Where are the reports and dashboards stored in Salesforce? They are stored in Folders. There is no limit on the number of reports and dashboards you can create and store. Folders created for reports can only be used to store reports, and the folders created for dashboards only to store dashboards. For simplicity in this book, let's call them the report folder and dashboard folder.
You can think of a folder here is similar to the folder in Windows Explorer, but without the drive and without a subfolder, and instead of storing files, it is used to store reports or dashboards depending on the folder type. As a folder manager, you can share the folder visibility to certain users, roles, roles and subordinates, or public groups.
Types of folders in Salesforce for reports and dashboards:
- A private folder
- Unfiled Public Folder (only for report)
- Public...