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
Credits
Foreword
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Dashboard folders and permissions


Similar to reports, every dashboard is stored in a folder, which is called the dashboard folder. You cannot store reports in a dashboard folder, nor can you store dashboards in a report folder. We will look into permissions related to the dashboard folder later in this chapter.

In Chapter 3, Creating Your First Report, we discussed reports and the report folder. The same applies to dashboards. A few notes on dashboard folders and permissions are as follows:

  • Each dashboard is stored in a dashboard folder, not in a report folder. It can be a public dashboard folder or your private folder, called My Personal Dashboards.

  • You can easily differentiate between a report folder and a dashboard folder by looking at the folder icon, as shown in the following screenshot:

  • Depending on the user permission and folder permission, Salesforce will determine the folder's visibility and accessibility to a user, and determine the user having read-only or read-write accessibility...