Role Hierarchy vs. Sharing Rule in Salesforce

When it comes to managing access and sharing of data in Salesforce, understanding the difference between a role hierarchy and a sharing rule is crucial.

Role Hierarchy:

The role hierarchy in Salesforce determines the level of access users have to records based on their position within the organization. It defines who reports to whom and establishes a vertical structure that impacts data visibility and sharing permissions.

Sharing Rule:

A sharing rule, on the other hand, is a mechanism used to extend access to records beyond what is dictated by the role hierarchy. It allows administrators to define exceptions and grant access to specific records to users who would not normally have visibility based on their role.

Focus Keyword: Salesforce Role Hierarchy vs. Sharing Rule

Understanding the distinction between Salesforce role hierarchy and sharing rule is essential for effectively managing data access and security within the platform.