Read/Write and Transfer Rules for each user: This is not entirely true. The Role Hierarchy controls data visibility and access, but it does not directly control Read/Write and Transfer Rules for each user. Instead, these are set using profile and permission settings. However, the Role Hierarchy does indirectly impact these rules by controlling which records each user can see and edit.