How do you make a report folder private in Salesforce? Enter a Folder Label . If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages. Choose a Public Folder Access option. Select an unfiled report, dashboard, or template and click Add to store it in … Read more
how can share the dashboard components to the chatter feed Click on Dashboard Tab, and select the dashboard you want to share Hover over a component to display the menu. To clear the hover menu, click an empty part of the screen. Click on Post Snapshot to User or Group Feed, as shown in above … Read more
Click Sharing on the record you want to share. Click Add. From the drop-down list, select the type of group, user, role, or territory to add. Choose the specific groups, users, roles, or territories requiring access by adding the names to the New Sharing list. More items… Sharing Content with Other Users Navigate to the … Read more
How to create and share Report Folders in Salesforce Lightning? Go to Reports tab. Select All Folders. Select Share from the action menu. Select User or Roles or Roles and Subordinates or Public Group in Share With. Select the name from the Names. Select the Access level from Access menu. … Sharing Content with Other … Read more
For each report you want to share, you’ll need to open it and choose the “Save as” option, then select the public folder as the destination. A new copy of the report will then be available to anyone with access to that folder. If the reports are already in a public folder, you simply need … Read more
How to create and share Report Folders in Salesforce Lightning? Go to Reports tab. Select All Folders. Select Share from the action menu. Select User or Roles or Roles and Subordinates or Public Group in Share With. Select the name from the Names. Select the Access level from Access menu. … On the Reports tab, … Read more
Share a Report or Dashboard Folder in Lightning Experience. Click next to the folder name on any page that lists report or dashboard folders. Click Share. Form the Share With dropdown, select who you want to share with. For Name, enter the name you want to match. The name must match the category (user, group, … Read more
Go to Reports tab. Select All Folders. Select Share from the action menu. Select User or Roles or Roles and Subordinates or Public Group in Share With. Select the name from the Names. Select the Access level from Access menu. … On the Reports tab, hover over a report folder in the left pane, click. … Read more
How to create and share Report Folders in Salesforce Lightning? Go to Reports tab. Select All Folders. Select Share from the action menu. Select User or Roles or Roles and Subordinates or Public Group in Share With. Select the name from the Names. Select… More … Sharing Content with Other Users Navigate to the Reports … Read more
How can we share records in Salesforce? Click Sharing on the record you want to share. Click Add. From the drop-down list, select the type of group, user, role, or territory to add. Choose the specific groups, users, roles, or territories requiring access by adding the names to the New Sharing list. Click Sharing on … Read more