Who has access to a record in Salesforce?
Record access is determined by the Role of the Record Owner. Any member of the Role hierarchy above the Record Owner’s Role will have access to the record. Users in the same Role as the Record Owner, and Users in Roles outside of that hierarchy, may or may not have access. By default, all Users have Read-Write access to all records in Salesforce.
What does a Salesforce admins do?
Admins are responsible for setting up Salesforce for their organizations and making sure it runs smoothly. Admins have special permissions. For example, they can add user accounts and specify what people can see and do in Salesforce.
Can other users see the report folder?
They can see the report folder but when they try to access report they get insufficient privilage error. Infact they can't even access unifed folder reports. Which is visible to all users.
What is the use of profile in Salesforce?
(configured under Admin Setup->Manage Users->Profiles) are used to control which Salesforce objects (database tables) are available to Users assigned to the Profile, and what actions those Profile Users are allowed to perform on the table. Profiles can be configured to allow for Create, Read, Write, and Delete access on an object-by-object basis.
Who can see private reports in Salesforce?
The reports or dashboards in a private folder are always invisible to everyone except the person who created the folder. The reports or dashboards in any folder that isn't private are visible to everyone who has permission to view the reports or dashboards.
Can private reports be shared Salesforce?
Required Editions and User Permissions You can share a report or dashboard folder with up to 25 users, groups, roles, or territories from the UI. To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API. next to the New Folder button, and select Share.
How do I give someone access to a private report in Salesforce?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
Who can see public reports in Salesforce?
Required Editions. When enhanced folder sharing is enabled, all users get Viewer access to report and dashboard folders, except users with higher administrative permissions. To give users broader privileges, assign Editor or Manager folder access and give report and dashboard user permissions as needed.
Why can't a user see a report in Salesforce?
Make sure you have "Read" access to all the Objects the Report references. If any of the Objects are part of a Managed Package that requires licenses, check that you have an assigned license. If it is an Administrative Report, verify the "View Setup and Configuration" permission is on your Profile.
How do I restrict access to reports in Salesforce?
Go to System Permissions and then uncheck 'View Reports in Public Folders' .
Who can run reports in Salesforce?
One of the great features of Salesforce is that anyone with the “Create Reports” permission can create reports. One of the downsides of this is that you could end up with a lot of reports in your folders. To combat this clutter of reports in Salesforce, you can (and should) create a “Report Report”.
Who can view dashboards in Salesforce?
With the “View My Team's Dashboards” user permission, the reader can view the dashboard as themself or as anyone beneath them in the role hierarchy. With the “View All Data” user permission, the reader can view the dashboard as anyone.
Who can modify access to report folders?
When the user has access to a report folder, the user is able to store a new report to a report folder; even user accessibility to the report folder is only as Viewer. The user will also able to edit and delete reports created by that user in the public report folder, with the user access is Viewer.
What are the key differences between public and private reports in Salesforce?
Public Report: The report will be available to all users who have the report enabled in their permissions. ... Private Report: Report will only be available to the user who created it. ... Note: You can specify a report as public or private only when creating the report for the first time.
How do I hide a public report in Salesforce?
Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don't have access, select the Standard Report Visibility checkbox. Or, to hide these reports, deselect this checkbox. Click Save.
Can you hide report folders in Salesforce?
Hello Lucy, yes you can hide report folders. If you hover over the name of the report folder you will see the down arrow, click on the arrow and select "Edit". You can select "This folder is hidden from all users".