As per API 39.0, looking at ListView object, we can't retrieve who can access a list view with a simple SOQL query. But, looking at this
metadata API documentation, we can retrieve who can access a list view using
sharedTo field. We can use a SOQL query for this, as this is metadata API.
Here is the step by step to retrieve that info, you will need to use
Workbench.
Let's say we would like to check who can access a list view called "Account start A".
1. Get the "fullName"
From Workbench:
- select Info | Metadata Types & Components
- select Listview from the dropdown
- Click Expand all and find the view name
- if the view is "Visible only to me", you will not find it here
2. Prepare XML file
Copy following XML and save it to a file called "package.xml"
<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
<types>
<members>Account.Account_start_A</members>
<name>ListView</name>
</types>
<version>39.0</version>
</Package>
3. Retrieve Package
Open workbench again:
- select migration | Retrieve
- select the XML file prepared in step 2
- tick "Single Package"
- Click the Next button
- Click Retrieve button
- when done click the Download ZIP File link
- extract the zip file
- look for the object folder
- in my case, this is Account object, so open the "Account.object" file with any text editor
- here is the result, you will easily see who has access to the view
<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<listViews>
<fullName>Account_start_A</fullName>
<columns>ACCOUNT.NAME</columns>
<columns>ACCOUNT.SITE</columns>
<columns>ACCOUNT.ADDRESS1_STATE</columns>
<columns>ACCOUNT.PHONE1</columns>
<columns>ACCOUNT.TYPE</columns>
<columns>CORE.USERS.ALIAS</columns>
<filterScope>Everything</filterScope>
<filters>
<field>ACCOUNT.NAME</field>
<operation>startsWith</operation>
<value>A</value>
</filters>
<label>Account start A</label>
<language>en_US</language>
<sharedTo>
<group>Coba_Group</group>
<role>CEO</role>
<role>CFO</role>
<role>COO</role>
</sharedTo>
</listViews>
</CustomObject>
Let's extend this to retrieve for many list views, modify the package XML file as below:
<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
<types>
<members>Account.Account_start_A</members>
<members>Account.NewThisWeek</members>
<members>Account.RT_Ke2</members>
<name>ListView</name>
</types>
<version>39.0</version>
</Package>
This is the sample result:
<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<listViews>
<fullName>Account_start_A</fullName>
<columns>ACCOUNT.NAME</columns>
<columns>ACCOUNT.SITE</columns>
<columns>ACCOUNT.ADDRESS1_STATE</columns>
<columns>ACCOUNT.PHONE1</columns>
<columns>ACCOUNT.TYPE</columns>
<columns>CORE.USERS.ALIAS</columns>
<filterScope>Everything</filterScope>
<filters>
<field>ACCOUNT.NAME</field>
<operation>startsWith</operation>
<value>A</value>
</filters>
<label>Account start A</label>
<language>en_US</language>
<sharedTo>
<group>Coba_Group</group>
<role>CEO</role>
<role>CFO</role>
<role>COO</role>
</sharedTo>
</listViews>
<listViews>
<fullName>NewThisWeek</fullName>
<columns>ACCOUNT.NAME</columns>
<columns>ACCOUNT.CREATED_DATE</columns>
<columns>Record_Type_Name__c</columns>
<filterScope>Everything</filterScope>
<filters>
<field>ACCOUNT.CREATED_DATE</field>
<operation>equals</operation>
<value>THIS_WEEK</value>
</filters>
<label>New This Week</label>
<language>en_US</language>
</listViews>
<listViews>
<fullName>RT_Ke2</fullName>
<columns>ACCOUNT.NAME</columns>
<columns>ACCOUNT.SITE</columns>
<columns>ACCOUNT.ADDRESS1_STATE</columns>
<columns>ACCOUNT.PHONE1</columns>
<columns>ACCOUNT.TYPE</columns>
<columns>CORE.USERS.ALIAS</columns>
<filterScope>Everything</filterScope>
<filters>
<field>ACCOUNT.RECORDTYPE</field>
<operation>equals</operation>
<value>Account.AccRtKe2</value>
</filters>
<label>RT Ke 2 Manual</label>
<language>en_US</language>
<sharedTo>
<group>All_Internal_User_Group</group> <roleAndSubordinates>ChannelSalesTeam</roleAndSubordinates>
</sharedTo>
</listViews>
</CustomObject>
From the XML returned:
- the 1st view "Account_start_A" is shared to 1 group and 3 roles
- the 2nd view "NewThisWeek" is visible to all users, therefore there is no sharedTo tag
- the 3rd view, "RT_Ke2" is shared to 1 group and 1 role with subordinates.
Let's randomly confirm if the return is correct:
Deploy change
So for this sample, you work on the
Account.object, let's say you remove and add "group" or "role" from
sharedTo. To deploy this back to Salesforce, you just need to zip the file back as the same structure as you originally downloaded the zip file.
Open
Workbench, navigate to
migration |
Deploy, and select "Single Package".
Additional notes:
With REST explorer from Workbench, we can get data of list view, example:
- to get all list view in Account:
/services/data/v39.0/sobjects/Account/listviews/
- to get list view data from a list view:
/services/data/v39.0/sobjects/Account/listviews/00B50000008DouiEAC/results
* 00B50000008DouiEAC is ListView ID
Last updated: 4-Mar-2019
Reference:
-
Metadata API Developer Guide - ListView
-
Force.com REST API Developer Guide - List Views
