Campaign Activities Visibility in Salesforce Reports: Reasons and Solutions

Reasons for Visibility of Campaign Activities in Salesforce Reports

Question

Sales operations managers are reporting a higher number of Activities than is accurate for their teams. When viewing reports, managers see Activities related to Opportunities and Accounts only for their team. However, Activity records related to Campaigns appear in all of the reports, regardless of which sales team should get credit for them. Enterprise Territory Management and role hierarchies are used.

Why are Campaign Activities for all teams visible in reports viewed by sales operations managers?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

B

Based on the given scenario, the question is asking why Campaign Activities for all teams are visible in reports viewed by sales operations managers. Let's analyze each answer option to determine the correct explanation:

A. The sales operations managers are given Read access to the Campaign object in their profile. This answer option suggests that the sales operations managers have access to view Campaign records, which could explain why Campaign Activities related to all teams are visible in their reports. However, this answer option does not address the fact that Activities related to Opportunities and Accounts are correctly restricted to their respective teams. Therefore, it is not a sufficient explanation for the observed behavior.

B. Apex managed sharing is used to control the visibility of Activities related to Accounts. This answer option discusses the visibility of Activities related to Accounts only, not Campaigns. It does not provide an explanation for why Campaign Activities for all teams are visible in reports. Therefore, this answer option is not relevant to the question.

C. The Organization-Wide Default for Accounts is set to Private. This answer option focuses on the Organization-Wide Default (OWD) setting for Accounts. While the OWD for Accounts being set to Private restricts the visibility of Account records, it does not directly explain why Campaign Activities for all teams are visible in reports. Therefore, this answer option is not a correct explanation for the scenario.

D. The Organization-Wide Default for Campaigns is set to Public Read-Only. This answer option suggests that the OWD for Campaigns is set to Public Read-Only, which means that all users have read access to Campaign records. This setting would explain why Campaign Activities related to all teams are visible in reports viewed by sales operations managers. Even though Enterprise Territory Management and role hierarchies are used to restrict the visibility of Opportunities and Accounts, the OWD for Campaigns overrides these restrictions for Campaign Activities. Therefore, this answer option provides the most plausible and accurate explanation for the scenario.

In conclusion, the correct answer to the question is: D. The Organization-Wide Default for Campaigns is set to Public Read-Only.