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Salesforce’srole hierarchy visibility only works with standard Owner fields, not custom user lookup fields like “AE Opportunity Owner.” Managers can’t see their team’s opportunities through custom fields in standard dashboards, even with proper sharing rules.
Here’s how to create custom role hierarchy logic that works across all your owner field types, giving managers complete team visibility.
Build custom role hierarchy visibility using Coefficient
CoefficientSalesforcebypasses this platform limitation by creating custom role hierarchy logic for dashboard visibility. You can apply the same hierarchy rules to custom owner fields thatreserves only for standard Owner fields.
How to make it work
Step 1. Import role hierarchy data alongside opportunity records.
Use Coefficient to import Salesforce User records with role hierarchy information (Role, Manager fields, etc.) alongside opportunity data containing your custom owner fields. This creates the foundation for building hierarchy visibility logic.
Step 2. Build dynamic hierarchy filtering formulas.
Create spreadsheet formulas that identify all subordinate users under the current viewing user. Use functions like VLOOKUP or INDEX/MATCH to map manager relationships and build comprehensive team member lists across multiple hierarchy levels.
Step 3. Apply hierarchy logic to custom owner fields.
Filter opportunities where any custom owner field (AE Opportunity Owner, Sales Engineer, etc.) matches the manager’s team members. Create conditions like “Show opportunities where AE Opportunity Owner reports to current user OR is current user OR reports to anyone who reports to current user.”
Step 4. Implement multi-level visibility rules.
Unlike native dashboards, build complex visibility rules that handle multiple hierarchy levels simultaneously. Your formulas can traverse the entire reporting chain, ensuring managers see opportunities from direct reports, their reports, and deeper levels.
Step 5. Set up automated team composition updates.
Configure scheduled refreshes that automatically detect role hierarchy changes and update team member lists. This maintains accurate manager team dashboards as organizational structure evolves, without manual updates.
Ensure complete team visibility
Start buildingCustom role hierarchy visibility for custom owner fields gives managers the complete team oversight that native Salesforce dashboards can’t provide.your comprehensive manager dashboard solution.
