Salesforce Reporting - Data Model Implications

Question 1

What types of records will display in a Salesforce report?

Answer 1

Only the records a user has access to see

Question 2

Why would the same report display different records to two different users?

Answer 2

Users may have different levels of access to the records.

Question 3

What impact does an object with Public Read Only OWD have on the records a user can see in a report?

Answer 3

Users can see all applicable records on the report

Question 4

What impact does an object with Public Read/Write OWD have on the records a user can see in a report?

Answer 4

Users can see all applicable records on the report

Question 5

What impact does an object with Private OWD have on the records a user can see in a report?

Answer 5

Users can see:

• Records they own
• Records shared via manual/rules
• Records owned by users below them in the Role Hierarchy

Question 6

In terms of reporting, when are sharing/security settings applied to records?

Answer 6

When the report is run.

Question 7

What determines what a user can see in a report?

Answer 7

• OWD
• Sharing Rules
• Manual Sharing
• Role Hierarchy

Question 8

What are the three ways to filter the records that a user has access to?

Answer 8

• All records
• My records
• My Teams records

Question 9

What records will the user see with the report filter “All records” enabled?

Answer 9

The user will see all records they have access to

Question 10

What records will the user see with the report filter “My records” enabled?

Answer 10

The user will see all records they own

Question 11

What records will the user see with the report filter “My Teams records” enabled?

Answer 11

The user will see all records where the owner role is lower in the Role Hierarchy than the user running the report

Question 12

What determines access to folders and the reports/dashboards contained in them?

Answer 12

Folder sharing

Question 13

What are the four ways a report or dashboard folder can be shared?

Answer 13

• Users
• Public Groups
• Roles
• Role and Subordinates

Question 14

What are the three levels of folder access for reports and dashboards?

Answer 14

• View
• Edit
• Manage

Question 15

Describe Manage access to a report/dashboard folder

Answer 15

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

Question 16

Describe Edit access to a report/dashboard folder

Answer 16

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

Question 17

Describe view access to a report/dashboard folder

Answer 17

The user can:

• View report/dashboard in the folder
• View who else has access to the folder

Question 18

Describe Private Reports

Answer 18

Private Reports cannot be shared, and other users cannot access these reports