What is the recommended approach to validate sharing and visibility changes before deployment?

Utilize Field Audit Trail to audit field metadata and visibility

Utilize the Login As feature for a sample user in each role and Profile

Testing how data is seen by real users is essential before deploying changes. Using the Login As feature to impersonate a sample user in each role and profile lets you experience exactly what those users will encounter, rather than relying on theoretical permissions.

This approach verifies access and visibility across the actual combination of permissions, sharing rules, role hierarchy, and field-level security. You can check whether users can view, edit, or be blocked from specific records, confirm tab and page layout visibility, and ensure that permission sets behave as intended in practice. It’s practical for catching gaps that aren’t obvious from configuration alone, and you can do it in a sandbox for thorough, safe validation.

Other methods don’t provide the same end-user perspective. Auditing field metadata or reviewing active users shows configurations or who is logged in, not how those configurations translate into real access for different roles and profiles. Testing with a sample user through Login As is what gives you confidence that the sharing and visibility changes will function correctly once deployed.

Utilize Administrative and User reports to view the Active Users

Utilize the Sharing button to test Profile and Permission set

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