How do you make a report folder private in Salesforce?

When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public public/custom folder, select the folder in the Save dialog box. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved.

Subsequently, one may also ask, how do I create a private report folder in Salesforce?

Creating and Editing Folders

1. Enter a Folder Label .
2. If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages.
3. Choose a Public Folder Access option.
4. Select an unfiled report, dashboard, or template and click Add to store it in the new folder.
5. Choose a folder visibility option:
6. Click Save.

Secondly, how do I create a report folder in Salesforce lightning? You can create report and dashboard folders in Lightning Experience.

1. On the Reports or Dashboards tab, click New Folder.
2. Name the folder. The folder name must be unique. You cannot have more than one report or dashboard folder with the same name as another report or dashboard folder.
3. Click Save.

Then, how do I give access to a report folder in Salesforce?

1. On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
2. Select Internal Users. Note Internal users doesn't include customer portal or partner portal users.
3. Find the user you want, click Share, and choose an access level.
4. Click Done, review your changes, and click Close.

How do I create a folder for email templates?

Create an email template folder

1. Click the App Launcher.
2. Search for Email Template.
3. Click on Email Templates.
4. In the upper right corner, click on New Folder.
5. Enter value for Folder Label.
6. Click on Save.

How do you edit a folder?

Android devices. Within the 'Documents' menu, on the right side of all folders and files you will find the 'options' icon that will allow to do some arrangements: Rename: change the name of the document/folder if needed. Delete.

Can you create subfolders in Salesforce?

Everyone can move reports and dashboards, but you can only move them to the folders and subfolders where you have write or edit access. Subfolders can be created only in user created folders. You can't create a subfolder in your Private folder or the Public folder. Folder sharing is only at the root level.

How do I edit a report folder in Salesforce?

To create a folder, click Create New Folder. To edit a folder, click Edit next to the folder name. Alternatively, select a folder name from the Folder dropdown list and click Edit. Note You can modify the contents of a folder only if the folder access level is set to read/write.

How do I move a report folder in Salesforce?

Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.

1. On the Reports tab list view, click and hold an item.
2. Drag the item to its destination folder in the Folders pane.

Where are email templates stored in Salesforce?

If you don't have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.

How do I share a report in Salesforce lightning?

Share a Report or Dashboard Folder in Lightning Experience

1. On the Reports or Dashboards page, find the report or dashboard you want to share and select the Share row level action. (
2. From the Share With dropdown, select who you want to share with.
3. For Name, enter the name you want to match.

Can you share a dashboard in Salesforce?

You can share a report or dashboard folder with up to 25 users, groups, roles, or territories from the UI. Select the folder access level for the user, role, group, or territory. Click Share. The sharing setting is applied to the Who Can Access list.

How do I restrict report access in Salesforce?

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 . Or, to hide these reports, deselect this checkbox. Click Save.

How do I lock a report in Salesforce?

Lock Filters on the Run Page

1. Click Reports, then find your Cases by Status report and click Edit.
2. To open the Filters pane, click Filters.
3. Click the filter Industry equals Energy and select Locked.
4. Click Apply.
5. Click Save & Run.
6. From the report run page, click. .

Why can't I edit a dashboard in Salesforce?

Latest finding, it is caused by View My Team's Dashboards permission is not enable for the user. To investigate why a user not able to edit a dashboard in organizations using enhanced folder sharing. Users can edit some dashboard details and save the changes as the current running user of the dashboard.

How do I share a report and dashboard in Salesforce?

1. On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
2. Select Public Groups.
3. Find the group you want, and click Share.
4. Note Portal users can only have Viewer access to reports, and they can't use dashboards.
5. Click Done, review your changes, and click Close.

What must a system administrator consider when setting up the running user for a dashboard?

When setting up the running user for a dashboard, a system administrator must consider the data access permissions which will determine what data the users can view in the source reports and the running user which determines the data that is displayed in the components of the dashboard.

How do I give someone access to my Salesforce dashboard?

Grant Users Access to the Dashboard Designer

1. From Setup, enter Analytics in the Quick Find box, then select Settings.
2. Select Enable dashboard designer, and then click Save.
3. For each user that builds dashboards, assign the “Create and Edit Analytics Dashboards” user permission to them.

How can I share a specific dashboard with another user?

To share a dashboard:? Click the Share button. In the Share Dashboard dialog, select one or more groups or users from the drop-down list. To remove a group or user from the list, click the x icon. If you want other users to be able to modify the dashboard, select the Allowed to edit dashboard option.

How do I create a group in Salesforce?

In Salesforce, a group is simply a set of users.

Salesforce Service Cloud For Dummies

1. Click My Groups in the Personal section of the sidebar.
2. Click the New Group button.
3. Name the group in the required Label field.
4. From the Search drop-down, select the type of user collection you want to search for to add to your group.

How do I organize Salesforce?

Use tabs, search, or lists to look at your records. Much of your Salesforce data is stored in individual records , and organized within objects. For example, the Account object presents all of your account records. If the Acme company is one of your accounts, you'll have an account record for Acme.

How do I create a subfolder in Salesforce lightning?

Create a Report or Dashboard Subfolder in Lightning Experience

1. On the Reports or Dashboards tab, open the folder you're working with.
2. Click New Folder.
3. Name the subfolder. The name must be unique. You cannot have more than one report or dashboard folder with the same name as another report or dashboard folder.
4. Click Save.