Salesforce | Records visible to users are not shown by Custom Report? - Forcetalks

Tagged: Access Control, Access Specifier, Access Token, Custom Relationship, Custom Report, Custom Report Type, Salesforce Records, Salesforce Relationships, User Permissions

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Records visible to users are not shown by Custom Report?

Posted by Shubham on April 27, 2018 at 10:59 AM

We have a custom report type displaying opportunities with a custom relationship. I’m trying to assist with building a report for a user and noticing some of the records (owned by an Admin) are not displaying for the user. This results in records a user can view – through all means: list views, layouts, apis – not being displayed in a report.

Manpreet replied 8 years ago 2 Members · 1 Reply
1 Reply

Manpreet

Member
April 27, 2018 at 11:00 AM

Hi Shubham,

It would seem that Custom Report Types drilled down to the Users Role DO NOT respect the sharing rules ADDING records that the role would not normally see with the Hierarchy alone.It seems counter intuitive but if it is drilled down to a Role then it may make sense to only show record for that role and not all visible records.

Thanks.

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