(Security and Access 13%) How folders can be used to organize and secure communication templates, dashboards, and reports Flashcards
Describe the use of folders to manage reports, dashboards, documents, and email templates. Identify the main features available for report and dashboard folders in Lightning Experience
what are folders used for?
store and organize reports, documents, dashboards, and email templates
Folders do not follow organization-wide defaults or the role hierarchy for sharing access.
True
Visibility to the contents of Document and Email Template folders can be shared with:
Users Public groups Roles Roles & subordinates Territories Territories & subordinates.
where do you search for folders?
Global search; allows users to search for records, apps, folders
how many levels can there be in a subfolder hierarchy
3
why would you use a subfolder?
to organize reports, dashboards into a logical structure
Folder sharing is at what level
the root level not the sublevel
where can subfolders be created and not created
in user created folders but not in the public or private folder
folders can be renames or deleted if?
it doesn’t contain any reports or dashboards
can reports and dashboards be moved between folders?
yes.
