After studying this topic, you should be able to:
Describe the use of folders to manage reports,
dashboards, documents, and email templates
Identify the main features available for report
and dashboard folders in Lightning Experience
Introduction
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Folders are used throughout Salesforce to control access to reports,
dashboards, documents or email templates. Organization-wide
defaults do not apply to folders, instead they have their own security
and access control. Folder access can range from private to
organization-wide.
Salesforce Folders
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Subfolders
Subfolders can be used to organize reports and
Folder Permissions dashboard folders in Lightning Experience.
Various user permissions exist for
managing folders of reports, dashboards,
documents, and email templates. Folder Access Settings
Visibility and public folder access
settings for folders with documents
Folder Management or email templates can be specified.
Folders can be used to store and organize
reports, dashboards, documents, and
Sharing Folders
email templates in Salesforce.
Report folders can be shared with other users,
roles, territories, or public groups, and their access
can be specified.
†Folder Management
Folder are used to organize, store and set access to reports, documents, dashboards
and email templates.
Folders are used to store and organize reports,
documents, dashboards and email templates.
Folders do not follow organization-wide
defaults or the role hierarchy for sharing access.
Shared Documents Folder
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User Permissions Needed
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USER PERMISSIONS
Different user permissions are required to manage folders (create, edit and delete).
Report Folder Permissions
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PERMISSIONS ON REPORT FOLDERS
Permissions to read and write the contents of
Report Folders can be private to the owner or
shared with other users, roles, roles &
subordinates, territories, territories &
subordinates, or public groups.
Sharing Options for Report Folders
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Report folders can be shared
with other users, roles, roles &
subordinates, territories,
territories & subordinates, or
public groups.
Folder Access
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USER ACCESS
Access can be granted as a Viewer, Editor, or Manager.
Folder Access
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VIEWER EDITOR MANAGER
View reports or dashboards in the folder
See who has what level of access to the folder
Save a report or dashboard in the folder
Rename a report or dashboard in the folder
Delete a report or dashboard from the folder
Share a folder
Change the folder’s name
Change the folder’s sharing settings
Delete a folder
Folder Access Settings
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VISIBILITY OF FOLDER CONTENTS
Visibility to the contents of Document and Email
Template folders can be shared with:
● Users
● Public groups
● Roles
● Roles & subordinates
● Territories
● Territories & subordinates.
Manage Library Members in Lightning Experience
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MANAGEMENT OF USERS
Members may be managed for each folder in Lightning Experience
Global Search
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WHERE TO SEARCH FOR FOLDERS
Global search allows users to search for records, apps, and also folders within the Salesforce org.
Favorite Folders
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ACCESS OF FOLDERS IN “ALL FAVORITES”
The “All Favorites” list in Reports and Dashboards contain folders that have been marked as favorite.
Report and Dashboard Folders in Lightning Experience
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Subfolders can be Folder sharing is at Subfolders can be Folders can be Reports and
used to organise the root level, not created in user renamed or deleted
dashboards can be
reports and subfolder level. created folders, but (if it doesn't contain
dashboards into a not in the Public or any reports or moved between
logical structure. Private folder. dashboards). folders.
Subfolder Hierarchy
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There can be a maximum of 3 levels in a subfolder hierarchy. An example is shown below.
SALES REPORTS USER FOLDER
Northwestern Region LEVEL 1
Washington State LEVEL 2
Seattle LEVEL 3
Western Region
Report Subfolders Folders in Lightning Experience
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†Learn More
Creating and Editing Folders
Managing Folders
Create a Report or Dashboard Subfolder in Lightning Experience
