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Vivek Pandey 102
Need to prevent user roles to see/Search Dashboard folder and it's content
Hi Friends,
We have a Dashboard folder in our org that is already shared with a user and three roles. This main folder has 3-4 sub folders who also have same setting. But it seems there are other user roles who cna access and search sub folders and it's content in Salesforce though it was not shared with them.
can anyone suggest how I can prevent/restrict them to access main folder>Sub Folders>It's content in Salesforce.
I checked the Dashboard folder access and it is not shared with those suer roles.
Thanks in Advance!!
We have a Dashboard folder in our org that is already shared with a user and three roles. This main folder has 3-4 sub folders who also have same setting. But it seems there are other user roles who cna access and search sub folders and it's content in Salesforce though it was not shared with them.
can anyone suggest how I can prevent/restrict them to access main folder>Sub Folders>It's content in Salesforce.
I checked the Dashboard folder access and it is not shared with those suer roles.
Thanks in Advance!!
As pointed in https://help.salesforce.com/s/articleView?id=sf.rd_folders_share_enhanced.htm&type=5 , point 2
From the Share With dropdown, select who you want to share with.
Are you able to select roles to which you want to grant access?
Thanks
But not sure why users who are not in same roles and in different roles still search/access it.
See related idea: https://ideas.salesforce.com/s/idea/a0B8W00000GdastUAB/control-report-and-dashboard-sharing-at-subfolder-level
If this information helps, please mark the answer as best. Thank you