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Saved Report Role Hierarchy Level Changes for Partner or Community Users in Salesforce Reports

Udgivelsesdato: Jun 4, 2026
Beskrivelse

This applies to Salesforce Reports that use the Filter by Role Hierarchy feature.

Certain report types allow users to Filter Report Data by Role Hierarchy.  

When the option to "Save Hierarchy Level" is selected on a report, the report will default to that role level when run by any internal user, regardless of role. However, when the report is run by an external user (Community, Partner, etc), the report's default role level may vary. 

Løsning

Behaviour for External Users

When an external user (such as a Partner or Community user) views a report with a saved hierarchy level, the displayed data depends on whether their role is in direct lineage with the saved role.

When an external user views a report with a saved hierarchy level, the report will run at the saved hierarchy level in instances when the external viewing user's role is in direct lineage with the saved role.  
However, if the external viewing user's role is not in direct lineage with the selected role, the report will default to display data at the external viewing user's role.  

Example Role Hierarchy

For instance, if your role hierarchy is as follows (where the Sales Team, Marketing Team, and HR Department are all sibling roles): 

  • ADMIN/CEO
    • President
      • Sales Team
      • Marketing Team
      • HR Department

and the report is saved at the "Marketing Team" level, external users who report to a user within the "Sales Team" role will view the report at their own level in the role hierarchy.  But, if the report had been saved at the "Sales Team", "President" or "ADMIN/CEO" role, external users who report to a user within the "Sales Team" role will view the report at the saved hierarchy level.  

Vidensartikelnummer

000381983

 
Indlæser
Salesforce Help | Article