Knowledge Article Number 000321245 gives 4 steps to turning on Enhanced Folder Sharing… 1. From Setup in Salesforce Classic, enter ‘Folder Sharing’ in the Quick Find box. 2. Select Folder Sharing. 3. Select Enable access levels for sharing report and dashboard folders. 4. Click Save.
- 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
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.
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.
Does the enhanced folder sharing affect my personal custom reports?
The enhanced folder sharing does not have any impact on My Personal Custom Reports and My Personal Dashboards. For the reports in Unfiled Public Reports, user will be able to create new reports and edit any reports that they created. User will be able to edit any reports that user created.
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 enhanced folder sharing Salesforce?
Enhanced Folder Sharing grants fine-grained access to reports and dashboard folders and offers the following benefits: Makes sharing concepts more consistent with User, Role, or Group Sharing. Allows sharing with individual users. Provides fine-grained access levels for each folder share (View, Edit, Manage)
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.
How do I create a shared 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 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 change folder permissions in Salesforce?
Choose a Public Folder Access option. Select read/write if you want users to be able to change the folder contents. A read-only folder can be visible to users but they can’t change its contents. Select an email template and click Add to store it in the new folder.
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 allow someone to edit my dashboard in Salesforce?
1:082:30Set a permission set is like a profile. But you add it on top of a profile you can assign it to anyMoreSet a permission set is like a profile. But you add it on top of a profile you can assign it to any users you like so here it works very similar to a profile i search for dashboard.
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 does sharing rules work in Salesforce?
There are 2 types of Sharing Rules in Salesforce based on which records to be shared:Owner Based: Owner based shares the records owned by certain users. Owners can be identified through public groups, roles and roles, and sub-ordinates.2. Criteria Based: Criteria based shares the records that meet certain criteria.
How do I Create a folder in Salesforce lightning?
On the Reports or Dashboards tab, click New Folder.Name the folder. The folder name must be unique across all report and dashboard folders.Click Save.
Monday, September 15, 2014
Enhanced Folder Sharing for Reports and Dashboards introduce on Summer ’13 release, organization created after the Summer ’13 release will have this feature turn on default. But, if your organization existed before the Summer ’13 release, follow these steps to make folder sharing available to your users.
Salesforce: Enhanced Folder Sharing for Reports and Dashboards
Enhanced Folder Sharing for Reports and Dashboards introduce on Summer ’13 release, organization created after the Summer ’13 release will have this feature turn on default. But, if your organization existed before the Summer ’13 release, follow these steps to make folder sharing available to your users.
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.
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.
How to follow a report in Salesforce?
You can follow any report or dashboard by clicking on the Follow icon in the feed.
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 …
