- Salesforce Lightning Reporting and Dashboards
- Johan Yu
- 144字
- 2021-07-15 17:13:31
Hands-on exercise for adding permission in a Profile
In this exercise, we are going to grant Create and Customize Reports permission to a custom Profile called Sales Ops. Assume that the profile has been created earlier.
- Click on the Setup gear icon in the top-left menu, as shown in the following screenshot:

- Click on Users from the left menu, then on the Profiles submenu.
- Find the profile name--in this exercise, we will use the Sales Ops profile (it may be different in yours)--then click on the Edit link before the profile name.
- Scroll down, and look for Create and Customize Reports permission. It is available under the Administrative Permissions section. Select the checkbox to grant permission. Consider the following screenshot:

- Click on the Save button and it is done.
All users within that profile will now be able to run the report.
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