Effectively sharing Salesforce reports with Experience users requires careful attention to security, performance, and governance. This guide provides detailed steps for implementing a secure report sharing framework that maintains data integrity while enabling meaningful insights for external users.
Configure your Experience site:
In Experience Workspaces:
1. Navigate to Administration
2. Enable Reports and Dashboards
3. Add Reports tab to navigation
4. Set component visibility
5. Configure access settings
Experience users must have these key permissions configured:
Create dedicated folders:
Navigate to Setup > Folders > New Report Folder
– Select “Public Groups” for Folder Access
– Enable Experience user sharing
– Add appropriate Experience user groups
Enable sharing settings:
From the Reports tab:
– Click Share on target folder
– Add Experience users/groups
– Set View or Edit access as needed
Before implementing report sharing, ensure you have:
Deploy these critical security measures:
Ensure optimal report performance by:
Access Problems:
Performance Issues:
Data Visibility:
Maintain strong governance through:
Implement ongoing monitoring:
For specialized assistance with your Salesforce Experience Cloud report sharing implementation, contact SOLVD.cloud’s certified consultants. Our expertise ensures your reporting solution maintains the highest security standards while delivering optimal performance for your Experience users.
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