Recently, in our Salesforce org, I created two public groups for two different departments. In this, I noticed one issue: both groups can view the reports for each other’s department.
To maintain the privacy and data security for both departments, we had to restrict access to the Salesforce reports that are specific to a department.
In this Salesforce tutorial, we will discuss how to restrict access to reports in Salesforce.
Restrict Report Access in Salesforce
In this example, we will restrict access to reports for the groups. For example, Group A will have access to Report folder A, and Group B will have access to Report folder B.
For that, we first need to create public groups by following the steps below.
Create Public Groups in Salesforce
On the setup page, go to the Quick Find box, search, and select Public Groups under the Users heading.
In the Public Groups setup page, click on the New button option to create a new Public Group.
On the next page, fill in the required information inside the page. First, specify the Label, Group Name, and the required Group Members.
To add members, we can add through Users, Roles, and existing Public Groups.
Here in this example, we are filling the label with the SBDC Reports.
Once we fill out all the details, click the Save button to create a new Public group in Salesforce Lightning.
Now, we can also follow the same steps to create another Public Group with a name-> CORP Group.
Create Report Folders With Restricted Access in Salesforce
Before we jump to the next phase, we should know how to create reports in Salesforce.
Once we have created the public groups in Salesforce, we can follow t