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Salesforce Visibility and Sharing

NOTE Users can only share campaigns for which they are listed as the owner. If you are a user in need of sharing other campaigns, reports, or dashboards, contact your eComm specialist for assistance.

Since eComm has hundreds of users across all four campuses, system, and Advancement, staying organized and protecting users' assets can be challenging. Luckily, Salesforce has built-in visibility and sharing rules that control who can access certain content and how certain content can be shared.

Visibility

Visibility of Salesforce Reports or Dashboards is controlled at the parent folder level. Salesforce Campaign permissions are assigned at the individual campaign level. If you or your user cannot access a Report, Dashboard, or Campaign, check permissions at the campaign or report/dashboard folder level.

Sharing Content with Other Users

REMINDER Much of eComm's sharing in Salesforce is accomplished through Public Groups. Learn more about Public Groups and how they are managed in our Public Groups wiki.

Sharing a Report Folder

  1. Navigate to the Reports tab
  2. Select All Folders listed on the left-hand side
    1. Find your Report Folder by scrolling or "Search all folders" in the top
  3. Click the carrot on the far right of the row with your Report Folder name
  4. Select Share from the dropdown
  5. In the new popup window, Share with Public Groups or UsersView Access
  6. Click Share, and then Done

Sharing Report Folders

Sharing a Dashboard

  1. Navigate to the Dashboards tab
  2. Select All Folders listed on the left-hand side
    1. Find your Dashboard Folder by scrolling or "Search all folders" in the top
  3. Click the carrot on the far right of the row with your Dashboard Folder name
  4. Select Share from the dropdown
  5. In the new popup window, Share with Public Groups or UsersView Access
  6. Click Share, and then Done

Sharing Dashboard Folders

Sharing a Campaign

  1. Search for your campaign in the Global Search bar at the top of the page
    1. Find your campaign by looking up the Event Name or Event Date in the YYYYDDMM format
  2. Click Sharing on the top right
  3. Navigate to Add New Permission
  4. Share with Public Groups or Users, Read Access
  5. Confirm by navigating to View/Edit Current Permissions
  6. Click Back

Sharing Campaigns