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Owner Role displays empty or blank in Reports

Fecha de publicación: Oct 13, 2022
Descripción

If the Role Name as displayed on reports field within the Role Hierarchy setup is empty, the Role Name column will display as empty or blank in your reports. Here's how to fix it:

Solución

Manually update the "Role Name" field

In Salesforce Classic
  1. Click on Setup.
  2. In the Quick Find box, enter Roles then click Roles.
  3. Click Edit next to the Role Name.
  4. Update the "Role Name as displayed on reports" field.
  5. Click Save.
 

In Lightning Experience

  1. Click on the gear icon | Setup | Users | Roles.
  2. Click Edit next to the Role Name.
  3. Update the "Role Name as displayed on reports" field.
  4. Click Save.
     

Bulk update multiple "Role Name" fields (Administrators only)

Using the Data Loader on the Role (UserRole) object, edit the field values under "RollupDescription."

  1. Run an Export from the Role object.
  2. Enter SELECT Id, Name, RollupDescription FROM UserRole
  3. Edit the .csv file by changing the value of the field 'ROLLUPDESCRIPTION'.
  4. Run an Update on the Role object and choose the .csv file you edited above.
Número del artículo de conocimiento

000385298

 
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Salesforce Help | Article