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Salesforcecreates inconsistent visibility between standard Owner fields and custom user lookup fields in dashboards. Standard Owner fields automatically inherit viewer context and role hierarchy visibility, while custom fields like “AE Opportunity Owner” require manual filtering.
Here’s how to eliminate this disparity by providing unified visibility control across all owner field types with consistent dynamic behavior.
Create unified visibility control using Coefficient
CoefficientSalesforceeliminates this disparity by providing unified visibility control across all owner field types. You can apply identical filtering and visibility logic to both standard and custom owner fields, creating a consistent dashboard experience thatnative dashboards cannot achieve.
How to make it work
Step 1. Import both standard and custom owner fields with consistent treatment.
Use Coefficient to import both standard Owner and custom user lookup fields through the same import process. This ensures identical data handling regardless of field type, eliminating the native platform’s inconsistent behavior.
Step 2. Apply unified role hierarchy logic to all owner fields.
Create custom formulas that apply role hierarchy visibility to custom user lookup fields, matching the automatic behavior that standard Owner fields receive. Build logic like “Show opportunities where AE Opportunity Owner reports to current user OR is current user” to replicate native Owner field behavior.
Step 3. Implement consistent viewer context across field types.
Set up automatic filtering for custom user lookup fields based on viewing user context, replicating the native behavior of standard Owner fields. Use dynamic filters that reference user context cells to ensure all owner fields respond identically to viewer changes.
Step 4. Build comparative analysis capabilities.
Create side-by-side comparisons showing opportunities filtered by standard Owner vs custom owner fields. This reveals coverage gaps and ownership assignment patterns that native dashboards obscure, helping you understand data distribution across field types.
Step 5. Configure flexible visibility rules with business logic.
Create custom visibility rules that can prioritize different owner fields based on business logic. For example, show opportunities where user is AE Opportunity Owner first, then fall back to standard Owner field, providing intelligent visibility that adapts to your ownership model.
Achieve consistent owner field visibility
Create your solutionUnified dashboard visibility across standard and custom owner fields eliminates the inconsistent behavior that fragments native Salesforce dashboard experiences.for consistent owner field visibility.
