From Setup, enter Email Templates in the Quick Find box, then select Lightning Email Templates. Enable Folders and Enhanced Sharing. Admins and any users with the Modify All Data permission can create and manage email template folders.
- 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.
Table of Contents
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.
How to improve user activity sharing in Salesforce?
Exclude Emails and Events from Being Added to Salesforce for All Users Set Default Activity Sharing for Einstein Activity Capture Users Let Users Share Activities with Groups
What is the difference between old and enhanced folder sharing?
Old profile permissions mapped to enhanced sharing profile permissions 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.
How to integrate Einstein activity capture with Salesforce Lightning pages?
Add Recommended Connections to Lightning Pages End-User Setup for Einstein Activity Capture Connect Your Email and Calendar to Salesforce with Einstein Activity… Prepare to Sync Events with Einstein Activity Capture Prepare to Sync Contacts with Einstein Activity Capture Exclude Emails and Events from Being Added to Salesforce
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 someone access to a 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.
What Is Legacy folder sharing?
Legacy Folder Sharing Enhanced Folder Sharing. When creating a folder, you specify the folder as read-only or read-write and assign it one of these access types: Accessible by all users. Hidden from all users. Accessible only to specified public groups, roles, and roles and subordinates.
How do I give access to the dashboard folder 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.
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 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.
How do I enable enhanced folder sharing for reports and dashboards 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.
What are the three access levels you can grant to report and dashboard folders in Salesforce?
Three access levels for each folder: view, edit, and manage.
How do I share a folder?
How to share foldersOn your Android device, open the Google Driveapp.Next to the folder’s name, tap More .Tap Share .Type the email address or Google Group you want to share with.To choose whether a person can view, comment, or edit the file, tap the Down arrow . … Tap Send.
How do I change folder permissions in Salesforce?
In Salesforce Maps, click Layers | Saved.Select Corporate.Right-click the folder that you want to set permissions for. Then, click Edit Permissions.To add a permission, click Create New | User or Create New | Profile. … Set the permissions that you want to grant to your user or profile.
How do I give permission to edit a dashboard in Salesforce?
0:412:30How to Assign Edit Dashboards Permission to a User – YouTubeYouTubeStart of suggested clipEnd of suggested clipWhen you click on it salesforce finds where that permission is in that profile. And you can see ifMoreWhen you click on it salesforce finds where that permission is in that profile. And you can see if it’s checked or not and you could click edit. And toggle that permission for those users.
How do I assign a dashboard to a user in Salesforce lightning?
Add Dashboards to the Lightning Experience Home PageFrom Setup, enter “App Builder” in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. … Click Next.Give your app page or home tab layout a label, then click Next.Choose a page template, then click Finish.More items…
Old profile permissions mapped to enhanced sharing profile permissions
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.
Before enabling analytics folder sharing
Purge inactive reports and dashboards that have not been run for a long time (over 18 months or 2 years). You can get a list of all inactive reports by creating a report of type “Reports” under Administrative Reports Folder
After enabling analytics folder sharing
Make any necessary changes to profile permissions as needed, if the default mapping does not meet your organization’s needs.