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Steam Role

Multi-pane administration console for managing your sharing model.

Overview

See How Steam Role Works

  • Manage Roles, Territories, Users, Public Groups, and Queues all in one place.

  • Powerful, Customizable, 3-pane Drag and Drop Console

  • Mass Record Reassignment Tool

Steam Role was created specifically for you, the salesforce.com customer, to facilitate efficient inspection and modification of your Sharing Model and Record Assignment. Now System and Delegated Administrators have a powerful console from which to orchestrate change to their Role Hierarchy, Territory Hierarchy, Public Groups, Queues, and even Ownership of Standard and Custom Objects. You choose what you want to see in the upper panes of the console... Roles, Territories, Public Groups or Queues. Then drag and drop users between them, or drag and drop them into one another! Drag a user from a Role to a Queue... drag a Territory into a Public Group... many users from many Roles to another Role... a Public Group into a Public Group... The possibilities are endless!!! Click on one or more users and the records they own show up in the lower pane. You choose the object, the fields, even add a filter... then simply drag and drop one or more onto a new user to reassign them! 10% of the money you spend on Steam Role goes directly to the Acumen Fund - building tranformative businesses to solve the problems of poverty. For more info visit www.acumenfund.org.

Categories

Business Needs
Admin & Developer Tools
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Managed Package