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Wednesday, September 17, 2014
Productivity Advisors' Pro Bono Work for JCF
Labels:
salesforce,
social
Thursday, September 11, 2014
De-centralize Report and Dashboard Management in Salesforce
Salesforce's paradigm for granting users access to create and manage report and dashboard access is via the Folder. There are a variety of permissions available to Profiles or Permission Sets to grant users (or groups of users) access to folders for creating and managing access and also for receiving Scheduled Reports. Additionally, Salesforce supports setting certain users as Managers of a specific Report or Dashboard folder, so that they may manage access at the granular, single folder level.
Given our recent work with report folders, here are some Best Practices to keep in mind:
Given our recent work with report folders, here are some Best Practices to keep in mind:
- use Profiles as the management tool for Admin, Super User and Power User Profiles
- use Permission Sets for key power users who are apart of a more general Profile -- so only specific users then have broad access across all or many folders
- use the Manager access right, per folder, for granular user management at the report or dashboard folder level.
Labels:
admin,
salesforce
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