Let’s go through the flow of creating a standard report in both Salesforce Classic and Lightning Experience. To edit a specific report in this folder, she would need the Edit Reports permission for this particular report. So she can only view the reports in the folder. The level of access to a folder and permission set for the reports can be dissimilar.įor example, Angela has Manager access to the folder ‘ Monthly Reports’, but her user permissions are limited to View Reports. For the latter, you need specific user permissions such as edit, run, etc. See who has what level of access to the folderĪccess levels determine access to the folders but not to the contents of them. There are three levels of access: Manager, Editor, and Viewer. It is a combination of user permissions to manage, create, customize, edit, run, and view reports and report folders. Here is what the same report looks like in Salesforce Classic: Salesforce reports permissions and levels of accessĪn important thing that you should consider before working with reports in Salesforce is the level of access. Angela is still using Salesforce Classic, so she should keep in mind that there are some differences between reporting in these UX versions. This is an example of a New Opportunity Trends report attached with a bar chart in Salesforce Lighting Experience. You can also visualize Salesforce reports as a chart, such as a bar chart, line chart, donut, etc. Is the built-in Salesforce reporting any good? What are reports in Salesforce?Įach Salesforce report is a set of data displayed in rows and columns that you can group or filter by certain criteria.
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