How do I give someone access to my salesforce report?
How do I give someone access to my salesforce report?
- On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
- Select Internal Users.
- Find the user you want, click Share, and choose an access level.
- Click Done, review your changes, and click Close.
How do I share an individual report in Salesforce?
- Navigate to the Reports tab.
- Select All Folders listed on the left-hand side. ...
- Click the carrot on the far right of the row with your Report Folder name.
- Select Share from the dropdown.
- In the new popup window, Share with Public Groups or Users, View Access.
- Click Share, and then Done.
How do I pull a report from Salesforce lightning?
https://www.youtube.com/watch?v=FprCnEnz07U
How do I create a public report folder in Salesforce?
- In the Report Folder section of the Reports tab, click Create New Folder.
- Enter Article Reports in the Folder Label field.
- Optionally, modify the Group Unique Name .
- Choose a Public Folder Access option. ...
- Choose a folder visibility option.
- Click Save.
How do I enable sharing folders in Salesforce?
From Setup in Salesforce Classic, enter 'Folder Sharing' in the Quick Find box. Select Folder Sharing. Select Enable access levels for sharing report and dashboard folders. Click Save.Jan 28, 2021
Can you share individual reports in Salesforce?
Share a Report or Dashboard Folder with an Individual User in Salesforce Classic. Enhanced folder sharing is the default option for all orgs created beginning with the Summer '13 Salesforce release. Legacy folder sharing, as described in this topic, is supported only for orgs created before the Summer '13 release.