Frequent question: What is enhanced folder sharing in Salesforce?

Enhanced folder sharing introduces new user permissions and changes each user’s access to existing reports and dashboards.

How do I enable enhanced folder sharing in Salesforce?

In order to enable Enhanced Folder Sharing before the Spring ’22 release, follow these steps:

  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.

How do I share a folder in Salesforce?

Sharing Content with Other Users

  1. Navigate to the Reports tab.
  2. Select All Folders listed on the left-hand side. …
  3. Click the carrot on the far right of the row with your Report Folder name.
  4. Select Share from the dropdown.
  5. In the new popup window, Share with Public Groups or Users, View Access.
  6. Click Share, and then Done.

What are the three access levels you can grant to report and dashboard folders choose 3?

Consistent sharing concepts across users, roles, and groups. Sharing reports and dashboards with individual users. Three access levels for each folder: view, edit, and manage.

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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 is the maximum shared report links?

Note that each report cannot have more than 1,000 sharing links.

Can you share a private dashboard in Salesforce?

You can share a report or dashboard folder with up to 25 users, groups, roles, or territories from the UI. To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API.

How do I share a report folder in Salesforce lightning?

Go to the Report tab -> Find the report folder you want share, Click the little Aero icon -> Select Share. Follow the screenshot below. Click Share -> For Select the folder access level for the user, role, group, or territory, Here I choose View -> Click Done. Follow the screenshots below.

What is a capability of enhanced report and dashboard folder sharing choose 2?

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)

What is dashboard in Salesforce?

Dashboards in Salesforce are a graphical representation of Reports. It shows data from source reports as visual components. These components provide a snapshot of key metrics and performance indicators of the organization at a glimpse.

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How do I restrict access to a report folder in Salesforce?

Go to System Permissions and then uncheck ‘View Reports in Public Folders’ .

Which sharing options are valid when sharing a report folder in Salesforce select 3?

Once you get to the point in the process of selecting the users to share with during the Sharing Rule creation process, you will see 3 options in the Share with dropdown – Public Groups, Roles, and Roles and Subordinates. You can’t create Sharing Rules to share with a Queue or individual users.

What are the different types of reports in Salesforce?

The four types of Salesforce reports are Tabular, Matrix, Summary, and Joined. They will allow your Salesforce administrator to pull, send, and review the data in your Salesforce account in different formats.

Who can see private reports in Salesforce?

Required Editions. When enhanced folder sharing is enabled, all users get Viewer access to report and dashboard folders, except users with higher administrative permissions. To give users broader privileges, assign Editor or Manager folder access and give report and dashboard user permissions as needed.