If you set Opportunity OWD as private they both will be able to see only their record either Role same and profile diff or role same and profile same. Role define hierarchy level. If any user have higher level in hierarchy he can see lower level user record but in your scenario role are same they cannot see each other records if OWD private.
Full Answer
Can a role be given to multiple users in Salesforce?
The same role can be given to multiple users and they may or may not have the same permissions. A Role can be assigned to the user at any point of time. Below is the default Role hierarchy provided by Salesforce: In the above figure, the Executive staff is at the top of the hierarchy.
How to increase data visibility via roles in Salesforce?
So, start with the strictest in mind. There are two ways to increase data visibility via roles, essentially superseding (pushing past) the OWD: There’s some confusion when a Salesforce org is using both profiles and roles. They are designed to be used together – it is not an ‘either/or’ decision. It may help to think in different shapes.
What is the difference between roles and profiles in Salesforce?
Salesforce Roles and Profiles. There’s some confusion when a Salesforce org is using both profiles and roles. They are designed to be used together – it is not an ‘either/or’ decision. It may help to think in different shapes. Profiles are like circles, whereas roles are arranged into a hierarchy (when using the Role Hierarchy):
What are some examples of parent roles in Salesforce?
As an example, suppose you have Sales and Support teams, all of whom have the Sales Analyst or Support Analyst role. Both roles are parented under the Team Manager role. The Sales person with the Team Manager role can see records owned by both teams, as can the Support person.
Can a General Manager access the Marketing Head and Sales Head records?
General Manager can access the records which are accessed by Marketing Head and Sales Head but not IT Admin.
Can you give multiple users the same permissions in Salesforce?
It’ll not give any permissions to users. It tells who has to report to whom. The same role can be given to multiple users and they may or may not have the same permissions. A Role can be assigned to the user at any point of time. Below is the default Role hierarchy provided by Salesforce:
Can Salesforce create a custom role hierarchy?
If the default role hierarchy fulfills your business requirement, that can be used in your organization. Salesforce has a privilege to create a custom role hierarchy according to your business requirement.
Who is Lucy from Salesforce?
Lucy is the Head Editor & Operations Director at Salesforceben.com, Founder of THE DRIP and Salesforce Marketing Champion 2020. Posted on February 28, 2021 in For Admins, Guides. Salesforce Roles and Profiles (Feat. Permission Sets)
Is profile an either or decision?
They are designed to be used together – it is not an ‘either/or’ decision. It may help to think in different shapes. Profiles are like circles, whereas roles are arranged into a hierarchy (when using the Role Hierarchy): Profiles are like circles of users that share the same function, eg.
Who owns a record in a queue?
Every record is owned by a user or a queue. The owner has full access to the record. In a hierarchy, users higher in the hierarchy always have the same access to users below them in the hierarchy. This access applies to records owned by users and records shared with them. To specify record-level security, set your organization-wide sharing ...
What is a role hierarchy?
Similar to an organization chart, a role hierarchy represents a level of data access that a user or group of users needs. The role hierarchy ensures that users higher in the hierarchy can always access the same data as users who are at a lower level, regardless of the organization-wide default settings.
Why is it easier to manage users' permissions and access?
Now it’s easier to manage users’ permissions and access because you can assign multiple permission sets to a single user. Field-Level Security (Permission Sets and Profiles) Sometimes you want users to have access to an object while limiting their access to individual fields in that object.
Does Salesforce search for Las Vegas?
Salesforce does a keyword search, matching the terms Las Vegas, Las and Vegas in the searchable fields. No results are returned for records that match only the Billing and Shipping Address fields because the user doesn't have access to these fields. There are some fields that don’t enforce field level security and return search results.