AI Agent for Salesforce Record Access Auditing

The Challenge

Understanding why a specific user can or cannot access a record in Salesforce requires tracing through OWDs, role hierarchy, sharing rules, teams, manual shares, and Apex-managed sharing. This analysis is time-consuming and difficult to perform at scale, making compliance audits and access reviews a major burden.

How Clientell Automates This

Clientell AI traces the full chain of record access for any user, role, or group across your Salesforce org. It maps OWDs, sharing rules, role hierarchy grants, team membership, and manual shares into a clear audit report showing who has access and the specific reason why.

How It Works

1. 1

   Define your audit scope

   Tell Clientell which objects, users, or roles to audit. You can audit a specific user's access, a role's visibility, or do a full org-wide access review.

2. 2

   AI traces access paths

   Clientell analyzes OWDs, sharing rules, role hierarchy, team membership, manual shares, and Apex sharing to determine effective access for each user-record combination.

3. 3

   Review the audit report

   Preview a detailed report showing who has access to what, with the specific sharing mechanism (OWD, sharing rule, role hierarchy, etc.) that grants each access path.

4. 4

   Export or remediate

   Export the audit report for compliance documentation or use Clientell to remediate over-exposed access by adjusting sharing rules, OWDs, or manual shares.

Frequently Asked Questions

Can the audit show why a specific user cannot access a record?

Yes. Clientell traces all potential access paths and explains which ones are blocked, helping you understand exactly why access is denied and what change would grant it.

Does the audit cover Apex-managed sharing?

Yes. Clientell includes Apex sharing records in the audit, so you get a complete picture of all sharing mechanisms including programmatic shares.

Can I schedule recurring access audits?

Yes. You can configure Clientell to run access audits on a schedule and flag any changes in access patterns since the last audit run.

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