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Test Row-Level Security for the Dataset

You must verify that the predicate is applied properly and that each user can see the appropriate opportunities.

Required Editions

Available in Salesforce Classic and Lightning Experience.
Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
  1. Log in to CRM Analytics as Lucy.
  2. Open the OppTeamMember opportunity.
    Notice that Lucy can’t view the opportunity associated with the opportunity team anymore because she is not a member of the team.
    Lucy sees no opportunities.
  3. Log out and now log in as Bill.
    Bill can view the opportunity that is shared by the opportunity team of which he is a member.
    Bill can see the opportunity that is associated with the opportunity team of which he is a member.