Salesforce Platform App Builder Certification Training - Sharing Reports

The video tutorial covers the process of sharing reports and dashboards, emphasizing the importance of using folders for organization and security. It explains how to share reports by selecting user roles and setting access levels, and discusses advanced sharing options, including managing capabilities and sharing with public groups.

Why can't reports be shared directly with other users?

• Because they are too large to send

• Because they need to be in a shared or public folder

• Because they are confidential

• Because users need special software to view them

What is the main challenge of keeping reports in a public environment?

• Reports become outdated quickly

• It becomes difficult to organize them

• Users cannot access them

• They take up too much storage space

How are folders compared to in terms of organization?

• A locked safe

• A disorganized filing cabinet

• A cluttered desk

• A digital library

What can you do on the folder's detail page?

• Delete the folder

• Move the folder to another location

• Share the folder and manage access

• Rename the folder

What happens if you give manage access to a folder?

• The folder becomes read-only

• The folder can be shared and managed by the recipient

• The folder can be deleted by anyone

• The folder is locked for editing