Who can access reports in Salesforce?

Grant Users Access to Reports and Dashboards

  • Click.
  • 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.

How does Salesforce control access to the reports and dashboards for the user?

User Permissions for Sharing Reports and Dashboards Each level of access to a report or dashboard folder consists of a combination of user permissions. As an administrator, you can further fine-tune users’ access to dashboards and reports by assigning or removing one or more permissions.

How do I control access to reports in Salesforce?

From Setup, in the Quick Find box, enter Sharing Settings , then select Sharing Settings. Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don’t have access, select the Standard Report Visibility checkbox.

How do you give a report access to a user in Salesforce lightning?

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.

Can you share private reports in Salesforce?

To share reports, they need to be saved to a public folder. In your scenario (assuming these reports are in the private folder), first create a public report folder, then login as the user (you will need to reactivate them first), and go into their “My Personal Custom Reports” folder.

How do I check folder permissions in Salesforce?

Required Editions and User Permissions

  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.

How do I hide a report in Salesforce?

  1. On the Reports tab, click New Report.
  2. Select Select Report Types to Hide. The green check mark next to a report means it’s visible to everyone.
  3. To hide the report type, click the check mark to change it to an X.

How do I hide a report folder in Salesforce?

Hello Lucy, yes you can hide report folders. If you hover over the name of the report folder you will see the down arrow, click on the arrow and select “Edit”. You can select “This folder is hidden from all users”.

How do I crack an interview in Salesforce?

Recommended Materials/Links for mastering Salesforce:

  1. To get started on any modules mentioned above, access study materials for freshers.
  2. Get your very own Developer Edition of Salesforce.
  3. Visual Studio Code is the go-to code editor for Salesforce developers.

How do I pass a Salesforce interview?

Maximising Your Salesforce Interview

  1. Print off your CV and learn it inside out.
  2. Research the Interviewers & Company.
  3. Ask Questions & Listen.
  4. Brush up on Salesforce study material.
  5. Know your Strengths & Weaknesses.
  6. Cross references your CV to the Job spec.
  7. Accomplishments.
  8. Current/Previous Employers.