Geopointe

Manager Tools: Create a Data Set of Your Subordinates' Records

Geopointe adheres to the Salesforce Sharing Model, allowing users to view data owned by those below them in the hierarchy. This is a great tool to help team leaders visualize their team's accounts, look for areas of improvement, and monitor overall performance.

Using filters, it's easy to configure data sets to show these subordinate records, either based on Salesforce Role hierarchy, or by referring to the Manager field. In this document, we’ll show you how to use both methods.
 

Filter Data Set By Role Hierarchy

This first method should be used if you use Salesforce Roles to establish your organization hierarchy. For example, we're going to create a data set for the SVP of Sales and Marketing so they can see all users with the Sales Rep role, which is below them in the organization hierarchy. 

1. Create or edit a data set of Accounts or whatever object you want to see.

2. In the Filters tab of the Data Set editing module, click the Show dropdown. Choose whether you want to show My Direct Report’s Accounts OR My Direct Report’s and My Accounts.


Check out the video to see this in action:

 

Filter Data Set By Manager Field

This second method should be used if you use the Manager field on the User object to designate users who report to you.

1. Create or edit a data set for Accounts or whatever object you want to view, then navigate to the Filters tab of the Data Set Editor.

2. Select the Owner > field, then select Manager from the secondary fields. Click Add Filter.

3. Set the operator as equals, then click the {!User.field} merge field to add it as the value.

4. In the Fields tab, click Add Field. Select Owner >, then select Full Name.

Check out the video to see this in action: