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Can a custom report show records under the executive hierarchy?
Will a custom report type allow a user in Admin to view records under the Executive hierarchy if sharing rules are configured to do so? It seems related this question, but there is no definitive answer on there of whether or not reports respecting sharing rules or not.
How is visibility and access to data determined?
The visibility and access for any type of data is determined by the interaction of the above security controls, based on these key principles. A user’s baseline permissions on any object are determined by their profile. If the user has any permission sets assigned, these also set the baseline permissions in conjunction with the profile.
Why is report not showing records visible to users?
As the user, I run the report again; this time in the Executives role. As mentioned above, the Executives role is a sibling of Admin and also at the top. You’ll notice the record does not appear. Finally, as the user, I go to the specific record. You’ll notice the record is visible.
Who is at the top of the role hierarchy?
Our environment’s current setup is Admin and Executive as siblings at the top with Executive having several children, grandchildren, etc. We have also setup our sharing rules so that every record owned by a user in any role is shared with every user in any other role.
Why does my custom report have 1 role?
If so, should our hierarchy be 1 role because we don’t want to prevent users from running reports with data owned by users above them in the hierarchy, or are users allowed to go to parent hierarchies by clicking through the Role Hierarchy on the report? Misdirection?
Can you read all opportunities in inside sales?
The point here is that the Apex tests, and the Trailhead challenge-checker, also test the requirement that Inside Sales users can read all Opportunities. This can be satisfied only with a sharing rule. ( Using “View All” in the Inside Sales profile is forbidden by the instructions.)