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
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.