On the Reports tab, hover over a report folder in the left pane, click., and then select Share. Select Public Groups. Find the group you want, and click Share.
- On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
- Select Public Groups.
- Find the group you want, and click Share.
- Choose the sharing level you want to give this group. ...
- Click Done, review your changes, and click Close.
How do I make reports in public folders visible to users?
An administrator, however, can make reports in public folders visible to all or any subset of users by granting the "View Reports in Public Folders" permission to any set of user profiles or permission sets (Analytics Enhanced Folder Sharing must be enabled for this profile permission to be available). Was this information helpful?
How to create a Salesforce API Report?
Click on New ---> Give Label --->Give API Name ----> In License Select 'Salesforce' ----> Save. In Apps goto ---> Click On Object Settings ---> In Find Settings 'Report' and Open it. ---> Edit Tick Available and visible both. Run Reports, View Reports in Public Folders.
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 the report folder used for?
This folder is generally used as a placeholder folder for new reports until a Custom Report Folder has been created. Once the new folders are created, you can move your reports to different folders.
How do I create a public 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.
How do I save a salesforce report as public?
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. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved.
How do I share a report folder with all users?
Required Editions and User Permissions You can share a report or dashboard folder with up to 25 users, groups, roles, or territories from the UI. To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API. next to the New Folder button, and select Share.
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 view reports 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 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 share a report 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 give a report folder access to user 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 make my Salesforce dashboard visible to all users?
Choose the Dashboard Running User to set visibility settings for the dashboard: Select Run as specified user and set the Running User field to show all dashboard users the same data, regardless of their personal security settings. If you don't have “View All Data,” you can only choose yourself.
How do I enable enhanced folder sharing 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 you make a community public in Salesforce?
SearchIn Community Builder, make sure that the community is publicly available. ... On the SEO settings tab, configure which objects are public using the Guest User Profile.Click Guest User Profile.Click Edit, and in the Standard Object Permissions section, give at least read access to the object.Save your changes.More items...•
How do I enable partner community in Salesforce?
Create Partner AccountsCreate a business account.Click Manage External Account, and then click Enable as Partner. ... In the confirmation dialog, select Yes, I want to enable this account as a Partner Account.Click Confirm.
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.
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.
Do all users have access to dashboard?
All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.) Editor Access to Report and Dashboard Folders.
