Salesforce Enhanced Folder Sharing in Reports and Dashboards
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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 Enhance 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 trailblazers 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:
- Go to Setup in Salesforce and use the Quick Find box to search for Folder Sharing.
- Select Folder Sharing Settings and enable Enhanced Folder Sharing.
- Now, you can go to a folder and click the dropdown menu next to it’s name. You can select Share.
- 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:
| Viewer Level | Editor Level | Manager Level |
|---|---|---|
| Salesforce users can only view the contents of a folder when they have this status. They cannot make any changes to the files in the folder. | These Salesforce users can view but also edit or manage the files in a folder. They cannot share the folder with any other user. | These Salesforce users can view, edit, manage, and share a folder. |
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. They 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 rate of working helps teams across the organization improve their work productivity and collaborate better with each other. If you are looking for an alternative solution to improve 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:
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.
Create File Sharing Processes with Titan
Thanks for reading our article on Salesforce’s Enhanced File Sharing feature. We hope we have inspired you to streamline processes within your organization and elevate team collaboration in new ways. If there is a specific topic you would like to discuss about file sharing, please feel free to contact us through one of our social media links below.
We would love to help you with your custom Salesforce solutions.
Hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
Frequently Asked Questions
How do I share folders in Salesforce?
- Go to the Salesforce folder you want to share and click the dropdown arrow next to it.
- Now select Share from the list and configure your sharing settings.
- You can add users, roles, or group details to your sharing settings by clicking on Add People.
- Then, you can set the folder’s access levels, such as viewer, editor, or manager.
- Save your settings.
How do I share a dashboard folder in Salesforce?
- Go to the Salesforce folder you want to share and click the dropdown arrow next to it.
- Now select Share from the list and configure your sharing settings.
- You can add users, roles, or group details to your sharing settings by clicking on Add People.
- Then, you can set the folder’s access levels, such as viewer, editor, or manager.
- Save your settings.
How do I give a report folder access to users in Salesforce?
Please follow the steps in the “How to share folders in Salesforce?” question above.
