QuestionQ605

Security and Access

Sales Rep and Sales Rep B review an Account report for all Accounts with no filters. The company uses a private sharing model, and each rep sees a different number of results.

What explains the discrepancy between the reports?

  • A Sales Rep B needs to be assigned to the Sales Rep role.
  • B Sales Rep B needs to be assigned to the Sales Rep queue.
  • C Sales Rep B needs to be assigned to the Sales Rep permission set.
  • D Sales Rep B needs to be assigned to the Sales Rep profile.
Explanation

In a private sharing model, users can report only on Account records they own or that are shared with them. Role hierarchy assignments affect access to records and reports, including access to records owned by users in subordinate roles. Assigning the appropriate Sales Rep role establishes the intended role-based visibility; profiles, permission sets, and queues do not provide that role-hierarchy record access.

Learn more

Community Discussion

No comments yet. Be the first to start the discussion!