SALESFORCE CRM Role Create

 

- Info:

- This tutorial shows how to create a new role.

- Role Hierarchy is specified through field: This role reports to.

 

- Open roles section:

- ivoronline

- Setup

- Manage Users

- Roles

- Set Up Roles

 

- Initiate creation of new roloe:

- Add Role

 

- Define User Properties:

- Role Name: Manager

- This role reports to: Boss

- Role name as displayed on reports: (blank)

 

- Save changes:

- Save