Salesforce Enhanced Folder Sharing in Reports and Dashboards

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jul 2nd, 2025

All businesses share data across their various departments and teams in some capacity. It’s one of the ways to get projects completed from end to end. Giving employees a way to share files, documents, and resources can also get projects completed on time or faster, as different and appropriate teams can collaborate more easily with each other when working on joined initiatives.

If you want to learn how to organize and share your folders, files, and resources better in Salesforce, join us in the article below. We discuss Salesforce’s Enhanced Folder Sharing, how to enable it in your CRM system, and what it is used for. We also cover how important Enhanced Folder Sharing is for business reports and dashboards.

Then, we finish the discussion with Titan’s custom solutions to extend your Salesforce system and experiences. Let’s get started!

What is Enhanced Folder Sharing?

It’s a Salesforce feature that enables admins to set who has access to:

• Reports
• Dashboards
• And Other Salesforce Resources

The Salesforce Folder-Sharing feature is popular among teams because access can be set at a highly detailed level. For example, administrators can give access to Salesforce users in an individual, role-based, or public group category. This can help manage folders and their contents across an entire organization.

How do I Enable Enhanced Folder Sharing in Salesforce?

You might want to activate Enhanced Folder Sharing in Salesforce to increase the safety of your reports and dashboards and keep your data protected from unauthorized eyes. Here are a few high-level steps to give you an idea of how to enable Enhanced Folder Sharing in Salesforce:

1. Go to Setup in Salesforce and use the Quick Find box to search for Folder Sharing.
2. Select Folder Sharing Settings and enable Enhanced Folder Sharing.
3. Now, you can go to a folder and click the dropdown menu next to it’s name. You can select Share.
4. Then, add the user, roles, or groups with whom you would like to share the folder. Now, set your access levels, such as viewer, editor, and manager.

You should now be able to use Salesforce to share documents in a folder.

Understanding Access Levels and Permissions

Diving deeper into this feature, we find that Salesforce gives us highly detailed options for access and permission settings. There are three levels of access that a business can choose for Salesforce folders. Let’s take a closer look with the help of the table below:

Accessing the Reports and Dashboards in a Folder

A common thing to share among colleagues in the business world are reports and dashboards. It’s essential that these professionals have access to Salesforce reports and dashboards when they need them, as these documents support decision-making in business. These reports and dashboards can also be used for compliance matters or when multiple colleagues need to work on the same project.

Salesforce: Share a Report

When a business can share a report from Salesforce, authorized teams across the organization can gain insights into:

• Sales Performance
• Customer Behavior
• Planning of Operations

Salesforce reports, with folder-sharing capabilities, make accessing real-time data easy. Teams can then analyze them to predict market trends and make the best decisions for the business.

Salesforce: Share a Dashboard

When businesses choose to share a Salesforce dashboard, they want authorized colleagues and partners to view data in visually enhanced ways to make the best decisions for a project. These dashboards are also shared among different authorized teams when collaborating on a project or monitoring important statistics. For example, if a colleague were to share a dashboard from Salesforce, teams might get to view the following data:

• Key Performance Indicators
• Metrics
• Trends
• Patterns

Streamline Salesforce File Sharing with Titan Files

Businesses that use Salesforce like to speed up their file-sharing capabilities. This fast working pace helps teams across the organization improve their work productivity and collaborate better with each other. If you want an alternative solution to enhance the user experience in Salesforce when sharing files, we suggest Titan Files.

Our platform can automate file management processes to ensure all authorized teams have their documents and resources at their fingertips. Titan Files works with Salesforce Flows using zero code to streamline processes and gives colleagues flexible solutions to manage and share files. With Titan for Salesforce file management, teams can create, modify, and organize files from within their CRM system or use an external file storage app without writing a single line of code!

Discover some of the features that Titan Files has to offer:

Use Salesforce Flows and Titan to automate file processes.

Scan your files with Titan for any viruses before uploading them to Salesforce.

Transform your images to meet your organizational standards and formats. We can resize your assets.

Watermark and convert files to PDF.

Read and write files from and to Salesforce objects.

Merge and compress your files.

Use our Optical Character Recognition (OCR) feature to extract and upload any text from images directly to Salesforce records.

Use Titan to combine your Salesforce actions.

No coding or complex configurations are required when working with Titan.

Connect to third-party cloud storage solutions so that files can be archived according to your company’s best practices. We support Google Drive, OneDrive, Box, and more integrations.

Maximize the potential of Titan Files in tandem with Titan’s product suite to establish end-to-end business processes within Salesforce.

These are just a few solutions from Titan. For a full feature list, make sure to contact us through one of our social media channels below.

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