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

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 ...

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