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What is permission control in Salesforce?
Permission controls are a security layer in addition to Salesforce CRUD permissions designed to govern a single user’s permissions to perform certain actions within FinancialForce PSA. If you are an Operations or Admin user, you can set up permission controls for each FinancialForce PSA user.
What can be controlled in profiles Salesforce?
Each Salesforce user in your org has a profile. Profiles are designed to group users into functions, for example, ‘Sales’, ‘Support’ etc….In addition to objects, profiles also control:
- Field-level security (which fields are visible or editable),
- Page layouts,
- Record types,
- Apps,
What is Report Builder in Salesforce?
The Report Builder is a visual, drag-and-drop tool which you use to create reports and edit existing ones. The report builder is where you select a report type, report format, and the fields that make up your report.
How do I use report Builder in Salesforce?
Report Builders in Salesforce
- Enable the report builder for all users- 1) If you have to enable the report builder for all users, go to Setup > Customise > Reports and Dashboard > Reports and Dashboard Settings.
- Select report type-
- The Report Builder-
Why is report builder not available on my profile?
Profile permission “Report Builder” is not available on the affected User’s Profile. If the report is built on multiple objects, this error can occur if the Lookup Field between two of the Objects is hidden from you by Field Level Security.
Do you need permission to view a report?
You don’t have ‘read’ access to one of the objects that the report references. If the report is an Administrative report (reports on Users, Reports or Documents) you require the “View Setup and Configuration” permission on your profile.
Can a report be run in a public folder?
If a folder does not have Manager access, it is public, and users with the “View Reports in Public Folders” permission can view it. Depending on their object access, these users can also run the report.
When you open Reports tab, there will you find the sharing settings for the user, you can individually assign the access there. You can see the share option on Reports folder as below: Click on the share and you can assign access individually. Let me know if you need any other help. Yes you can do.