- How do I copy a dashboard in Salesforce?
- How do I move a salesforce report to another folder in lightning?
- How do I move multiple reports in Salesforce?
- How do I change folder permissions in Salesforce?
- How do I move files without copying?
- Where are folders in Salesforce?
- What Is Legacy folder sharing in Salesforce?
- How do I move a folder up?
- How do I create a folder for reports in Salesforce?
- How do I automatically move files from one folder to another?
- Who can run reports in Salesforce?
- How do I share a private report in Salesforce lightning?
How do I copy a dashboard in Salesforce?
To Clone a Dashboard:Navigate to an existing Dashboard.Click Clone (button)Click Save As.Give the new Dashboard a new Name.Edit your Components as needed..
How do I move a salesforce report to another folder in lightning?
Do either of the following on the Reports page: Click the report you want to move. … Select the target folder or subfolder. Search for folders by name, or select a folder on the left and scroll to find the target folder on the right. … After selecting the target folder, click the Select button.
How do I move multiple reports in Salesforce?
How?Switch back to Classic.Select the Reports tab.Locate the reports (or dashboards) that you want to move.Click on the report and drag and drop into the correct folder.
How do I change folder permissions in Salesforce?
Required Editions and User Permissions Enter a Folder Label . The label is used to refer to the folder on user interface pages. Choose a Public Folder Access option. Select read/write if you want users to be able to change the folder contents.
How do I move files without copying?
To move a file, hold down the Shift key while dragging. You can also use the middle mouse button to drag files. In this case, gThumb will ask you if you wish to copy the files, move the files, or cancel the operation.
Where are folders in Salesforce?
To access document folders, click the Documents tab. To access Classic email template folders, from Setup, enter Email Templates in the Quick Find box, then select Email Templates. To access Lightning email template folders, click the Email Templates tab.
What Is Legacy folder sharing in Salesforce?
Legacy Folder Sharing Enhanced Folder Sharing. When creating a folder, you specify the folder as read-only or read-write and assign it one of these access types: Accessible by all users. Hidden from all users. Accessible only to specified public groups, roles, and roles and subordinates.
How do I move a folder up?
To change the order of a file or folder, click the dots on to the left of the folder or file’s name that you’re interested in. Dragging while clicking will move the file or folder up and down. A gray outline will show you where the file will appear if you drop it at that point.
How do I create a folder for reports in Salesforce?
Create a Folder for Article ReportsIn 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 automatically move files from one folder to another?
Move file automatically moves files from one folder to another. The files are copied to the destination folder and then erased from the source folder. Rename file performs automatic file renaming. Advanced filters to include and exclude certain files to rename exactly the necessary files.
Who can run reports in Salesforce?
To allow a user to open or view a dashboard in Salesforce, the user needs to have the permission to run reports, and the dashboard viewing user must have access to the reports used as the data source for the dashboard components.
How do I share a private report in Salesforce lightning?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users. Note Internal users doesn’t include customer portal or partner portal users.Find the user you want, click Share, and choose an access level. … Click Done, review your changes, and click Close.