Debugging Record Visibility in Salesforce
Debugging Record Visibility in Salesforce Here's a comprehensive guide to debug why a record is not visible to a user: 1. Check Object-Level Security (OLS) Profile & Permission Sets Go to Setup → Profiles → find the user's profile → check if the object has at least "Read" access Check all Permission Sets assigned to the user for object access Use Setup → Permission Set Groups if applicable Setup → Users → [User] → Permission Set Assignments Setup → Profiles → [Profile] → Object Settings → [Object] 2. Check Field-Level Security (FLS) Even if the record is visible, key fields might be hidden: Setup → Profiles → [Profile] → Field-Level Security → [Object] Or use Setup → Object Manager → [Object] → Fields → [Field] → Set Field-Level Security 3. Check Record-Level Access (Sharing) This is the most common culprit. Use the "Why Can't I See This Record?" tool or manual checks: A. Use the Record Access Checker (Best Tool) Setup → Shar...