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As an administrator, how do I set up the hierarchy so that when a user is running reports, it automatically defaults to their own information vs. seeing everyone in the organization.  I thought I did set up the hierarchy correct but maybe not.
1 件の回答
  1. 2011年6月30日 16:19
    You need to set the View in each of the Reports to "My..." e.g. My Accounts, My Opportunities, My Contacts. Every user will then see their own whatever it is. Doesn't realy matter what the hierarchy is.
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