Similarly, how do I enable enhanced folder sharing in Salesforce? Enable Enhanced Folder Sharing from Setup. From Setup, enter Folder Sharing in the Quick Find box, then select Folder Sharing. Select Enable access levels for sharing report and dashboard folders.
- From Setup, enter Email Templates in the Quick Find box, then select Lightning Email Templates.
- Enable Folders and Enhanced Sharing. To allow other users to create folders, assign them the Create Folders for Lightning Email Templates permission.
How does enhanced folder sharing work in Salesforce?
When Enhanced Folder Sharing is in effect, all users in the Organization by default get Viewer access to report and dashboard folders that are shared with them. Also, "old” profile permissions are mapped to enhanced sharing profile permissions as closely as possible without giving users any additional capabilities than they previously had.
Does the enhanced folder sharing affect my personal custom reports?
The enhanced folder sharing does not have any impact on My Personal Custom Reports and My Personal Dashboards. For the reports in Unfiled Public Reports, user will be able to create new reports and edit any reports that they created. User will be able to edit any reports that user created.
What profile permissions are available for enhanced folder sharing?
Enhanced folder sharing offers 5 symmetric profile permissions for reports and dashboards: For org created before Summer '13, when you enable Folder Sharing: All users in the organization by default get Viewer access to report and dashboard folders that are shared with them.
What is the difference between old and enhanced folder sharing?
Old profile permissions mapped to enhanced sharing profile permissions When Enhanced Folder Sharing is in effect, all users in the Organization by default get Viewer access to report and dashboard folders that are shared with them.
How do I share a folder in Salesforce lightning?
Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard 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 give access to my email template folders in Salesforce?
Required Editions and User Permissions To access library folders in Lightning Experience, click the Files tab, and then click Libraries. To access Classic email template folders, from Setup, in the Quick Find box, enter Classic Email Templates , then select Classic Email Templates.
How do I create a shared folder in Salesforce?
Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.Enter a Folder Label . ... Choose a Public Folder Access option. ... Select an email template and click Add to store it in the new folder. ... Choose a folder visibility option: ... Click Save.
How do I give someone access to my salesforce report folder?
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.
How do I change folder permissions in Salesforce?
Choose a Public Folder Access option. Select read/write if you want users to be able to change the folder contents. A read-only folder can be visible to users but they can't change its contents. Select an email template and click Add to store it in the new folder.
How do I give permission to my email template?
To customize template permissions:Navigate to Assets. , then click Emails.Click Manage Templates.Select the template that you want to change, then click Choose.Click Actions > Permissions.Do one of the following:Select the check boxes to set the permissions for the user or user group.Click Save.
How do I make a folder viewable by all internal users in Salesforce?
Search for All Internal Users and it should eventually display (might take a second). Select that group and set the Access to view. Now, all internal users have view access to that folder.
Can you Create folders in Salesforce?
To create new folders: In the All Site Content view on the Overview tab, click New Folder. Type in the folder name. Click Create.
Can you share a private folder Salesforce?
Notes about folder sharing: When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public or custom folder, select the folder in the Save dialog box....Required Editions.Salesforce ClassicLightning ExperienceMy Personal DashboardsPrivate Dashboards2 more rows
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 you provide user access to reports?
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 allow someone to edit my dashboard in Salesforce?
0:002:30How to Assign Edit Dashboards Permission to a User - YouTubeYouTubeStart of suggested clipEnd of suggested clipThat well as the admin we're going to go into setup and we're going to add the permission. NowMoreThat well as the admin we're going to go into setup and we're going to add the permission. Now there's a couple ways to give alan the permission. One is to modify the profile.
Monday, September 15, 2014
Enhanced Folder Sharing for Reports and Dashboards introduce on Summer '13 release, organization created after the Summer ’13 release will have this feature turn on default. But, if your organization existed before the Summer ’13 release, follow these steps to make folder sharing available to your users.
Salesforce: Enhanced Folder Sharing for Reports and Dashboards
Enhanced Folder Sharing for Reports and Dashboards introduce on Summer '13 release, organization created after the Summer ’13 release will have this feature turn on default. But, if your organization existed before the Summer ’13 release, follow these steps to make folder sharing available to your users.
