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. ...
- 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 share files with my company using Salesforce?
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. 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.
What is folder sharing and notifications in Salesforce?
Sharing and Notifications. 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.
What is enhanced 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. With enhanced folder sharing, you can control who sees what.
How do I share a file with my customers?
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. When someone clicks on the link, it opens a web-based version of the file.
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 share a subfolder in Salesforce?
A subfolder can only be shared to the same or a subset of business units that its parent was shared to....Create a Shared SubfolderRight-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 do I share a folder in Salesforce Classic?
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 access folders in Salesforce?
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 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 access to the dashboard folder 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 share a library file in Salesforce?
next to the file that you want to share with a library. Select Share with library. Or, for external file references (only applicable for Files Connect users), select Share a reference, and choose Library in the Sharing Settings dialog box.
How do I create a public folder 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 upload a folder to Salesforce?
To upload files to a library, select the library and then click Add Files. Files you upload to a library inherit the sharing settings of that library. You can also add files to Salesforce by: Attaching a file to a Chatter post.
How do I give someone access to my dashboard?
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 grant a report Access folder to an existing public group?
Create a new public group with the specific users who need access. Include yourself in that list of users.Go to the Reports Tab.Click the new folder icon and create a new Report Folder. ... Add any existing reports, to whichyou would like to grant access, to that folder.
How do I create a subfolder in Salesforce?
Creating a subfolder is just like creating a regular folder. Go into the report or dashboard folder where you want to create the subfolder, and click New Folder. Name the folder, and click Save. Et voila!
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.
How to follow a report in Salesforce?
You can follow any report or dashboard by clicking on the Follow icon in the feed.
What happens if you go back to the old folder sharing model?
If you go back to the old folder sharing model, existing report and dashboard folders go back to the state they were in before.
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.
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.
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 ...
Where is Salesforce stored?
Most data in Salesforce is stored as records in the Salesforce database for your organization (technically, Salesforce uses a multi-tenant architecture that uses a combined structure to store data from different organizations, but that’s a not how you experience it as a user). But some information you might want to store and share exists in files, and it probably doesn’t make sense to convert that information into fields in records. Thankfully, there are a number of ways you can work with your files in Salesforce.
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 happens when you share a chatter file?
When you share a file with a public group, all Chatter users in your company become and the file is considered shared with your company.
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.
How many times can you share a file?
You, unfortunately, can’t share a file unlimited times. The maximum is 100 shares, regardless of whether you’re sharing it with a record, a person, or a group.
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.
How to check how people are using a set of files?
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.
