Sharing a report in Salesforce is a straightforward process. The steps below outline how to share a report with other users in your organization:
- Navigate to the report that you want to share.
- Click on the “Share” button located at the top of the report.
- Choose the sharing option that best suits your needs. You can choose to share the report with specific users or groups, make it public, or keep it private.
- If you choose to share the report with specific users or groups, you can choose the level of access that they will have to the report. The available access levels include “View,” “Edit,” and “Manage.”
- Click “Add” to add the users or groups with whom you want to share the report.
- Once you have finished selecting your sharing options, click “Save” to save your changes.
- Your report is now shared with the selected users or groups, and they will be able to access it according to the access level that you have granted them.
Also Know: How To Merge Contacts In Salesforce
Sharing a report in Salesforce is a simple process that can be accomplished in just a few steps. By following the above steps, you can ensure that your report is shared with the right people and that they have the appropriate level of access.
