How do I run reports in Salesforce?
Available in: both Salesforce Classic ( not available in all orgs ) and Lightning Experience Available in: Essentials, Group, Professional , Enterprise, Performance, Unlimited, and Developer Editions To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name.
How to protect your data in Salesforce?
Before you can protect your data, you have to know where the data is and who can access it. Salesforce often host an organization’s most sensitive data, and monitoring who can access that information is vital for safeguarding it.
How to block users from logging into the Salesforce mobile app?
To completely eliminate your Users' ability to access the Salesforce App interface, make the following changes. After the steps below, Users will no longer be able to log into Salesforce Mobile App. In the QuickFind Search type and select ' Connected Apps OAuth Usage ' Click Block next to Salesforce for Android and Salesforce for iOS
What are the benefits of user activity monitoring in Salesforce?
Salesforce admins can utilize user activity monitoring to gain deeper visibility into the health of their Salesforce org, covering four critical areas: security, compliance, usage and adoption, and performance.
How do I restrict access to reports 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 lock reports in Salesforce?
In salesforce we can lock filters to prevent people from editing a field filter while reading the report in Lightning Experience. In Lightning Experience it is possible to select whether filters are locked or unlocked. We can prevent users from customizing the information in the reports.
Who can run reports in Salesforce?
One of the great features of Salesforce is that anyone with the “Create Reports” permission can create reports. One of the downsides of this is that you could end up with a lot of reports in your folders. To combat this clutter of reports in Salesforce, you can (and should) create a “Report Report”.
How do I restrict users in Salesforce?
Restrict Data Access with Field-Level Security, Permission Sets, and Sharing SettingsFrom Setup, enter Permission Sets in the Quick Find box, and select Permission Sets.Click New, and enter the details. ... Click Save.Click Assigned Apps in the Apps section, then click Edit.More items...
How do I filter a report in Salesforce?
Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. ... Select an operator for the filter and type the filter value in the next field. ... Click Save.
Can you lock report filters in Salesforce?
Lock Filters on the Run Page Click Reports, then find your Cases by Status report and click Edit. To open the Filters pane, click Filters. Click the filter Industry equals Energy and select Locked. Click Apply.
Where is the run reports permission in Salesforce?
Required Editions and User Permissions To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name. Click the Reports tab. If you're already viewing a report, click Run Report to run it.
What is run reports permission in Salesforce?
This is the basic permission needed to run a report. Without the Run Reports permission, you will not be able to run any report in Salesforce. When you try to click on the report, you will get an error message that says You don't have permission to run reports.
What happens when you run a report in Salesforce?
0:054:10Running a New Report in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou Salesforce has a very robust and effective reporting feature that allows users to easily filter.MoreYou Salesforce has a very robust and effective reporting feature that allows users to easily filter. And sort various fields from their contacts and mail group lists.
How do I restrict a few users in Salesforce?
Create one permission set lets say Permission Set 1 and give all access to the object in that permission set , assign it to user 1. Similarly for user2 create a permission set say Permission Set 2 which have Read , Edit and Create access for the object.
How do I create a restriction rule in Salesforce?
Create a Restriction RuleIn Object Manager, click the object name for your restriction rule.In the sidebar, click Restriction Rule, and then click Create a Rule.Enter the rule's name and full name. ... To have the rule take effect upon saving, select Active.More items...
Can you restrict permission for users using permission set?
Yes, it is possible to restrict permission for users using permission set in salesforce. It's easy to manage users' permissions and access with permission sets because you can assign multiple permission sets to a single user.
Why is user activity monitoring important in Salesforce?
User activity monitoring – tracking user actions in a digital environment for information security – is critical for protecting sensitive cloud-based data.
What does it mean when a Salesforce user logs in at odd hours?
Admins can see if a user logs in at odd hours, such as on weekends or late at night, or if they log in from a different IP address, indicating they’re accessing Salesforce from an unexpected location. With this information, you can prevent unauthorized access that could lead to a data breach.
Why is it important to change permissions?
Changes in permissions, whether intentional or not, can open your organization to risk if users have broader data access than necessary for their role. Increased access to data may put your organization at risk of being non-compliant and at risk for unwanted user activity.
Can you assess Salesforce performance based on Apex events?
You can also assess performance based on Apex events and Community performance. User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI .
