Salesforce Sharing and Visibility Certification Practice Exam

What should be utilized to manage who can see and edit reports in a shared folder?

1. Folder permissions

2. User profile settings

3. Role hierarchy

4. Public group settings

The correct answer is: Folder permissions

To manage who can see and edit reports in a shared folder, folder permissions are the appropriate choice. This feature allows administrators to set specific access levels for different users or groups regarding what they can do with the reports contained within that folder. Folder permissions are structured to provide fine-grained control, enabling the assignment of read-only, edit, or no access at all for a particular user or group with respect to that folder. This is crucial for maintaining data security and ensuring that sensitive reports are only accessible to designated individuals. While user profile settings dictate broader access and permissions across the entire Salesforce instance, they do not provide the same level of granularity for specific reports or folders. Role hierarchy manages access based on the organizational structure, determining visibility through the positioning of users within that structure but does not specifically address the handling of reports in shared folders. Public group settings can help assemble users for collaboration, but without the explicit permissions tied to folder access, they are insufficient to control the visibility and editability of reports adequately. Utilizing folder permissions offers the necessary tools to effectively manage who can interact with reports in ways that align with the organization's privacy and accessibility policies.