Quick Answer: Can I share a private report in Salesforce?

How do I share a private report 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.

Can you share an individual report in Salesforce?

Yes you are correct the sharing is not available at individual reports level.

How do I share a private report?

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.

Who can see private reports in Salesforce?

The reports or dashboards in a private folder are always invisible to everyone except the person who created the folder. The reports or dashboards in any folder that isn’t private are visible to everyone who has permission to view the reports or dashboards.

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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.

Can community users create reports?

Moreover, community users can now create and manage reports on the community by themselves (as long as you have given them permission of course!). … The Report Builder page is available to community users with a Partner Community or Customer Community Plus license and following permissions: Create and Customize Reports.

What is the maximum shared report links?

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

How do I move a salesforce report to another folder?

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.

How do I add a user to a report in Salesforce?

To add others or remove yourself, click Edit Recipients. Select from the available entity types and start typing to see all the matching names. Only the users, groups, or roles with permission to access the report are shown in the list of matches. Select from the matching options and click Add.

How do I create a private 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.
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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 create a report folder in Salesforce?

Create a Folder for Article Reports

  1. In the Report Folder section of the Reports tab, click Create New Folder.
  2. Enter Article Reports in the Folder Label field.
  3. Optionally, modify the Group Unique Name .
  4. Choose a Public Folder Access option. …
  5. Choose a folder visibility option.
  6. Click Save.