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Rishabh Chauhan 6 How to use Lookup filters for role hierarchy
I want to achieve one requirement that when Manager A logs in to his Org, then he should see only employees under him not under any other manager using lookup. Can someone help me to achieve it?
I guess better approach for this will make a lookup field and put a lookup filter saying his role is the manager or make a checkbox for that user of formula type and mark it then put a lookup filter to get only those records.
There is a field called ManagerId in User Object standard field one can use that write a small rule or trigger
For more information please check below blog post from the community which might help you further with the above requirement.
Thanks,
Nagendra