Share Files, Reports, and Dashboards in Salesforce Lightning

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Sara Morgan Nettles

33:17

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01. Course Overview

01. Course Overview.mp4

01:56

02. Salesforce Collaboration Elements

02. Welcome to the Series.mp4

01:45

03. Introducing Globomantics.mp4

02:07

04. Sharing Collaboration Resources.mp4

01:43

03. Sharing Salesforce Files

05. Work with Salesforce Files.mp4

02:59

06. Upload Salesforce Files to Opportunities.mp4

03:05

07. Work with Files Home.mp4

03:01

08. Work with Private Files.mp4

04:27

04. Sharing Salesforce Reports and Dashboards

09. Work with Reports and Dashboards.mp4

02:03

10. Work with Folders.mp4

05:03

11. Work with System Permissions.mp4

02:08

12. Wrapping Up.mp4

03:00

Description

This course will help you prepare for the Salesforce Certified Sharing and Visibility Designer exam. Using a real-world scenario involving a global company you will learn how to share files, along with reports and dashboards.

What You'll Learn?

This learning path has covered sharing data across users groups and roles, along with setting up team sharing. It is now time to cover sharing files, reports, and dashboards in Lightning Experience. In this course, Share Files, Reports, and Dashboards in Salesforce Lightning, you will learn how to successfully share files, reports and dashboards in your Salesforce org. First, you will learn about the components that can be shared with people within your company. Next, you will explore how files can be uploaded and shared, or kept private. Finally, you will discover how to share reports and dashboards using folders. By the end of this course, you will know how to securely share all of these things with other users in your Salesforce org, and set yourself up for success with the Salesforce Certified Sharing and Visibility Designer exam.

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Salesforce Lightning

Sara Morgan Nettles

Instructor's Courses

Sara Morgan Nettles is a Certified Salesforce Platform II developer, who began her software development career twenty years ago working primarily with Microsoft technologies. She now focuses on sharing her knowledge of developing modern web applications on the Salesforce platform. She has authored numerous books and articles, as well as being a regular speaker at Dreamforce.

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.