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Showing posts from February, 2020

Salesforce : Quick Tips: Mass Upload Roles

Recently, I was working on a project, wherein the organization was undergoing complete restructuring (merger, re-organization) and added to that re-vamp of CRM to improve Sales operations. As an integral part of data security. There was a need to review and redesign role hierarchy. Long story short, we ended up with a large list of roles (400+).

We could have assigned someone to manually create these roles, but due to obvious reasons, I wanted to get this handled via script. I want to share a quick code snippet which can help you generate roles en-masse, without having to put in boring and gruesome hours of manually creating roles.

[Important: This solution will work when you have unique role names] SETUP Create the top level role manually at desired hierarchy level. For e.g. in our sample script, we used "CEO" role to build new hierarchy under CEO role
DATA PREPARATION Firstly, as an approach of user onboarding we followed following steps:

Created a list (Excel file) of use…