Following the help doc, you can go to Reports --> All Folders Right click on the down arrow at the right side of the folder and select share Now, on the sharing screen, you can select Public Groups to share with.
- 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 create folders in lightning experience?
The New Folder button adds a folder to the library or creates a subfolder within a folder. You can create multiple levels of subfolders. The row-level Move action lets you move a file among folders and subfolders within a library. Create folders in Lightning Experience to organize files that are already in libraries.
How to organize reports in Salesforce lightning experience?
Organize Reports Search for Reports and Dashboards in Lightning Experience Search for Reports and Dashboards from the Reports Tab in Salesforce... Get the Information You Need from the Reports Tab List View in... Customize Report and Dashboard Lists in Lightning Experience Rename a Report Describe a Report Print a Report
How to enable folders in libraries in Salesforce?
Note To enable folders in a library, you need the “Manage Salesforce CRM Content” permission. Verify that you’re both a member of the library and have Library Administrator permission. You can also use SOAP API to enable folders in libraries. In libraries with more than 5,000 files, you can’t enable folders.
How do I move files between libraries in lightning experience?
The row-level Move action lets you move a file among folders and subfolders within a library. Create folders in Lightning Experience to organize files that are already in libraries. Upload files to a library by selecting the library and then clicking Add Files. Library folders can also be created, renamed, and deleted using SOAP API.
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 permission to a folder 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 create a public report folder 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.
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 manage access to a folder in Salesforce?
Required Editions and User Permissions To 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.
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 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.
How do I give permission to create a report 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 private folders 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).
How do I share a report in Salesforce lightning?
Go to the Report tab -> Find the report folder you want share, Click the little Aero icon -> Select Share. Follow the screenshot below. Click Share -> For Select the folder access level for the user, role, group, or territory, Here I choose View -> Click Done. Follow the screenshots below.
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.
How do I assign a dashboard to a user in Salesforce lightning?
Add Dashboards to the Lightning Experience Home PageFrom Setup, enter "App Builder" in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. ... Click Next.Give your app page or home tab layout a label, then click Next.Choose a page template, then click Finish.More items...
How to share a report folder?
Following the help doc, you can go to Reports --> All Folders. Right click on the down arrow at the right side of the folder and select share . Now, on the sharing screen, ...
How to share a folder with a group?
Right click on the down arrow at the right side of the folder and select share. Now, on the sharing screen, you can select Public Groups to share with. Search for All Internal Users and it should eventually display (might take a second). Select that group and set the Access to view.
What happens if a folder does not have manager access?
If a folder does not have Manager access, it is public, and users with the “View Reports in Public Folders” permission can view it. Depending on their object access, these users can also run the report. (1) Share your folder by user, by user group, or by role.
How to enable others to use a report or dashboard?
To enable others to use a report or a dashboard, share the folder it is in. Give each user, public group, or role the degree of access to the folder that makes sense for them.