How do I enable enhanced folder sharing in Salesforce?

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.

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)

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.
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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:

  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 dashboard folder in Salesforce lightning?

Share a Report or Dashboard Folder in Lightning Experience

  1. Click next to the folder name on any page that lists report or dashboard folders.
  2. Click Share.
  3. Form the Share With dropdown, select who you want to share with.
  4. For Name, enter the name you want to match.

How do I give access to the dashboard folder in Salesforce?

Grant Users Access to Reports and Dashboards

  1. Click. …
  2. In the Quick Find box, enter Profiles , then select Profiles.
  3. Click the Program Management Standard User profile.
  4. In the System section, click System Permissions.
  5. Click Edit.
  6. Select View Dashboards in Public Folders and View Reports in Public Folders.
  7. Click Save.

How do I manage dashboards in Salesforce?

Run Reports, Manage Dashboards AND View All Data. Enhanced Folder Sharing.

To delete a dashboard in Salesforce Classic:

  1. Click the Dashboards tab.
  2. Click Go To Dashboards List.
  3. Choose the folder where the dashboard is stored.
  4. Click Del next to the name of the dashboard.

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.

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How do I control access to a folder in Salesforce?

Managing Folders

  1. To access report and dashboard folders, click the Reports or Dashboards tab.
  2. To access document folders in Salesforce Classic, click the Documents tab.
  3. To access library folders in Lightning Experience, click the Files tab, and then click Libraries.

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

Three access levels for each folder: view, edit, and manage.

What is the maximum shared report links?

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

How do I create a public folder in Salesforce?

Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.

  1. Enter a Folder Label . …
  2. Choose a Public Folder Access option. …
  3. Select an email template and click Add to store it in the new folder. …
  4. Choose a folder visibility option: …
  5. Click Save.