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Hi everyone,

I need some architectural advice on the best way to handle report and data access for a global team without turning role management into a maintenance nightmare.

 

  • We have report folders separated by countries: Country A Reports, Country B Reports, and Country C Reports.
  • In our Role Hierarchy, we have local roles at the bottom (e.g., Sales Rep Country A, Sales Rep Country B) and a high-level corporate role at the top called Global Management.

The Business Requirement:

 

Product manager users in their Country or Regional Level role complained not being able to access reports with data related to other countries, so we moved them to the

Global Management team for them to be able to see everything

. They require full visibility to access records (Accounts, Opportunities) globally, but they also need to open and view the reports inside the local folders of Country A, Country B, and Country C. 

 

The challenge:

 

We noticed that when we move a user from a local country role up to the

Global Management

role to give them global record visibility, they immediately lose access to some of the regional reports they could see before, or the reports show up completely empty for them. 

 

My Questions:

  1. How can we avoid constantly shifting users from one role to another just so they can see cross-country reports while maintaining access to their respective records? What is the cleanest architecture to decouple record visibility from report folder visibility?
  2. What is the Best Practice in Salesforce to solve this? Should we keep these global users in a specific role and grant them report folder access via a Public Group or a specific Permission Set?
  3. Why do some reports return empty or give errors to a user right after they are moved to a higher role in the hierarchy? Is it because of dynamic filters in the reports (like "My Team's Records" or "My Role" filters) that break when their branch changes?

Thank you so much for your help! 

 

@Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @APAC Architects, @Data Quality & Management

 

 

#Trailhead Challenges  #Salesforce Developer  #Reports & Dashboards  #Solution Architects  #Sales Cloud

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