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ADM-201 · Question #120

After a recent restructure of its Sales Department. Ursa Major Solar is having issues with records being omitted in the new Opportunity Report. Which three questions should the administrator ask to…

The correct answer is B. Do owners of all records have Roles and correct Territory Assignments? C. Do the records the sales managers expect to see match the filter criteria? D. Are records currently being shared with the sales manager? When troubleshooting missing records in a report, an administrator should investigate data access settings and report filter criteria to determine why records are not appearing.

Submitted by ahmad_uae· Apr 18, 2026Data and Analytics Management

Question

After a recent restructure of its Sales Department. Ursa Major Solar is having issues with records being omitted in the new Opportunity Report. Which three questions should the administrator ask to research this issue? Choose 3 answers

Options

  • AHave the owners of the records been frozen?
  • BDo owners of all records have Roles and correct Territory Assignments?
  • CDo the records the sales managers expect to see match the filter criteria?
  • DAre records currently being shared with the sales manager?
  • EDid the sales manager start from a copy or done of an existing report?

How the community answered

(25 responses)
  • A
    16% (4)
  • B
    76% (19)
  • E
    8% (2)

Why each option

When troubleshooting missing records in a report, an administrator should investigate data access settings and report filter criteria to determine why records are not appearing.

AHave the owners of the records been frozen?

Freezing a user account prevents them from logging in but does not typically alter the ownership or visibility of existing records they owned for reporting purposes.

BDo owners of all records have Roles and correct Territory Assignments?Correct

Record visibility in reports is heavily influenced by the role hierarchy and territory assignments, so verifying that record owners have appropriate roles and territories is crucial for report accuracy.

CDo the records the sales managers expect to see match the filter criteria?Correct

Report filters are the primary mechanism for determining which records are included in a report, so ensuring the expected records meet the filter criteria is a fundamental troubleshooting step.

DAre records currently being shared with the sales manager?Correct

Even if an owner has a role, record-level security (sharing rules, manual sharing, ownership) dictates what data a specific user, like a sales manager, can view in a report.

EDid the sales manager start from a copy or done of an existing report?

Whether a report was started from a copy or a new one does not inherently cause records to be omitted, although it might lead to incorrect filters if not properly configured; the issue is more about why specific records are missing, not the report's origin.

Concept tested: Report troubleshooting (data visibility & filters)

Source: https://help.salesforce.com/s/articleView?id=sf.reports_filters_criteria.htm&type=5

Topics

#Reports#Data Visibility#Sharing Rules#Role Hierarchy

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