admin-sharing-troubleshooting

Salesforce record visibility is determined by a sharing cascade. This Skill walks through OWD, role hierarchy, permission grants, owner and criteria sharing rules, and manual sharing to pinpoint exactly where access is blocked.

Troubleshoot Salesforce sharing rules by evaluating the full sharing cascade step by step. The Skill examines OWD settings, role hierarchy, permission grants, owner sharing rules, criteria sharing rules, and manual sets to diagnose visibility.

The Salesforce sharing cascade is the sequence of access checks from OWD to role hierarchy, permission grants, sharing rules, and manual sharing. The Skill visualizes this cascade in a timeline, highlighting each step and its outcome.

This troubleshooting tool requires the sfi.why_cant_user_see_record tool and an understanding of the Salesforce metadata model boundaries to accurately diagnose sharing and visibility issues.

Check who can see a Salesforce record by tracing the sharing cascade. The Skill analyzes OWD, role hierarchy, permission grants, and all sharing rules to determine which users have visibility into a specific record.

Sharing visibility limitations often stem from metadata model boundaries or conflicting rules across the sharing cascade. The Skill identifies exactly which step in the OWD, role hierarchy, or sharing rule sequence restricts access.