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Report and Dashboard Folder Customization

Overview​

This document describes the Netwrix customizations for Salesforce types ReportFolder and DashboardFolder.

Detailed Customization Description​

1. Folder Types​

  • Report Folders: Contain Salesforce reports
  • Dashboard Folders: Contain Salesforce dashboards
  • Folders can be shared with users or public groups
  • Supports hierarchical folder structures with subfolders

2. Detection Mechanism​

  • Changes detected during Netwrix daily scan
  • Frequency depends on configured scan schedule
  • Folders can have relationships with:
    • Groups/Roles through access permissions
    • Other folders (parent-child relationships)

Related Objects

4. Metadata Information​

  • Includes:
    • Customization name
    • Salesforce type
    • Package details
    • Active/Managed status
    • Creation and modification timestamps

Metadata Information

5. Folder Sharing Settings​

  • Access levels:
    • View access
    • Manage access
  • Sharing settings apply to all subfolders
  • Can be granted to:
    • Individual users
    • Public groups
    • Roles

Folder Sharing Settings

Folder Sharing Settings

Folder Sharing Settings

6. Change Logging​

  • Tracks changes to access permissions
  • Logs include:
    • Who made the change
    • Timestamp of change
    • Type of modification (add/modify/remove)

7. Metadata Storage​

  • XML attachment stores:
    • Folder structure details
    • Access levels for users, groups, and roles

Metadata Storage

References​