Sharing and Visibility

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Salesforce

Share a Report or Dashboard Folder in Salesforce Classic

Enhanced folder sharing is the default option for all orgs created after the Summer ’13 Salesforce release. If you have...
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Considerations for Account Access via Teams

Access Accounts and Related Records Your Salesforce admin sets default access to accounts and related records. T...
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Who Can See My File?

Type Your files in Salesforce can be private to you, privately shared, or visible to your entire company. Learn how to ...
Salesforce

A Guide to Sharing Architecture (Salesforce, Winter ’24)

Type of Data Access Record-level security lets you give users access to some object records, but not others. As with...
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