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What steps should be taken to ensure data visibility within the following report?  An app builder has created a report for salespeople to view records from a custom object. Someone complained they are unable to see all of the appropriate records.

What steps should be taken to ensure data visibility within the following report?  An app builder has created a report for salespeople to view records from a custom object. Someone complained they are unable to see all of the appropriate records.

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1. Check sharing rules
2. Check report filters
3. Check the report folder sharing settings
4. Check organization-wide defaults
5. Check the user s profile for object settings

This question is part of Salesforce Platform App Builder Review
Asked by Eljaygalvez, Last updated: Feb 12, 2020

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3 Answers

brookgong

Brookgong

Answered Jan 09, 2020

Check sharing rules

Check organization-wide defaults

Check the user s profile for object settings

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H. Martin

H. Martin, Content Writer, Charlotte

Answered Oct 24, 2018

There is a need for some people to see the total transparency of the records that are meant to be shared with a select group of people. There are certain things that can be done for this. The first one is that the sharing rules should be checked. To whom are the details shared with. The next one is the filters that are used.

These can be reported and changed accordingly. Lastly, the whole organization’s defaults can be checked. This is something that can be done when the previous methods that were done did not work that well. Once some changes are done, the people can check if they already work and if the records can be viewed.

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John Smith

John Smith

Answered Sep 22, 2016

Check sharing rules
2. Check report filters
3. Check organization-wide defaults

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