Category: permission

Admin Notes — User Permissions involved in Reports and Dashboards

Permission Required for Reports and Dashboards            –              To run reports  –  “Run Reports” User Permission is required.To schedule reports  – “Schedule Reports” User Permission is required.To Create, Edit, and Delete Reports –   “Create and Customize Reports” + “Report Builder” User Permission is required.To create Custom Report Types – “Manage Custom Report Types” User Permission is required.To create and schedule snapshot – “Manage Reporting Snapshots” User Permission is...

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Admin Notes — What folder can do in Salesforce

A folder is a place where you can store your reports, dashboards, documents, or email templates. Folders can be -Public HiddenSharedRead-onlyRead/WriteRoles, permissions, public groups and license types decide who has access to the folder. As an administrator/owner, you can make a folder Public(means your entire organisation can view that folder) or Private(means only you can view that folder).To access Document folder, you need to click on the Document Tab. A document library is a place where you should store all your files without attaching them to accounts, contacts, opportunities or with other records. Each document in the document library resides in a folder. The folder’s permission determines the folder’s accessibility and also the documents inside it.To access Email Template folder, click Communication Templates | Email Templates.To access Report folder, click Reports Tab.To access Dashboard folder, click Dashboards Tab. User Permission needed:To create/edit/delete public document folder:              “Manage public documents”To create/edit/delete public email template folder:       “Manage public templates”To create/edit/delete public report folder:                    “Manage public reports”To create/edit/delete public dashboard folder:             “Manage public dashboards” and “View All Data”Few points to remember:If the folder access is set to “Read/Write”, then only you can modify the content of a folder.Only users with “Manage public documents”/”Manage public templates” can delete or change a Read...

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