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Role Hierarchy Requirements for Templated CRM Analytics Apps

Data pubblicazione: Dec 1, 2025
Descrizione

CRM Analytics Role Usage

Templated CRM Analytics Apps generally include Role and Role Structure of Users in the Owner details for records. This generally determines several aspects of the included dashboards, such as team structure and roll-ups. If row-level security is enabled, Roles may be used to control visibility.

Risoluzione

Requirements

  • Role Hierarchy must have at least two levels
  • Users must be assigned a Role
  • Each level in the hierarchy must have at least one User assigned
 

Impact

Not meeting these requirements may cause the dataflow to fail. This generally manifests as an error similar to the following:

"Something went wrong while executing the FlattenRole node: parent_field does not have any data."

Having an incomplete role hierarchy may also result in unexpected visibility issues in datasets and dashboards. This could manifest as seeing too many records or not seeing everything expected.

Exceptions

Sales Analytics no longer requires Role Hierarchy. Sales Analytics will detect if the environment is using Role Hierarchy, and if not, the setup wizard will remove all references to Role Hierarchy. Any page that used to reference Role will reference Opportunity Owner instead.

Einstein Activity Capture and High Velocity Sales use the Role Hierarchy to control visibility. The activity data that users see in those dashboards depends on whether you use role hierarchy. If you use role hierarchy, users see data for only activities or other included records that they’re involved in and that users below them in the role hierarchy own. If you don’t use role hierarchy, users see data for all activities and other included records in the dataset.

Event Monitoring Analytics App can bypass this error by adding a dummy two-level of Role Hierarchy with or without users assigned. Review the related Known Issue for more information.

Note: Partner roles might not be visible in the UI. Run a SOQL Query to check for roles: SELECT Id, Name, ParentRoleId FROM UserRole
Numero articolo Knowledge

000384577

 
Caricamento
Salesforce Help | Article