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?
- The sales operations managers are given Read access to the Campaign object in their profile.
- Apex managed sharing is used to control the visibility of Activities related to Accounts.
- The Organization-Wide Default for Accounts is set to Private.
- The Organization-Wide Default for Campaigns is set to Public Read-Only.
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