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Role Fields
The fields that comprise a role entry have specific purposes. Refer to this table for descriptions of each field and how it functions in a role.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions |
| User Permissions Needed | |
|---|---|
| To create or edit roles: | Manage Roles |
The visibility of fields depends on your organization’s permissions and sharing settings.
| Field | Description |
|---|---|
| Case Access | Specifies whether users can access other users’ cases that are associated with accounts the users own. This field isn’t visible if your organization’s sharing model for cases is Public Read/Write. |
| Contact Access | Specifies whether users can access other users’ contacts that are associated with accounts the users own. This field isn’t visible if your organization’s sharing model for contacts is Public Read/Write or Controlled by Parent. |
| Label | The name used to refer to the role or title of position in any user interface pages, for example, Western Sales VP. |
| Modified By | The name of the user who last modified this role's details, and the date and time that the role was modified. |
| Opportunity Access | Specifies whether users can access other users’ opportunities that are associated with accounts the users own. This field isn’t visible if your organization’s sharing model for opportunities is Public Read/Write. |
| Partner Role | Indicates whether this role is associated with a partner account. This field is available only when a customer or partner site or portal is enabled for the organization. If this checkbox is selected, you can’t edit the role. The default number of roles in site and portal accounts is three. You can reduce the number of roles or add roles to a maximum of three. |
| Role Name | The unique name used by the API and managed packages. |
| Role Name as displayed on reports | A role name that appears in reports. When editing a role, if the Role Name is long, you can enter an abbreviated name in this field. |
| Sharing Groups | These groups are automatically created and maintained. The Role group contains all users in this role plus all users in roles above this role. The Role and Subordinates group contains all users in this role plus all users in roles above and below this role in the hierarchy. The Role and Internal Subordinates group (available if Salesforce Experiences or portals are enabled for your organization) contains all users in this role. It also contains all users in roles above and below this role, excluding site and portal users. |
| This role reports to | The role above this role in the hierarchy. |
See Also
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