Manager cannot see team records. #Security
Scenario: A Sales Manager should see all opportunities owned by team members, but some records are missing.
To resolve this issue, please check the following Salesforce security settings:
1. Role Hierarchy: Ensure the Sales Manager's role is above the team members' roles so the manager can access their Opportunity records.
2. Organization-Wide Defaults (OWD): Check the Opportunity sharing setting. If it is Private, verify that the Role Hierarchy provides the required access.
3. Sharing Rules: Review Opportunity sharing rules to ensure records are shared with the appropriate users or roles.
4. Other Permissions: Check Permission Sets, Profiles, and Restriction Rules that may affect record visibility.
Recommended Solution: Start by checking the Role Hierarchy and Opportunity OWD settings, then review the sharing rules.
Hope this helps! 🙂
