Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Salesforce - Multiple Profiles

I am currently accessing Saleforce reports in Desktop and that is working fine. I now have to access some other Salesforce reports that are located on another Salesforce profile. I understand that Sa...
Need Help
metrica's avatar
metrica
Post Prodigy
3 months ago

Hi Anonymous,

 

There's a Salesforce concept worth clarifying: reports aren't determined solely by Profiles. Report access is a combination of:

 

  1. Folder sharing - the report's folder needs to be shared with your user (or a role/group your user belongs to)
  2. "Run Reports" permission - on your Profile or via a Permission Set
  3. Object/field access - your user needs read access to the underlying objects the report uses

 

The cleanest fix is usually via Permission Sets - ask your Salesforce admin to assign Permission Sets to your existing user that grant the missing access (folder sharing + relevant object permissions). Permission Sets layer on top of your existing profile without changing it.

 

If the report folders simply aren't shared with your user yet, that's the other half - the folder owner can share via Folder → Edit Sharing.

 

Cheers.