Slaesforce FAQ

how to query role in salesforce

by Myles Stamm Published 3 years ago Updated 2 years ago
image

Go to the Queries Menu/SOQL Query Paste this query in the query box and click the Execute (or Query) button. This query selects all roles that are not found in the User table.

Full Answer

How do I select all roles in a soql query?

Go into the Developer Console and select the SOQL query tab or you can login to workbench.developerforce.com. Paste this query in the query box and click the Execute (or Query) button. This query selects all roles that are not found in the User table.

How do I query or describe a userrole?

Users with the View Roles and Role Hierarchy permission can query or describe this object. If your client application logs in with the “Manage Users” permission, it can query, create, update, or delete UserRole records.

How to select all roles that are not found in user table?

Paste this query in the query box and click the Execute (or Query) button. This query selects all roles that are not found in the User table. The results can be placed in excel and then imported to a custom object where you can create a report on it if you wanted.

Can we query Salesforce data from the front-end web app?

We'd like to be able to query some of our Salesforce data from our front-end web app in order to get some information back for the current application user.

image

How do I query roles in Salesforce?

3 AnswersGo into the Developer Console and select the SOQL query tab or you can login to workbench.developerforce.com.Go to the Queries Menu/SOQL Query.Paste this query in the query box and click the Execute (or Query) button.

What is user role ID in Salesforce?

The UserRoleID field can be used to run a query on the User object and identify the Role currently assigned to a User. It's possible to use Data Loader to filter the export and access only the users without an assigned role. Resolution. The UserRoleID field contains the ID associated with the Role assigned to the user.

How do I use a role in Salesforce?

For 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"Under the Role you prefer, click on "Add Role"Fill up the Label, Role Name and select a Parent Role which this Role will report.More items...

Where are roles stored in Salesforce?

roles directoryrole and components are stored in the roles directory of the corresponding package directory.

How do I extract a role from Salesforce?

Login into Dataloader then Choose Export.Check "Show all Salesforce Objects".Select Role (UserRole).Insert the desired file name in the "Choose a target for extraction:" field.Click Next.Select the desired query fields (e.g. Id, Name, and ParentRoleId).Click Finish and proceed with the export.

What is difference between roles and profiles in Salesforce?

Salesforce Roles and Profiles 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. 'Marketing', 'System Admin', 'Sales', 'Support'. Roles are how users relate to each other in a hierarchy, eg.

What is role difference between role and profile?

One example of this is exporting data. A role assists with sharing records in the salesforce....Difference.RoleProfileThe role helps in defining data visibilityA profile sets the limit of what a user can do in the organization3 more rows•Mar 25, 2020

Can two user have same role 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.

How many roles can a user have in Salesforce?

By default, a Salesforce org can have up to 500 Roles. The current Maximum is 10,000. A documented business case, including the specific amount of roles required when requesting a higher limit.

How do I open role hierarchy in Salesforce?

Now that you've created your first role, you can assign the appropriate user to it. Click CEO, and on the CEO role detail page, click Assign Users to Role. In the Available Users drop-down list, select All Unassigned. Choose a user from the list, and click Add to move her to the Selected Users for CEO list, then save.

What is Userrole in Salesforce?

Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your Salesforce org's data. Roles within the hierarchy affect access on key components such as records and reports.

Can a user have no role in Salesforce?

While creating a user we can create user without roles, but actual functionality was explained below: Roles (configured under Admin Setup->Manage Users->Roles) are used to control which Salesforce records are available to users assigned to the role. Unlike Profiles, there is no configuration in a role.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9