You can remove the following Profile permissions: - Manage Public Reports - Manage Custom Report Types - Create and Customize Reports - Report Builder Leave the "Run Reports" permission. This should limit users to only running reports that an Admin has set up.
What can I do with restriction rules in Salesforce?
Another great use for Restriction Rules is Tasks. Within Salesforce, Tasks can be ‘Private’ or ‘Controlled by Parent’ meaning they can see a Task if they can see the related parent record. You could use Restriction Rules to only show Tasks that the current User owns, for example: You can also restrict records based on field criteria.
What are permission sets in Salesforce?
Permission sets make it easy to grant access to the various apps and custom objects in your org, and to take away access when it’s no longer needed. Users can have only one profile, but they can have multiple permission sets.
What is an example of a standard profile in Salesforce?
Some examples are: Each standard profile includes a default set of permissions for all standard objects available on the platform. For example, a Standard User can create and edit records while a Minimum Access - Salesforce user can view records, but not create or edit them.
Can you lock Salesforce reports?
In salesforce we can lock filters to prevent people from editing a field filter while reading the report in Lightning Experience. In Lightning Experience it is possible to select whether filters are locked or unlocked. We can prevent users from customizing the information in the reports.
How do I give access to a specific report in Salesforce?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
Who can see my reports Salesforce?
Required Editions When you create a folder, it is accessible only to you and to users with administrative permissions, until you share it. Viewer access allows you to view the reports or dashboards in a folder, but doesn't determine access to folder contents.
How do I restrict access to a Salesforce dashboard?
Access Level Permissions to Access Read-Only Folders Permissions to Access Read/Write Folders Read “Run Reports” “Run Reports” Write New All of the following: “Run Reports” “Manage Dashboards” “View All Data”
How do you give a report access to a user in Salesforce lightning?
Sharing Content with Other UsersNavigate to the Reports tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Report Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
Why can't a user see a report in Salesforce?
If the report is an Administrative report (reports on Users, Reports or Documents) you require the "View Setup and Configuration" permission on your profile. Check the Field Level Security of the Lookup or Master-Detail Relationship field to ensure that your Profile has visibility to that field.
How do I hide a public report in Salesforce?
Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don't have access, select the Standard Report Visibility checkbox. Or, to hide these reports, deselect this checkbox. Click Save.
Who can edit reports in Salesforce?
When the user has access to a report folder, the user is able to store a new report to a report folder; even user accessibility to the report folder is only as Viewer. The user will also able to edit and delete reports created by that user in the public report folder, with the user access is Viewer.
How do I create a private report folder in Salesforce?
Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.Enter a Folder Label . ... Choose a Public Folder Access option. ... Select an email template and click Add to store it in the new folder. ... Choose a folder visibility option: ... Click Save.
Who can view a dashboard in Salesforce?
If you have View All Data permission, you can choose any user in your organization to be the running user. If you have View My Team's Dashboards permission, you can choose any user below you in the role hierarchy. The dashboard viewer — Dashboard viewers see data as themselves, according to their own access to data.
How do I give permission to edit a dashboard in Salesforce?
0:412:30How to Assign Edit Dashboards Permission to a User - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhen you click on it salesforce finds where that permission is in that profile. And you can see ifMoreWhen you click on it salesforce finds where that permission is in that profile. And you can see if it's checked or not and you could click edit. And toggle that permission for those users.
How do I assign a user to a dashboard in Salesforce?
Required User PermissionsEdit a dashboard.Click. ... Choose a running user setting. ... Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. ... Click OK.In the View dashboard as field, enter a running user.Save your dashboard.
How do I grant a report Access folder to an existing public group?
Create a new public group with the specific users who need access. Include yourself in that list of users.Go to the Reports Tab.Click the new folder icon and create a new Report Folder. ... Add any existing reports, to whichyou would like to grant access, to that folder.
How do I give a directory access to a profile in Salesforce?
In Salesforce Maps, click Layers | Saved.Select Corporate.Right-click the folder that you want to set permissions for. Then, click Edit Permissions.To add a permission, click Create New | User or Create New | Profile. ... Set the permissions that you want to grant to your user or profile.
What happens if a user is the owner of a record?
If the user is the owner of the record then they have implicit visibility. You will need to remove that user from being the owner.
Can you access opportunities that you do not own?
Opportunities have an additional setting under roles that provides access based on account ownership. Make sure the users role is set to "cannot access opportunities that they do not own" so if they do not own the app but own the related account they cannot see it.
