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Salesforce Reporting and Dashboards

You're reading from   Salesforce Reporting and Dashboards Master the art of building successful reports and dashboards with this comprehensive guide

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Product type Paperback
Published in Mar 2015
Publisher Packt
ISBN-13 9781784394677
Length 306 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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Toc

Table of Contents (11) Chapters Close

Preface 1. Introducing Salesforce.com FREE CHAPTER 2. Managing Data in Salesforce.com 3. Creating Your First Report 4. Working with Reports 5. Learning Advanced Report Configuration 6. Creating Your First Dashboard 7. Learning Advanced Dashboard Configuration 8. Accessing Historical Data 9. Dashboards and Reports in Salesforce1 Index

Folder permissions

When Enhanced Folder Sharing is disabled, there is only one permission available related to the report folder—Manage Public Reports. Once this is enabled, you will see it leading to:

  • Create Report Folders
  • Edit My Reports
  • Manage Reports in Public Folders
  • View Reports in Public Folders

Manage Public Reports

Run Reports and Create and Customize Reports permissions are required to enable the Manage Public Reports permission. When this permission is enabled from Profile or Permission Set, users are able to create a new report folder and edit the report folder visible to them. However, only users with the View All Data permission can see and edit all public folders.

Create Report Folders

The Create Report Folders permission gives users the ability to create new report folders. The Create and Customize Reports permission is required to enable this permission. When this permission is enabled, once you click on the Reports tab, you will see a folder icon next to the All Folders...

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