Winter ’24 Release Pt. 1- New Custom Report Types

With the upcoming Winter ’24 release we are being given three new useful custom report types. Let’s take a look brief look at each.

Account Share

This report type allows us to see which users can access Account records that have been shared with them both manually and via Account Teams. This allows us not to have to click into each individual Account to see sharing hierarchy. Use Account Share as the primary object for your custom report type.

Permission Set Assignment

Navigating into setup then having multiple clicks to get into a Permission Set assignment screen can be a tedious process. We are now able to view all Permission Set and Permission Set Group assignment in reports. Grouping these by Permission Set, Permission Set Group or by User makes it much quicker to identify who has what assignments . Use Permission Set Assignment as the primary object in your custom report type.

Public Group & Queue Membership

Similar to Permission Sets, going into an individual Queue or Public Group to see who is part of it is not the quickest thing to do. Now we can report on which Users are members of both Queues and Public Groups. Use Group Member as the primary object of your custom report type.

Let’s take a look at the custom report types in action!