Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
About the Author
About the Reviewers

Salesforce report folders

By default, Salesforce comes with a lot of standard reports. They are stored and categorized by the object name and purpose, such as Account and Contact Reports, Opportunity Reports, and so on. The same applies to report created and customized created by users. Users can store them in folders for future use or other purposes, for example, as a data source for dashboards or sharing with other users. Depending on the user permission and folder permission, Salesforce will determine the folder's visibility and accessibility to a user, as read-only or read-write accessibility. Remember that report accessibility is configured in the folder level, not in the report itself.


When a folder is visible to a user, the user will be able to see and run all the reports stored in that folder.

When you click on the Reports tab, you will see all the report and dashboard folders you have access to in the left panel.

Users with read-write permission on the folder will be able to save...