-
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
Salesforce Managed vs. Professional Services: Which One is Right for Your Business?
Salesforce provides a range of services to help organizations optimize their CRM capabilities. When it comes to leveraging the power of Salesforce, organizations often navigate…
Boosting B2B Sales with AI and Automation in Commerce Cloud
B2B sales are rapidly evolving. Today’s consumers desire the same level of convenience and customization that they enjoy when making online purchases. Even when making…
Fixing Customer Follow-Up Delays Using Salesforce Sales Cloud Automation
Customer follow-up delays continue to be a major issue for sales teams. A recent industry study reported that 48% of sales opportunities fail due to…
Popular Salesforce Videos
Securing Salesforce Access with Multi-Factor Authentication
It's important to implement strong security measures to protect your business and customers. One of the simplest, most effective ways to help prevent unauthorized account…
2020 Salesforce Admin Certification - OWD - Record Level Security
Learning Objectives After completing this unit, you’ll be able to: Describe the difference between an object and field-level security Describe how to set org-wide default…
Salesforce Developer Training Videos For Beginners | Salesforce Training
This Salesforce Training Video is the video session of a live virtual class conducted by Simplilearn. So if you just go through the video you…
