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Sales operations at Universal Containers (UC) has created Public Reports and Dashboards folders for sales managers. Sales operations and sales managers report to the VP of Sales. Sales operations currently spends a few hours each month updating users that should have access to edit reports and dashboards in these folders. How should UC grant access to sales managers to automate access to these Public Reports and Dashboards folders?
Comprehensive and Detailed 150 to 250 words of Explanation From Platform Sharing and Visibility Architect/Course Guide/topics:
A public group provides the cleanest reusable security boundary for report and dashboard folder access. UC can create a Sales Managers public group and maintain the appropriate managers as members, then grant that group the required folder access. Folder sharing remains attached to the group instead of being maintained user by user, which removes the recurring monthly administration described in the scenario. Enhanced folder sharing supports audiences such as users, roles, territories, and public groups, with the folder access level determining whether members can view, edit, or manage the content. Profiles are not the normal sharing target for public report and dashboard folders, so changing a profile does not solve the folder-membership problem. The role hierarchy also should not be treated as though folder access automatically rolls upward in the same way as record access. Folder security is a separate authorization layer. Public groups are particularly effective when a functional population must receive identical access even though membership changes over time. Study Guide reference: Access to Other Data - report and dashboard folders, enhanced folder sharing, public groups, analytics permissions, and scalable administration.
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