How do I enable folder sharing in reports and dashboards?

How do I enable folder sharing in reports and dashboards?

In order to enable Enhanced Folder Sharing before the Spring ’22 release, follow these steps:

  1. From Setup in Salesforce Classic, enter ‘Folder Sharing’ in the Quick Find box.
  2. Select Folder Sharing.
  3. Select Enable access levels for sharing report and dashboard folders.
  4. Click Save.

How do I give someone access to my salesforce report folder?

Go to the Report tab -> Find the report folder you want share, Click the little Aero icon -> Select Share. Follow the screenshot below. Click Share -> For Select the folder access level for the user, role, group, or territory, Here I choose View -> Click Done. Follow the screenshots below.

Where is folder sharing in lightning?

next to the New Folder button, and select Share. From the Share With dropdown, select who you want to share with. For Name, enter the name you want to match.

How do I move a report from one folder to another in Salesforce?

On the Reports tab list view, click and hold an item. Drag the item to its destination folder in the Folders pane. As you drag an item across a folder, a green check mark indicates that the item can be moved into the selected folder.

How do you share a lightning dashboard?

Share a Report or Dashboard Folder in Lightning Experience

  1. Click next to the folder name on any page that lists report or dashboard folders.
  2. Click Share.
  3. Form the Share With dropdown, select who you want to share with.
  4. For Name, enter the name you want to match.

How do I share a report in Salesforce lightning?

What is enhanced folder sharing in Salesforce?

When enhanced folder sharing is enabled, All users get View access to the report and dashboard folders that are shared with them. Those users can then assign View, Edit, or Manage access to those folders to other users.

Where are the sfdx folders in salesforcedx?

One or more “Salesforce DX Package Directories”, which contain SFDX source. These directories live within the SFDX project root, contain SFDX source, and must be explicitly declared as “Package Directories” by adding their path (s) to the packageDirectories array inside the project’s sfdx-project.json file.

Why are two sfdx project folder structure questions?

However, the sfdx force:source:push and sfdx force:source:pull commands seem to pickup files whatever the folder structure under the nominated package directory folder (the default of “force-app” in the above case). Two levels of folder (e.g. “main” and “default”) seem redundant. Why have the “default” level?

Where is the default package directory in sfdx?

Defined as part of a project’s sfdx-project.json file, the Default Package Directory is the CLI’s go-to location for storing “Remotely Added” metadata.

Where to find the root of a sfdx project?

Specifically, an SFDX Project exists when you have a local directory that contains the following: A project configuration file. This file is always named sfdx-project.json and the directory where it’s located becomes the “root” of that Salesforce DX project.