How do I control access to reports in Salesforce?

Asked By: Itamar Iserbeck | Last Updated: 29th February, 2020
Category: technology and computing email
4.2/5 (236 Views . 36 Votes)
From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings. 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 .

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Hereof, how do I provide access to reports in Salesforce?

  1. On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
  2. Select Internal Users. Note Internal users doesn't include customer portal or partner portal users.
  3. Find the user you want, click Share, and choose an access level.
  4. Click Done, review your changes, and click Close.

Similarly, how do I share a Salesforce dashboard? To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API.

  1. On the Reports or Dashboards page, find the report or dashboard you want to share and select the Share row level action. (
  2. From the Share With dropdown, select who you want to share with.

Additionally, how do I change folder permissions in Salesforce?

Required Editions and User Permissions

  1. Enter a Folder Label .
  2. If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages.
  3. Choose a Public Folder Access option.
  4. Select an unfiled report, dashboard, or template and click Add to store it in the new folder.

How do I pin a report in Salesforce?

Keep Favorite Report Folders In View

  1. In the list of report and dashboard folders, hover over any folder, then click .
  2. Select Pin to top. Your folder moves to the top of the folders list.

25 Related Question Answers Found

What is dynamic dashboard in Salesforce?

Dynamic dashboards enable each user to see the data they have access to. With a dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access.

What feature would you use to track changes to settings in Salesforce?

The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. This is especially useful in organizations with multiple administrators.

It lists:
  • The date and time (with timezone) of the change.
  • Who made it (by username).
  • What the change was.

Why can't I edit a dashboard in Salesforce?

Latest finding, it is caused by View My Team's Dashboards permission is not enable for the user. To investigate why a user not able to edit a dashboard in organizations using enhanced folder sharing. Users can edit some dashboard details and save the changes as the current running user of the dashboard.

What must a system administrator consider when setting up the running user for a dashboard?

When setting up the running user for a dashboard, a system administrator must consider the data access permissions which will determine what data the users can view in the source reports and the running user which determines the data that is displayed in the components of the dashboard.

How do I make a public report private in Salesforce?

  1. On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
  2. Select Public Groups.
  3. Find the group you want, and click Share.
  4. Note Portal users can only have Viewer access to reports, and they can't use dashboards.
  5. Click Done, review your changes, and click Close.

How do I create a custom report in Salesforce?

  1. From Setup, enter Report Types in the Quick Find box, then select Report Types.
  2. Click New Custom Report Type.
  3. Select the Primary Object for your custom report type.
  4. Enter the Report Type Label and the Report Type Name .
  5. Enter a description for your custom report type, up to 255 characters long.

How can I share a specific dashboard with another user?

To share a dashboard:?
Click the Share button. In the Share Dashboard dialog, select one or more groups or users from the drop-down list. To remove a group or user from the list, click the x icon. If you want other users to be able to modify the dashboard, select the Allowed to edit dashboard option.

How do I create a dynamic dashboard in Salesforce lightning?

Click Save As (or Clone), modify the dashboard settings, and save.
  1. If necessary, create the source reports containing the data you want to display.
  2. From the Dashboards tab, click New Dashboard.
  3. Name the dashboard.
  4. To add a component to the dashboard, click + Component.
  5. To add a filter to the dashboard, click + Filter.

Can you create subfolders in Salesforce?

Everyone can move reports and dashboards, but you can only move them to the folders and subfolders where you have write or edit access. Subfolders can be created only in user created folders. You can't create a subfolder in your Private folder or the Public folder. Folder sharing is only at the root level.

How do you edit a folder?

Android devices. Within the 'Documents' menu, on the right side of all folders and files you will find the 'options' icon that will allow to do some arrangements: Rename: change the name of the document/folder if needed. Delete.

Where are email templates stored in Salesforce?

If you don't have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.

How do I edit a report folder in Salesforce?

To create a folder, click Create New Folder. To edit a folder, click Edit next to the folder name. Alternatively, select a folder name from the Folder dropdown list and click Edit. Note You can modify the contents of a folder only if the folder access level is set to read/write.

How do I move a report folder in Salesforce?

Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.
  1. On the Reports tab list view, click and hold an item.
  2. Drag the item to its destination folder in the Folders pane.

How do I create an email template in lightning?

Create an email template folder
  1. Click the App Launcher.
  2. Search for Email Template.
  3. Click on Email Templates.
  4. In the upper right corner, click on New Folder.
  5. Enter value for Folder Label.
  6. Click on Save.

How do I give access to email templates in Salesforce?

To access your email templates, do one of the following:
  1. If you have permission to edit public templates, from Setup, enter Classic Email Templates in the Quick Find box, then select Classic Email Templates.
  2. If you don't have permission to edit public templates, go to your personal settings.

Can we schedule dashboards in Salesforce?

Enterprise, Unlimited, and Performance Editions can have up to 200 scheduled dashboard refreshes. Enterprise Edition users can schedule up to one dashboard refresh an hour per day. Additional scheduled dashboards may be available for purchase. Contact your Salesforce representative for information.

Which set of small and large data backup methods are available in native Salesforce?

Which set of small and large data backup methods are available in native Salesforce? d) Mass export wizard, weekly data export service and data loader exports.