Friday, February 26, 2016

Role Tree

Since this new blog announced last week, many blogs related to using Google Chrome extension has been shared, from Boostr for Salesforce to Salesforce.com Enhanced Formula Editor, these extensions will help us as Salesforce Admin in our daily job. So, this blog would be the 1st blog sharing about AppExchange product.

Role Tree (aka Knowledge Tree for Roles) - Natural and intuitive way to visualize your role hierarchy and users - help us to visualize our role hierarchy setup with users count in Salesforce. Role hierarchy setup maybe not exactly the same with the corporate org chart, but in many cases, it should be as closed as possible.

Once you have this app installed, you will find a new tab called Role Tree, you may need to click "+" tab to find it.

If your org only have a few role hierarchies, you maybe do not need this app, but if you have hundreds of role hierarchies as I have, this tool will help.


Features in Role Tree:
  • Drill down by Role (by default it will show all roles)
  • After drill down to a certain role, you can show all users from those role and below
  • Open the role hierarchy (you can use right-click)
  • View users for each role (from gear icon and right click)
  • Assign users for each role (from gear icon and right click)
  • Edit role (from gear icon and right click)
  • Role without users will be shown in orange color
  • Print Preview

Type: Private AppExchange (see description below) (Managed Package)

What does it mean when an AppExchange app is listed as private?
This warning usually means that the partner who develops this application has not started or failed to pass the security review. During the app installation, there's a warning displayed that reads like the following..."Salesforce Inc. is not the provider of this application and has not conducted any review of it. Please click here to understand what this means with respect to security and trust". Private listings that were delisted are usually due to problems with their periodic security review.

Paid/Free: Free

Publisher: The Cloud Corporation

Installationhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000057lEFEAY


Version: 1.32
Blog last updated: 26 Feb 2016