Create Role
sf_create_roleCreate a Salesforce role to control record visibility in the hierarchy. Configure parent role and access levels to define sharing.
Instructions
Creates a Role in the Salesforce role hierarchy. Roles control record visibility through role-based sharing. Users in higher roles can see records owned by users in subordinate roles. Specify a parentRole to place this role in the hierarchy, or omit it for a top-level role.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Role display name, e.g. 'VP of Sales' | |
| fullName | Yes | Role API name, e.g. 'VP_Sales' | |
| parentRole | No | Parent role API name (omit for top-level role) | |
| description | No | Description of this role | |
| caseAccessLevel | No | Case access level for subordinates | ReadWrite |
| accountAccessLevel | No | Account and contact access level for subordinates | ReadWrite |
| contactAccessLevel | No | Contact access level for subordinates | ReadWrite |
| opportunityAccessLevel | No | Opportunity access level for subordinates | ReadWrite |
| mayForecastManagerShare | No | Grant manager forecast sharing |