How to Verify Direct Reports in Salesforce (for Managers and Admins)

For Managers: How to View Your Team

As a manager, you can quickly see a list of your direct reports to confirm your team's structure is correct in Salesforce.

Environment

• Salesforce Classic

Steps

1. Click on your name in the top-right corner and select My Settings.

2. On the left-hand menu, under the "Personal" section, click Advanced User Details.

3. Scroll down to the Team section to view a list of your direct reports.

If this list is incorrect, please contact your Salesforce Administrator or HR department to have it updated.

For Administrators: How to Create a Direct Reports Report

As a Salesforce Administrator, you can create a custom report to see all managers and their corresponding direct reports. This is useful for auditing team structures across the organization.

Note: The standard "Users" report type cannot be used for this because the "Manager" field is not available. You must first create a custom report type.

Environment

• Salesforce Classic

Part 1: Create a Custom Report Type

1. Navigate to Setup.

2. In the "Build" section on the left, go to Create > Report Types.

3. Click New Custom Report Type.

4. Set the Primary Object to Users.

5. Fill in the required details:

   • Report Type Label: Users and Managers (or a similar descriptive name)

   • Report Type Name: Users_and_Managers

   • Description: A report showing users and their managers.

   • Store in Category: Administrative Reports

6. Click Next, then Save.

Part 2: Build the Report

1. Navigate to the Reports tab and click New Report.

2. Open the Administrative Reports folder and select the Users and Managers report type you just created.

3. Click Create.

4. In the report builder, drag and drop the following recommended fields into the preview area:

   • Full Name

   • Manager: Full Name

   • Active

5. Set the report filters to show all active users:

   • Show: All users

   • Date Field: Created Date

   • Range: All Time

   • Add a filter: Active equals True

6. (Optional) To make the report easier to read, group it by the Manager: Full Name field.

7. Click Save, give your report a name (e.g., "All Managers and Direct Reports"), and then click Run Report. You can now share this report with managers as needed.