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Full Answer
How do you know who needs a Salesforce license?
By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.
How do you measure performance in Salesforce Orgs?
Poor page performance may reveal broken links or 404 errors. 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.
How does proactive security monitoring work in Salesforce?
Proactive security monitoring can identify unusual user behavior like: 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.
What can you learn from your Salesforce user activity?
If you’ve examined this data, you’ve monitored user activity. By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.
Can Admin see private reports in Salesforce?
No, you can't. a User's Personal Provate Folder can't be seen by anyone (including Super-Duper Admin Power Users).
Who can see private reports in Salesforce?
The reports or dashboards in a private folder are always invisible to everyone except the person who created the folder. The reports or dashboards in any folder that isn't private are visible to everyone who has permission to view the reports or dashboards.
How do I view public 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 someone access to a private report 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.
Can you share a personal report in Salesforce?
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.
What is private report?
Private report means a custody and access or any other type of assessment report that has been requested by one or both of the parents, but without a court order, whether or not that report is later submitted by one or both parents as an expert report.
Why can't a user see a report in Salesforce?
Check the Field Level Security of the Lookup or Master-Detail Relationship field to ensure that your Profile has visibility to that field. Without visibility into that specific field, you will not have the ability to view the relationship that it contains and thus not able to run the report.
Who can see public reports in Salesforce?
The reports or dashboards in any folder that isn't private are visible to everyone who has permission to view the reports or dashboards. The following folder names are different in Salesforce Classic and Lightning Experience, but the folders are the same.
How do I change a Salesforce report from private to public?
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 restrict report access 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.
Who can view a dashboard in Salesforce?
Create a dashboard and let people view the dashboard as you (or anyone else who can see all opportunities). When your sales people open the dashboard, they see info about all opportunities instead of only their opportunities. (Their data access in Salesforce remains unchanged.
How do I create a private report 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.
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 .
