-
Records visible to users are not shown by Custom Report?
We have a custom report type displaying opportunities with a custom relationship. I'm trying to assist with building a report for a user and noticing some of the records (owned by an Admin) are not displaying for the user. This results in records a user can view - through all means: list views, layouts, apis - not being displayed in a report.
-
1 Reply
-
Hi Shubham,
It would seem that Custom Report Types drilled down to the Users Role DO NOT respect the sharing rules ADDING records that the role would not normally see with the Hierarchy alone.It seems counter intuitive but if it is drilled down to a Role then it may make sense to only show record for that role and not all visible records.
Thanks.
Log In to reply.
Popular Salesforce Blogs
Why Is Salesforce Training Worth Your Time and Money?
Salesforce is one of the greatest customer relationship management platforms. The majority of the Salesforce expert Salesforce training can prove you lucrative. You can take…
Salesforce Chatbot: Streamlining Customer Service and Support
Introduction Salesforce Chatbot is an AI-powered conversational agent designed to interact with customers in a natural and human-like manner. It leverages advanced NLP algorithms and…
Common Sales Pipeline Issues and How Salesforce Development Services Fix Them
Sales pipelines are essential for converting leads into customers, yet many organizations face challenges in optimizing this crucial aspect of their sales operations. A sales…
Popular Salesforce Videos
Lightning Roadmap for Salesforce Developers: Components, Services and Tools
Whether you're a Visualforce developer just learning about Salesforce Lightning or a JavaScript guru who eats new UI frameworks for lunch, this session is for you!
How to Switch your Career from Being an HR or a Recruiter to a Salesforce Developer/QA or a BA
In this video, Shrey has answered one of the most frequently asked questions about how someone who is working in HR or as a Recruiter…
Creating a To-do List with Custom Events | Salesforce Developer Quick Takes
Creating a ToDo list will show us how we can take data from one component and pass it to another. In our ToDo list component,…
