Simplify Role Management in Salesforce with Enhanced Salesforce Roles

Kushal Basu
2 min readMay 21, 2023

Large Salesforce projects often involve configuring numerous user roles, which can pose a significant challenge for Salesforce developers and administrators who require a holistic view of their organization’s role hierarchy. The default Salesforce role interface falls short in providing an efficient solution, especially for orgs with over 1000 roles, as the “expand all” feature is rendered ineffective. Manually selecting and expanding each role becomes a tedious and time-consuming process. 😓 Unfortunately, Salesforce does not offer an out-of-the-box solution or readily available hack to address this issue.

But fear not! We are excited to introduce the Enhanced Salesforce Roles app, a powerful tool designed specifically to provide a quick fix for developers and admins dealing with this problem. 🚀

🎥 See It in Action

[Demo](https://media.giphy.com/media/jtCVr31QrPHGbPosXt/giphy.gif)

Key Features

Expand All
With the Enhanced Salesforce Roles app, you can now effortlessly expand all your user roles with a single click. No more tedious manual selection and expansion of each role. Gain a comprehensive view of your role hierarchy instantly and simplify your role management process.

Collapse All 📉
When you need to collapse the expanded roles and declutter your interface, the Collapse All feature comes to the rescue. With a single click, you can neatly condense the role hierarchy and focus on the specific roles that require attention.

Export as XML 📂
Export your role hierarchy as XML to conveniently share it with team members or store it for reference. The Enhanced Salesforce Roles app provides you with the flexibility to export the role data in a widely compatible XML format.

Export as JSON 📋
Prefer JSON for data interchange? No problem! The app allows you to export your role hierarchy as JSON. Seamlessly integrate your role data with other applications or systems using this popular data format.

Number of Users per Role 🧑‍🤝‍🧑
Keeping track of the number of users assigned to each role is crucial for effective role management. The Enhanced Salesforce Roles app provides you with a clear overview of the user count per role, enabling you to make informed decisions and ensure optimal role allocation.

🔧 Installation

Installing the Enhanced Salesforce Roles app in your Salesforce org is a breeze. Simply follow these steps:

1. For Production or Developer Edition Orgs:
— Click [here](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t7F000005dEcZ) to install the app directly.

2. For Sandbox Orgs:
— Click [here](https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000005dEcZ) to install the app directly.

Please note that this is an unmanaged package, ensuring maximum flexibility for customization and configuration based on your organization’s specific requirements.

📄 License

The Enhanced Salesforce Roles app is released under the MIT License. You can find the details of the license [here](https://github.com/KushalB/EnhancedSalesforceRoles/blob/master/LICENSE).

Give it a try and simplify your role management in Salesforce today! Should you have any questions, feedback, or suggestions, please feel free to reach out. We are here to assist you. Happy role managing! 😊

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Kushal Basu

Tech Enthusiast Salesforce Developer Sr. Technical Consultant @ Salesforce