Enhance Efficiency With Salesforce Report Folder Sharing

Salesforce enhanced folder sharing was introduce in the summer of 2013, any organization that was created prior to summer 2013 can enable your Salesforce report folder sharing by following the guidelines illustrated in this article. Enhanced folder-sharing grants user access to dashboards and reports, and provides the following benefits: allows sharing with other individual users, sets profile permission for both dashboards and reports, it makes sharing concepts a bit more consistent with groups or users.

Enhanced Salesforce Report Folder Sharing Offers Three Access Levels For Dashboards And Report Folders

1. For The Viewer

-View all content

-View folders in all folder trees

-Run reports and refresh the dashboard

2. For The Editor

-Edit everything from viewer access files

-Add some contents to folders

-Delete contents from folders

-Edit contents in a folder

3. For The Manager

-Edit , remove and delete shares

-Edit a folder name

-Edit everything from the Editor access plus

The Salesforce report folder sharing offers five symmetric profile permissions for dashboard and reports, the 5 includes: Edit my reports/Edit my dashboards, View all dashboards in all public folders/ view reports in all public folder, Manage all dashboards in all public folders/Manage all reports in all public folders, Customize and create reports/Customize and create dashboards, Create dashboards folders/Create Reports Folders.

In the new enhanced folder sharing, you will get the following permission

1. Manage all dashboards that are in public folders and also, create new dashboard folders.

2. Customize and create new reports without any restrictions.

3. View all dashboards in all public folders and view all reports in all public folders.

Creating Dashboards in Salesforce

Salesforce dashboards provide a visual presentation and graphical representation of reports in Salesforce. Most Salesforce dashboards have visual presentation components such as graphs, tables, charts, VisualForce pages, and metrics. If you want to learn how to create a dashboard in Salesforce, follow this simple guide.

How to Create a Dashboard in Salesforce

Step one – To create a new dashboard in Salesforce go to the “reports-Tab” and select the “New Dashboard” button.

Step two – After selecting the New Dashboard button you will see a new screen pop-up with a list of “Drag/Drop” components that you can add to your dashboard. Select all the components that you want and proceed to the next step.

Step three – Go to the data source section on your screen and choose a report that you want to generate in the dashboard.

Step four – Enter the title and header name for the dashboard. If you want to change the formatting settings click on the setting buttons.

Step five – After you are done with the formatting settings, click on the OK button to save your Dashboard.

If you want to learn how to customize Salesforce, get familiarized with a lot of stuff relating to Salesforce deployment. One of the best email features that makes Salesforce easy to use is the Salesforce email to case feature. The Salesforce Email to case feature allows one to create cases from emails and improve email functions. With Salesforce report folder sharing, you can increase your productivity and enhance your Salesforce work experience for a better performance.

Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.