Create a Manager Permission set and select the “View All Data” option

Create a Manager profile and select the “View My Teams Data” option.

Define a Role Hierarchy and use the Grant Access Using Hierarchies option

Set the Manger field for each User Record on the Manager’s team.

Datevalue()

Now()

Date()

Today()

Header and search bar color.

The image on loading page

Background color on loading page.

Notification and search icon

Action bar color

Matrixformat with a chart.

Joined format with a chart.

Tabular format with a chart.

Summary format with a chart.

Formula

Number

Roll-up Summary

Date

Use a private sharing model grantingrecord access using hierarchy; manage field access with record
types and field-level security

Use a private sharing model granting record access using custom setting; manage field access with page
layouts and field level security

Use a privatesharing model granting record access using hierarchy; manage field access with field-level
security

Use a private sharing model granting record access using custom setting; manage field access with
record types and page layouts

The lead’s most recent campaign record is automatically applied to the “PRIMARY campaign source”
field on the opportunity

Users can convert leads that are associated with an active approval process.

Multi-select picklist values on lead records overwrite values on the contact’s corresponding field.

Administrators may choose whether to enforce validation rules & triggers

The system automatically maps standard lead fields to standardaccount, contact, and opportunity fields.

The user uses a custom report type which does not include the Industry field.

The Industry field has no record values in the Account.

The Industry field is not enabled for the particular record type

The user does not have Industry field visibility in the field – level security