Loading
CRM Analytics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Test Row-Level Security for the Dataset

            You are here:

            1. Salesforce Help
            2. Docs
            3. CRM Analytics

            Test Row-Level Security for the Dataset

            You must verify that the predicate is applied properly and that each user can see the appropriate opportunities.

            Required Editions

            Available in Salesforce Classic and Lightning Experience.
            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
            1. Log in to CRM Analytics as Lucy.
            2. Open the OppTeamMember opportunity.
              Notice that Lucy can’t view the opportunity associated with the opportunity team anymore because she is not a member of the team.
              Lucy sees no opportunities.
            3. Log out and now log in as Bill.
              Bill can view the opportunity that is shared by the opportunity team of which he is a member.
              Bill can see the opportunity that is associated with the opportunity team of which he is a member.
             
            Loading
            Salesforce Help | Article