Slaesforce FAQ

how to query user role in salesforce

by Grayson Hammes Published 2 years ago Updated 2 years ago
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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

Who can create the users in Salesforce?

Step One: Add New User

  • From Setup, enter Users in the Quick Find box, then select Users.
  • Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time.
  • Enter each user’s name, email address, and a unique username in the form of an email address. ...

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How many user we create in Salesforce?

Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets. You can assign permission sets to various types of users, regardless of their profiles. Create permission sets to grant access among logical groupings of users, regardless of their primary job function.

How do I create a new user on Salesforce?

  • Enter First name, last name, Alias, Email address.
  • Now Assign a Role to the user.
  • Now assign user license to the new user.
  • Assign a profile to the user.
  • Now select generate passwords and notify user via email.
  • Click on Save button.
  • A verification email will be sent to the Email.

How to create a new Salesforce user?

  • Setup > Type in ‘Users’ into Quick Find > Select Users
  • Depending on how many users you want to add Select New User (single) or Add Multiple Users (up to 10).
  • Select User Licence – this will decide the Salesforce accessibility for each user. This is where you would set up the Identity Licence.
  • Select Profile for the user.
  • Save.

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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.

How do I find the current user role in Salesforce?

You can get the User's Role directly by using this syntax: String uRoleId = UserInfo. getUserRoleId(); And you can additionally query the UserRole object to get the Role Name, if needed.

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.

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 UserInfo in Salesforce?

Contains methods for obtaining information about the context user.

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 Userrole object in Salesforce?

Represents a user role in your organization. This object was called “Role” in previous versions of the API documentation.

How do I assign a role to a user 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.

What is a user role?

User Role means the specific role or roles to which an Authorized User is assigned and which prescribes what Information the Authorized User is permitted to access, use and disclose.

How do I edit roles in Salesforce?

In Lightning Experience:Click on the Gear Icon.Click "Setup"In the Quick Find box, enter "Roles"Click "Roles"Click on "Set Up Roles"Click "Expand All"Select "Edit" after the Role name.Edit the information you want to change.More items...

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.

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