Slaesforce FAQ

does report folders in salesforce have folder api name

by Dameon Reynolds Sr. Published 2 years ago Updated 2 years ago
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Standard report folders do not return Name by query. However, using Api call you can get all report folder names along with the report. See detailed explanation here. https://glazeforce.wordpress.com/2016/02/03/get-all-reports-along-with-their-folder-name-and-report-data/

The Folders API is available in API version 41.0 and later.
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Folders.
ResourceSupported HTTP MethodDescription
Folder Collections /services/data/ <latest API version> /folders/POST GETEnables creation of report and dashboard folders and subfolders ( POST ). Gets the list of folders ( GET ).
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Full Answer

What is folder type in Salesforce?

This type extends the Metadata metadata type and inherits its fullName field. Four folder types currently exist in Salesforce: Folder type names end with the “Folder” suffix.

What is document folder label in salesforce analytics?

If analytics folder sharing is turned on for your organization, then this field is present but not used. Label of the folder as it appears in the user interface. Label is Document Folder Label. The namespace prefix that is associated with this object. Each Developer Edition org that creates a managed package has a unique namespace prefix.

What fields available on Salesforce Knowledge Reports?

Fields Available on Salesforce Knowledge Reports Chat Session Reports Report on Partners Report on Relationship Groups Enable the Account Owner Report Report on File Search Activity Report on Chatter Top 100 Feed Item Views with Interaction Count... Related Articles and Questions Reports Community Case Deflection from Discussions and Articles

What is namespaceprefix field in Salesforce?

This field’s value is the namespace prefix of the Developer Edition org of the package developer. In orgs that are not Developer Edition orgs, NamespacePrefix is set only for objects that are part of an installed managed package. All other objects have no namespace prefix. ID of the parent object, if any. Required.

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How do I find the API report name in Salesforce?

Salesforce Tips – Discover the API Metadata for Salesforce...Select your Salesforce (Sandbox or Production) Environment and API version to login to your Salesforce credentials.In workbench under the “Utilities” tab click on “REST Explorer”Copy the URL: “/services/data/v29.

What are report folders in Salesforce?

Use report and dashboard folders to organize your reports and dashboards. To share reports and dashboards, you share the folder, not the report or dashboard itself.

How do I find the API name for a dashboard in Salesforce?

The workaround I use to get a dashboard's API name is this:Get the Chrome extension called Salesforce inspector.Go to your dashboard.Click the little arrow on the right side of the screen that says Show Sales force details and click Show All Data.Look for DeveloperName. The value has your dashboard's API name.

How do I give access to reports folder in Salesforce?

Sharing Content with Other UsersNavigate to the Reports tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Report Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.

How do I manage a report folder in Salesforce?

Managing FoldersTo access report and dashboard folders, click the Reports or Dashboards tab.To access document folders in Salesforce Classic, click the Documents tab.To access library folders in Lightning Experience, click the Files tab, and then click Libraries.More items...

How can I see who has access to a report folder in Salesforce?

Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.

How do I find my Einstein Dashboard API name?

Here 2 options can be used to get dashboard API name:Use Link Widget. Create a new dashboard, add link widget and select link to Saved dashboard, and select the dashboard you would like to check.Workbench.

Is report an object in Salesforce?

In Salesforce, a Report Type acts as a template. It defines the following: Objects: what Objects the report can see (e.g. Accounts, Contacts, Opportunities, etc.) Object Relationships: The overlap between the selected objects.

How do I query a report in Salesforce?

How to Query/Report on Metadata in Your Salesforce OrgCreate a Simple SOQL Query.Create a Complex SOQL Query.Export Query Results to Excel.Review Available Tooling API Objects.

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.

How do I create a folder for reports in Salesforce?

Create a Folder for Article ReportsIn the Report Folder section of the Reports tab, click Create New Folder.Enter Article Reports in the Folder Label field.Optionally, modify the Group Unique Name .Choose a Public Folder Access option. ... Choose a folder visibility option.Click Save.

What are the three access levels you can grant to report and dashboard folders?

Three access levels for each folder: view, edit, and manage.

File Suffix and Directory Location

Folders are stored in the corresponding component directory of the package. These directories are named documents, email , reports, and dashboards. Folders do not have a text file representation—they are containers for files. For each folder, an accompanying metadata file named FolderName-meta.xml is created at the same directory level.

Declarative Metadata Sample Definition

The following is the package manifest definition of a document folder that contains a document:

Wildcard Support in the Manifest File

This metadata type doesn’t support the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.

Special Access Rules

You must have the “Modify All Data” permission to create, update, or delete document folders and email template folders.

Usage

Only one type of item can be contained in a folder, either Dashboard, Document, EmailTemplate, Macro, QuickText, or Report.

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