How to create and share Report Folders in Salesforce Lightning?
- Go to Reports tab.
- Select All Folders.
- Select Share from the action menu.
- Select User or Roles or Roles and Subordinates or Public Group in Share With. Select the name from the Names. Select the Access level from Access menu. ...
Full Answer
What is folder sharing in Salesforce?
Folder Sharing Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups. With enhanced folder sharing, you can control who sees what.
How do I share files with external users in Salesforce?
External users like your customers may need access to some of your files. You can share the files with them using the Salesforce cloud. 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.
How do I view a shared file in Salesforce?
It may have been shared through Salesforce sharing, by creating a file link and sharing the link, posting the file to a feed on a record (as opposed to a public feed), or publishing it to a private library. Administrators with the "View All Data" or "Modify All Data" permission can also find and view the file.
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.
The basics of sharing
There are three different ways to share content with other people, and all of them are available through the “Share” button at the top right corner of your document window.
Sharing with people outside of your organization
Collaboration isn't just about what happens on your team. That's why we've made it as easy to share with people outside of your company as it is to share within it. Here's how, always starting from the “Share” menu:
A little more about sharing links with external users
An external user’s permissions level is dependent on having a account:
Using Restricted External Sharing
If your company is using Quip Enterprise Tier, it has the option to disable external sharing, or to restrict external sharing to an allowlist of permitted collaborators. If your company has enabled this setting, you won't be able to share documents with anyone outside your company, unless your administrator has added them to the allowlist.
A note about shared folders
Say you’d like to share a nested sub-folder with an individual without providing access to the entire top-level folder. Yikes, sounds more like inception than document sharing. Take a deep breath, keep calm — here’s how to do it:
How do I request access to something I don't have access to?
Occasionally, you'll find yourself following a link to a document you don't have access to. Don't fret! If you want to request access, it's easy enough to do so. Just click the “Request Access” button that shows up when you try to visit the link.
How do I remove access to a document, spreadsheet, folder, or chat room?
The best way to un-share something depends on how you shared it in the first place.
What is folder sharing in Salesforce?
Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.
What happens if you create a folder before analytics?
If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.
How to show snapshot in dashboard?
Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.
How to enable feed tracking in dashboard?
Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.
Can each user have access to a dashboard?
[1] With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, ...
Do all users have access to dashboards?
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.) [2] When you are an Editor on a folder, you can view and modify the reports and dashboards it contains, and move them to and from any other folders you have ...
What is file sharing?
File Sharing. File sharing is a way to collaborate on a file with other users in your company (and therefore change the relationships of other users to a file). There are even ways to share files externally.
What is a private shared file?
Privately Shared File. A privately shared file is a file that has been shared with specific people or groups. It may have been shared through Salesforce sharing, by creating a file link and sharing the link, posting the file to a feed on a record (as opposed to a public feed), or publishing it to a private library.
What happens if you share a link in chatter?
If you’ve shared a link to the file in Chatter, the link is deleted. There are three special cases to consider, however. First, files that originate in a Salesforce CRM Content Library won’t be removed from the library itself.
How many versions of Salesforce can you have?
Salesforce can track many versions of the same file, but not an unlimited number. You can have up to 2,048 versions. If you’re hitting that limit, you’re in a select group indeed.
What is a collaborator in a file?
Collaborator. A user can become a "collaborator" on a file when the owner shares the file with them and chooses to grant them collaborator status. A designated file collaborator has the following file permissions: view or preview. download.
What is a file posted to a public feed?
Files posted to public feeds that all users in your company can see are considered shared with your company. Like with the feeds themselves, all users in your company can view the file.
Can I share a file with someone?
Files can also be shared by generating an encrypted URL link to the file and sending it to whomever you like. The link is public, so you can share a file this way with individuals both within and outside of your company, including customers and partners.