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  • Kyle Pollak

Sharing Reports and Dashboard Folders

Still sharing all of your reports and dashboards separately? Utilizing folders in Salesforce helps to organize your data as well as assign access to specific users. Whether you want to give your colleagues access to view, edit, or manage groups or reports or dashboards you have created, you're able to do so by utilizing folders.


Check out our video tutorial here on how to create and share your folders with your team!

 

Level of Difficulty: 2 (5 being the most difficult)



 

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