O'Reilly logo

Salesforce Reporting and Dashboards by Johan Yu

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

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.

Tip

When a folder is visible to a user, the user will ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required