Table of Contents
Why would you Lock Records in Salesforce?
Sometimes you would want to lock records in Salesforce so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer.
How do I allow users to view reports in Salesforce dashboard?
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. Click to see full answer. Also question is, how do I give permission to dashboard in Salesforce?
How do I restrict access to a report in Salesforce?
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.
How do I open a report folder in Salesforce?
To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved. Thereof, how do I change folder permissions in Salesforce? Enter a Folder Label .
How do I remove a locked filter in Salesforce?
Open your desired report in Lightning Experience.Click Edit.From the options on the left, click Filters.Click the Edit icon (pencil icon) beside the Filter Logic (Example: 1 AND 2 AND 3)Click Remove Logic.Click Save.
How do I lock a report filter in Salesforce?
Lock Filters on the Run Page Click Reports, then find your Cases by Status report and click Edit. To open the Filters pane, click Filters. Click the filter Industry equals Energy and select Locked. Click Apply.
How do I change report visibility 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.
Why are my filters locked in Salesforce?
We use filters to see the data that we want. In salesforce we can lock filters to prevent people from editing a field filter while reading the report in Lightning Experience. In Lightning Experience it is possible to select whether filters are locked or unlocked.
How do I unlock filters in list view Salesforce?
List View Filter option is Blocked in Community PageClick affected Object tab.Click Edit beside the List View.Under “Restrict Visibility” | Check if the List View is: Visible to certain groups of users. Or. … Make the List View Visible to all users (Includes partner and customer portal users)Click Save.
How do I enable reports in Salesforce?
Classic View:From Set-up, find the Build section (along the left-hand panel)Expand the Create menu option and select Objects. … From this view, select Edit for any custom object required for reporting.Under the Optional Features section, enable the “Allow Reports” option, and Save.More items…•
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 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 Unprivate a report in Salesforce?
Sharing Content with Other UsersNavigate to the Reports tab.Select All Folders listed on the left-hand side. … Click the carrot on the far right of the row with your Report 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 you lock a report?
Select the report name from the Available Reports pane, which is on the right side of the Manage Report Templates window. Right-click on the report. Select Lock to lock the report.
How could you show a report of accounts that do not have any opportunity associated with them?
As Cross Object Filters are not available within Professional Edition, the best way to create a report that will display Accounts without Opportunities is by creating a Roll-Up Summary field on the Account Object that will display the number of associated opportunity records.
What is cross filter in Salesforce reports?
Salesforce Cross Filters allow you to create a report that identifies records with or without a related record, where you have no need for the related object’s data (so you don’t need those related object’s fields displayed in the report).
Does Final Approval Action unlock a record?
The ‘Final Approval Action’ of the process does have the feature to unlock a record .
Can Apex unlock a record?
1. Apex doesn’t expose any class/method to unlock a record. There are only two ways a record can be unlocked that is locked by the approval process. The ‘Final Approval Action’ of the process does have the feature to unlock a record. A button labelled ‘Unlock record’ will be visible (only)to system administrators and only they can unlock …
What is a lookup in Salesforce?
Let’s dive into each of these. A Lookup is a Salesforce relationship that connects two objects together using a reference field. Reference fields can be added to the standard, custom, and external objects. The behavior of a lookup differs from the other field types because it can refer to the current entity or another parent entity. For example, in the standard Opportunities report, both the Opportunity Name field and the Account Name field are of the type Lookup. To make things intuitive for end-users, we’re designing Inline Editing so users can change Opportunity Name as text while changing Account Name as a lookup from a list of existing values.
Why is lookup different from other field types?
The behavior of a lookup differs from the other field types because it can refer to the current entity or another parent entity. For example, in the standard Opportunities report, both the Opportunity Name field and the Account Name field are of the type Lookup.
Can you edit a Salesforce report inline?
The record type plus page layout combination that’s assigned to your profile doesn’t allow you to edit the field. Inline Editing in reports follows the Salesforce architecture.
Can you edit text in Lightning Reports?
With this vision in mind, we came up with Inline Editing on Lightning Reports. As some of you may have already seen, the Summer ’21 release introduced Inline Editing for Text, Number, and Checkbox fields. Currently, we only allow single field edits, and the report refreshes after every edit.
