All you need to do is turn it on. To turn on go to Setup > enter Folder Sharing in the Quick Find Box > the select Folder Sharing > select ‘ Enable access levels for sharing report and dashboard folders ‘ > then select Save. Check out the Salesforce documentation here to learn how to turn on Enhanced Folder Sharing.
...
Create a Shared Subfolder
- Right-click on the Shared Content folder or any other folder.
- Select Create Sub Folder.
- Name the folder.
- Select the business units that can access all content created or moved in that folder.
How does enhanced folder sharing work in Salesforce?
When Enhanced Folder Sharing is in effect, all users in the Organization by default get Viewer access to report and dashboard folders that are shared with them. Also, "old” profile permissions are mapped to enhanced sharing profile permissions as closely as possible without giving users any additional capabilities than they previously had.
What is manual sharing in Salesforce?
Manual sharing gives other users access to certain types of records, including accounts, contacts, and leads. Define the default access level for an object’s records with organization-wide sharing settings.
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 do I share a Salesforce Access folder?
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 subfolders?
To set permissions for any subfolder within the Shared folder:Open the parent folder that contains the subfolder for which you want to set permissions.On the subfolder tile, click .Click Set permissions and clear the Inherit permissions from folder 'parent' option.More items...
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.
Can you share a subfolder in box?
You can, however, give a collaborator a higher access level at a subfolder. To do this, first invite the collaborator to the subfolder, then invite the collaborator to the parent folder. For example, you could invite John to the Marketing folder as an Co-Owner, then invite him to the Box Reports folder as a Viewer.
How do I give a folder full access?
Open File Explorer. Browse and find the file or folder you want to have full access. Right-click it, and select Properties. Click the Security tab to access the NTFS permissions....Click OK.Click OK.Click Apply.Click OK.Click OK to close the file or folder properties to complete the task.
How do I give permission to a folder for everyone?
To give permission to the folder: - Right click the folder you want to set the access permissions for and then select Properties. - In the properties window click on the Security tab then click on Edit. - On the Permissions window click on the Add button to open the Select Users Group or Groups window.
How do I give a directory access to a public group in Salesforce?
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.
Who can modify access to report folders?
When the user has access to a report folder, the user is able to store a new report to a report folder; even user accessibility to the report folder is only as Viewer. The user will also able to edit and delete reports created by that user in the public report folder, with the user access is Viewer.
How do I create a directory access in Salesforce?
Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.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 share a folder with subfolders?
Add a Subfolder to a Shared FolderIf you are not already there, select Document Management > Shared Folders to open the Shared Folders module.Select the folder where you want to create a subfolder and click on New Folder at the top of the shared folders tree panel.Enter a name and press Enter to create the subfolder.
How do I give a folder access to a folder?
It is a simple process to grant access to specific users for any folder you have created.Access the Properties dialog box.Select the Security tab.Click Edit. ... Click Add... ... In the Enter the object names to select text box, type the name of the user or group that will have access to the folder (e.g., 2125. ... Click OK.More items...•
Can I restrict access to a subfolder in Box?
Click Settings to open the Folder Settings page. In the Shared Link Access section, select the Only collaborators can access this folder via shared links check box, and then choose what item types you'd like to restrict access for: Files and Folders (default) Folders Only.
Bringing the best of both worlds – AMS 360 Integration with Salesforce
AMS 360 Integration with Salesforce – Insurance is linked with everyone in some way or the other, be it personal insurance, property insurance, automobile insurance,…
Useful Salesforce Steps and Instructions
Hello All, Today I am going to provide you a very useful and important set of items that you should always keep handy with you…
Salesforce Einstein Discovery
Einstein Discovery Einstein Discovery was originally developed by BeyondCore. It became part of an Analytics Cloud when Salesforce purchased the company. Einstein Discovery works with…
A Single, 360 Shared View of Every Customer
Welcome to Salesforce Customer 360, One Integrated CRM Platform for uniting Marketing, Sales, Commerce, Service, and I.T. Departments.
Leading Through Change
Watch stories filled with thought leadership, inspiration, and insights from business leaders and our greater community.
