Excel Add-In for Salesforce

Build 25.0.9434

UserRole

Defines the role hierarchy in Salesforce, controlling data access and reporting relationships.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier for the user role record.

Name String False

Name of the role, used for display in role hierarchy and sharing settings.

ParentRoleId String False

UserRole.Id

Identifier of the parent role in the hierarchy, used to define reporting and access inheritance.

RollupDescription String False

Description of the role, often used to clarify its purpose or scope.

OpportunityAccessForAccountOwner String False

Defines the level of opportunity access granted to the account owner, such as View or Edit.

CaseAccessForAccountOwner String False

Specifies the level of case access granted to the account owner, such as Read or Edit.

ContactAccessForAccountOwner String True

Determines the level of access the account owner has to associated contacts.

ForecastUserId String False

User.Id

Identifier of the user associated with forecasting responsibilities for this role.

MayForecastManagerShare Bool True

Indicates whether the forecast manager for this role can share forecasts with others.

LastModifiedById String True

User.Id

Identifier of the user who last modified the role.

DeveloperName String False

API name or unique developer label used for referencing this role in code.

PortalAccountId String False

Account.Id

Identifier of the account associated with this role in a portal context.

PortalType String False

Type of portal (such as Customer or Partner) this role is associated with.

PortalAccountOwnerId String True

User.Id

Identifier of the user who owns the portal account associated with this role.

SOQL String False

Specifies the SOQL query to execute against the Salesforce servers. If this pseudo column is set from the WHERE clause it will take precedence over the original query.

ExternalIdColumn String False

Specifies the external Id column to use if performing an insert. If this value is specified, upsert will be used when the INSERT command is called.

FilterScope String False

Optional scope to limit the records returned from queries. This property can take one of these values: Delegated, Everything, Mine, MineAndMyGroups, My_Territory, My_Team_Territory, or Team.

SystemModstamp Datetime True

System-generated timestamp reflecting the most recent change to the role record.

LastModifiedDate Datetime True

Date and time when the user role was last modified.

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Build 25.0.9434