Create Report and Dashboard Folders | Create Reports and Dashboards for Sales & Marketing Mngr | C1
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Create Report and Dashboard FoldersYou've
Create Report and Dashboard Folders
You've received a lot of requests from various stakeholders to analyze data in Salesforce. How do you keep it all organized? Start by creating the necessary folders that can be shared with various team members.
Create a new report folder called Global Sales Reports.
If you're not currently in the Sales app, click the App Launcher App Launcher icon and select Sales.
Click the Reports tab.
Click New Folder and enter the details.
Note: If the New Folder button is not present, it is recommended you create a new Trailhead Playground.
For Folder Label, enter Global Sales Reports.
Click in the Folder Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this folder isn't checked.
Click Save.
Repeat steps 3-6 to create the following folders as subfolders under the Global Sales Report folder:
Admin Lightning Experience Reports
Marketing Reports
Adoption Reports
Create a new dashboard folder called Global Sales Dashboards:
Click the Dashboards tab.
Click New Folder and enter the details.
For Folder Label, enter Global Sales Dashboards.
Click in the Folder Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this folder isn't checked.
Click Save.
Share all the new folders with the Sales team:
Click Created by Me under Folders.
Click the arrow Down arrow icon to the right of the Global Sales Dashboards folder, and select Share from the menu.
From the Share With dropdown, select Role and Subordinates.
In the Search Roles... box enter and select Channel Sales Team, Eastern Sales Team, and Western Sales Team.
Leave Access as View, and click Share.
Share folder options
Click Done to close the Share Folder pop-up.
Click the Reports tab, and click Created by Me under Folders.
Repeat steps 2-6 to share the Global Sales Reports folder. Note that the subfolders Admin Lightning Experience Reports, Marketing Reports, and Adoption Reports will automatically be shared with the same teams as their parent folder.
#Salesforce #Trailhead #ISTAMPERS
You've received a lot of requests from various stakeholders to analyze data in Salesforce. How do you keep it all organized? Start by creating the necessary folders that can be shared with various team members.
Create a new report folder called Global Sales Reports.
If you're not currently in the Sales app, click the App Launcher App Launcher icon and select Sales.
Click the Reports tab.
Click New Folder and enter the details.
Note: If the New Folder button is not present, it is recommended you create a new Trailhead Playground.
For Folder Label, enter Global Sales Reports.
Click in the Folder Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this folder isn't checked.
Click Save.
Repeat steps 3-6 to create the following folders as subfolders under the Global Sales Report folder:
Admin Lightning Experience Reports
Marketing Reports
Adoption Reports
Create a new dashboard folder called Global Sales Dashboards:
Click the Dashboards tab.
Click New Folder and enter the details.
For Folder Label, enter Global Sales Dashboards.
Click in the Folder Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this folder isn't checked.
Click Save.
Share all the new folders with the Sales team:
Click Created by Me under Folders.
Click the arrow Down arrow icon to the right of the Global Sales Dashboards folder, and select Share from the menu.
From the Share With dropdown, select Role and Subordinates.
In the Search Roles... box enter and select Channel Sales Team, Eastern Sales Team, and Western Sales Team.
Leave Access as View, and click Share.
Share folder options
Click Done to close the Share Folder pop-up.
Click the Reports tab, and click Created by Me under Folders.
Repeat steps 2-6 to share the Global Sales Reports folder. Note that the subfolders Admin Lightning Experience Reports, Marketing Reports, and Adoption Reports will automatically be shared with the same teams as their parent folder.
#Salesforce #Trailhead #ISTAMPERS
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