Share Files, Reports, and Dashboards in Salesforce Lightning

Learn to share files, reports, and dashboards in Salesforce Lightning Experience with this comprehensive course! This module builds upon previous lessons covering data sharing across user groups and roles, as well as team sharing, to focus on practical sharing techniques within your Salesforce organization.

You'll gain a solid understanding of how to effectively share files securely with colleagues. Discover the process of uploading files and controlling their visibility – choosing between public and private sharing options.

Next, master the art of sharing reports and dashboards using Salesforce folders. Learn how to grant access to key insights and visualizations to the right people.

This course will equip you with the knowledge to securely share data throughout your Salesforce org. By the end, you'll be prepared to confidently manage access and are well-positioned to succeed on the Salesforce Certified Sharing and Visibility Designer exam. Specifically, you'll learn about the different components you can share with internal users and how to leverage Salesforce features for optimal data accessibility.