Slaesforce FAQ

how to identify users manager in salesforce

by Gabriel Romaguera Published 2 years ago Updated 2 years ago
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Depending on your use case, you would either create a map of all managers to their related user, or could just query for single manager you are looking for. String MgrID = [select managerid from Revenueforecast limit 1].managerid; //change this query to look for the manager ID of a particular user with

Full Answer

Why add users to your Salesforce account?

When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most.

How to get the manager ID of the current user?

User someone = [SELECT Manager.Id FROM User WHERE Id = :UserInfo.getUserId ()]; // Get the manager Id of the current, logged in User if (mapUserToActive.get (someone.Manager.Id)== true) { // Get the value of the the returned Id (they key) and check if the boolean is true System.debug ('@@@@@ They\'re active!');

How do I get help with Salesforce security questions?

Bring your questions to an Ask the Expert webinar, search sessions and register here, and check out other great events where you can connect with a Salesforce expert. 2. Update your user settings to incorporate profiles, permission sets, roles, and data security.

How do I Manage my users?

The most basic aspect of user management is creating the usernames and login accounts for your users. In just a few clicks, you can send a team member their login and get them into the platform. Take the User Management module on Trailhead to learn more. Assign accurate profiles to grant object access

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Where is manage users in Salesforce?

In the user list, you can view and manage all users in your org, partner portal, and Salesforce Customer Portal. To enable specific Salesforce functionality for your users, you must choose one user license for each user.

WHAT IS manager in user Salesforce?

In Salesforce, we can define Role Hierarchy and Manager for a user. In many cases, Manager is the same user with the user defined one role above on the Role Hierarchy. But, it does not always have to follow Role Hierarchy. Manager can be someone from other role hierarchy.

How do I assign a user to a manager in Salesforce?

From Setup, in the Quick Find box, enter Roles , then select Roles.Click Assign next to the name of the desired role. ... Make a selection from the dropdown list to show the available users.Select a user on the left, and click Add to assign the user to this role.Click Save.

How can I tell where a user is in Salesforce?

how to know if User is referred anywhere in salesforceSetup-> Object Manager.Your object that you want to check like User.Click On User then click on Fields & Relationships.Go to Field Dependencies.

What is user management settings in Salesforce?

You can easily navigate, search, and modify settings for a profile. Your Salesforce org can use one profile user interface at a time. Limit Profile Details to Required Users. Keep Salesforce as secure as possible. Limit users from viewing any profile names other than their own.

What is the manager field for in Salesforce?

As of Spring '15, Salesforce has introduced Manager Groups feature, which allows administrators to define object sharing rules, as well as users to manually share records using the User Hierarchy that is defined using this manager field.

How do I assign user manager approvals in Salesforce?

Enable Approval SettingsFrom Setup, enter Users in the Quick Find box and select Users.Select your user account in the list provided. (Click on your name in the All Users list.)Click Edit.Scroll down to Approver Settings. Set your manager as Eric Executive by clicking. ... Click Save.

How do I add a manager in role hierarchy in Salesforce?

In Salesforce Classic:Click on Setup.Expand the "Manage Users" by clicking the arrow beside it.Under Manage Users, click on "Roles"Click on "Set Up Roles"Click "Expand All"Select "Edit" after the Role name.Edit the information you want to change.Click Save.

How do you assign a role to a user?

Assign roles in user listGo to Dashboard > User Management > Users.Click ... next to the user you want to modify, and select Assign Roles.Choose the role(s) you wish to assign, then click Assign.

What is UserInfo getUserId () in Salesforce?

getuserid() returns the user id. Please check your code in controller class to get current user id. Hi, Use the below code to get user name.

What is UserInfo in Salesforce?

Contains methods for obtaining information about the context user.

How do I check user permissions in Salesforce?

In the original profile user interface, user permissions are listed under Administrative Permissions and General User Permissions. To view permissions and their descriptions, from Setup, enter Permission Sets in the Quick Find box, then select Permission Sets, then select or create a permission set.

How do roles mimic teams?

Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assign ing users to a role hierarchy makes records accessible within their team.

What is permission set?

Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.

What are Organization-wide defaults and sharing rules?

Organization-wide defaults and sharing rules determine what data is private and what data is shared with other users. These settings come in handy when working across a large team with varying data security needs

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