Enable the "Manage All Private Reports and Dashboards" profile perm for the Profile of the user performing the search Resolution Use the "allPrivate" query scope to find Reports and Dashboards in private folders To return reports in private folders: SELECT Id FROM Report USING SCOPE allPrivate
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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!
Can I make a report or dashboard folder private?
No option to make a report or Dashboard Folder private. Welcome to Support! Search for an answer or ask a question of the zone or Customer Support. Need help? Dismiss Don't have an account? Don't have an account? No option to make a report or Dashboard Folder private.
How to provide individualized views of a dashboard in Salesforce classic?
Provide Individualized Views of a Dashboard in Salesforce Classic... Schedule and Run a Reporting Snapshot Add a Dashboard Component in Salesforce Classic Set Axis Range for Dashboard Charts
Is it possible to deploy dashboard without a folder?
Looks like we can't deploy dashboard without a folder. While for reports there exist Stack Exchange Network Stack Exchange network consists of 178 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.
How do I restrict access to dashboard in Salesforce?
Access Level Permissions to Access Read-Only Folders Permissions to Access Read/Write Folders Read “Run Reports” “Run Reports” Write New All of the following: “Run Reports” “Manage Dashboards” “View All Data”
How do I hide 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".
How do I restrict access to a folder in Salesforce?
When the user adds a prospect to a list from Salesforce, the user doesn't see Lists 1 and 2.Open the folders page. ... Find the folder you want to limit access to.Click the gear icon, and select Permissions.Select which groups can access the folder's contents.Save when finished.
How do I make my Salesforce dashboard folder public?
To save to a public or custom folder, select the folder in the Save dialog box. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved. The necessary user permission.
How do I hide a report in a public folder 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 reports in Salesforce?
On the Reports tab, click New Report. Select Select Report Types to Hide. The green check mark next to a report means it's visible to everyone. To hide the report type, click the check mark to change it to an X.
How do I view dashboard permissions 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.
What are the three access levels you can grant to report and dashboard folders?
Three access levels for each folder: view, edit, and manage.
How do I lock a report in Salesforce?
Lock Filter in ReportsOpen your desired report in Lightning Experience.Click Edit.From the options on the left, click Filters.Click to Edit the Filter Logic.Click on the locked checkbox.Click Apply.
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.
What is private folder in Salesforce?
A private folder is a special folder available for each Salesforce user, and is also known as the My Personal Custom Reports folder for a report folder. For dashboards, it is called My Personal Dashboards (in Classic), or Private Dashboards (in Lightning Experience).
Who can see private dashboards 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.