What types of records will display in a Salesforce report?
Only the records a user has access to see
Why would the same report display different records to two different users?
Users may have different levels of access to the records.
What impact does an object with Public Read Only OWD have on the records a user can see in a report?
Users can see all applicable records on the report
What impact does an object with Public Read/Write OWD have on the records a user can see in a report?
Users can see all applicable records on the report
What impact does an object with Private OWD have on the records a user can see in a report?
Users can see:
- Records they own
- Records shared via manual/rules
- Records owned by users below them in the Role Hierarchy
In terms of reporting, when are sharing/security settings applied to records?
When the report is run.
What determines what a user can see in a report?
- OWD
- Sharing Rules
- Manual Sharing
- Role Hierarchy
What are the three ways to filter the records that a user has access to?
- All records
- My records
- My Teams records
What records will the user see with the report filter “All records” enabled?
The user will see all records they have access to
What records will the user see with the report filter “My records” enabled?
The user will see all records they own
What records will the user see with the report filter “My Teams records” enabled?
The user will see all records where the owner role is lower in the Role Hierarchy than the user running the report
What determines access to folders and the reports/dashboards contained in them?
Folder sharing
What are the four ways a report or dashboard folder can be shared?
- Users
- Public Groups
- Roles
- Role and Subordinates
What are the three levels of folder access for reports and dashboards?
- View
- Edit
- Manage
Describe Manage access to a report/dashboard folder
The user can:
- View report/dashboard in the folder
- View who else has access to the folder
- View permissions
- Save/rename/delete a report/dashboard
- Share the report/dashboard folder
- Change folder sharing settings
- delete folders
Describe Edit access to a report/dashboard folder
The user can:
- View report/dashboard in the folder
- View who else has access to the folder
- View permissions
- Save/rename/delete a report/dashboard
Describe view access to a report/dashboard folder
The user can:
- View report/dashboard in the folder
- View who else has access to the folder
Describe Private Reports
Private Reports cannot be shared, and other users cannot access these reports
