How do I grant specific Users access to a folder that contains reports?
- Create a new public group with the specific users who need access. Include yourself in that list of users.
- Go to the Reports Tab.
- Click the new folder icon and create a new Report Folder.
- The Report folder needs the "This folder is accessible only by the following users" permission.
- Add the public group from Step 1 to the "Shared To" column.
- 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 access my company's files in Salesforce?
Your company may have its own file system. If you want a file accessible both through Salesforce and through an external file system, you can connect it there. If you want to check out how people are using a set of files, you can run a file report to view and analyze the data.
How to create dashboard folders in Salesforce?
To create, edit, and delete public dashboard folders: “Manage Dashboards” AND “View All Data” Customize Application permission allow you to create a dashboard folder For standard user profile There are in System Permissions, then seek for Permission Name: "Create Dashboard Folders" Thanks for contributing an answer to Salesforce Stack Exchange!
How do I create a sales team folder in Salesforce?
Select Folder. For Folder Name, enter Sales Team. Click Done. Sales users have the Standard User Profile in Salesforce. To ensure they will have access to the marker layers in the Sales Team folder, give users with the Standard User Profile read only access, as follows.
How do I manage folder structure recommendations in Salesforce maps?
To learn more about folder structure recommendations complete the Salesforce Maps Configuration Badge. If you’re not currently in the Maps app, click and select Salesforce Maps. Select the Maps tab. If a Privacy Policy appears, select Dismiss. The Layers tab will automatically be selected. Click the Saved tab. Click the Corporate folder. Select .
How do I give access to a folder in Salesforce?
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.
What kind of access you can have to a folder in Salesforce?
When you create a folder, it is accessible only to you and to users with administrative permissions, until you share it. Viewer access allows you to view the reports or dashboards in a folder, but doesn't determine access to folder contents.
How do I give access to my Salesforce dashboard folder?
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 enable sharing folders in Salesforce?
In order to enable Enhanced Folder Sharing before the Spring '22 release, follow these steps:From Setup in Salesforce Classic, enter 'Folder Sharing' in the Quick Find box.Select Folder Sharing.Select Enable access levels for sharing report and dashboard folders.Click Save.
How do I change folder permissions in Salesforce?
In Salesforce Maps, click Layers | Saved.Select Corporate.Right-click the folder that you want to set permissions for. Then, click Edit Permissions.To add a permission, click Create New | User or Create New | Profile. ... Set the permissions that you want to grant to your user or profile.
How do I grant access to report folders 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.
How do I give permission in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users.Select a user.In the Permission Set Assignments related list, click Edit Assignments.To assign a permission set, select it under Available Permission Sets and click Add. ... 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.
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 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...
What are the three access levels you can grant to report and dashboard folders?
Three access levels for each folder: view, edit, and manage.
What Is Legacy folder sharing?
Legacy Folder Sharing Enhanced Folder Sharing. When creating a folder, you specify the folder as read-only or read-write and assign it one of these access types: Accessible by all users. Hidden from all users. Accessible only to specified public groups, roles, and roles and subordinates.
Do sales users have read only access to Salesforce?
Sales users have the Standard User Profile in Salesforce. To ensure they will have access to the marker layers in the Sales Team folder, give users with the Standard User Profile read only access , as follows.
Does Salesforce have a map?
This is time-consuming if you have to comb through the account records, find the location of each customer, and then schedule meetings in the most efficient way possible. Luckily, you have Salesforce Maps, which provides you with the geographic visualization you need to complete this task quickly and effectively.
Can you create markers in Salesforce Maps?
Excellent! You created a folder in Salesforce Maps for your Sales team and gave them read only access. Now , you can create markers layers for the Sales team and store them in this folder. In the next step, you learn how to create a marker layer.
How to autopopulate folder name?
Click in the Folder Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this folder isn't checked.
What is dashboard in sales?
Dashboard to display key information from her sales reports, which is also to be accessible by her team.
What is flexibility in dashboards?
Flexibility —with reports and dashboards you can pull data from all your standard and custom objects and fields. You have many powerful options for tailoring reports and dashboards to the specific needs of your end users.
