Question

An app builder has created a report for sales people to view records from the custom object, some users have complained that they are unable to see all of the appropriate records. What steps should be taken to ensure data visibility within the report?

A. Check organization-wide defaultsB. Check the user's profile for object settings.C. Check the report folder sharing settings.D. Check reports filterE. Check Sharing rules.

Answer 1

To resolve data visibility issues in a report, check the organization-wide defaults, user profiles, report folder sharing settings, report filters, and sharing rules to ensure the appropriate levels of access.

Step-by-step explanation:

To ensure data visibility within a report for users on a custom object, there are a few steps that should be taken:

1. Check organization-wide defaults: These settings determine the baseline level of access users have to records they do not own. It's essential to ensure that the Organization-Wide Sharing settings are set appropriately for the object in question.
2. Check the user's profile for object settings: A user's profile determines what data they can see and what they can do with that data. Verify that the user's profile gives them the necessary permissions to view the records in the report.
3. Check report folder sharing settings: Reports are stored in folders, which have their sharing settings. Ensure that the correct users have access to the report folder containing the report with issues.
4. Check reports filter: The report itself may have filters that restrict data visibility. Make sure that the filters applied in the report are not too restrictive, preventing users from seeing all relevant records.
5. Check Sharing rules: Sharing rules can extend sharing access beyond the organization-wide defaults for certain users or groups. Review any sharing rules related to the custom object to ensure they are correctly configured to allow the affected users to see the required records.

Answer 2

Check sharing rules

Check organization-wide defaults

Check the user s profile for object settings

Step-by-step explanation:

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.