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| 1 | +# Report and Dashboard Folder Customization |
| 2 | + |
| 3 | +## Overview |
| 4 | +This document describes the Strongpoint customizations for Salesforce types ReportFolder and DashboardFolder. |
| 5 | + |
| 6 | +## Detailed Customization Description |
| 7 | + |
| 8 | +### 1. Folder Types |
| 9 | +- **Report Folders**: Contain Salesforce reports |
| 10 | +- **Dashboard Folders**: Contain Salesforce dashboards |
| 11 | +- Folders can be shared with users or public groups |
| 12 | +- Supports hierarchical folder structures with subfolders |
| 13 | + |
| 14 | +### 2. Detection Mechanism |
| 15 | +- Changes detected during Netwrix daily scan |
| 16 | +- Frequency depends on configured scan schedule |
| 17 | + |
| 18 | +### 3. Related Objects |
| 19 | +- Folders can have relationships with: |
| 20 | + - Groups/Roles through access permissions |
| 21 | + - Other folders (parent-child relationships) |
| 22 | + |
| 23 | + |
| 24 | + |
| 25 | +### 4. Metadata Information |
| 26 | +- Includes: |
| 27 | + - Customization name |
| 28 | + - Salesforce type |
| 29 | + - Package details |
| 30 | + - Active/Managed status |
| 31 | + - Creation and modification timestamps |
| 32 | + |
| 33 | + |
| 34 | + |
| 35 | +### 5. Folder Sharing Settings |
| 36 | +- Access levels: |
| 37 | + - View access |
| 38 | + - Manage access |
| 39 | +- Sharing settings apply to all subfolders |
| 40 | +- Can be granted to: |
| 41 | + - Individual users |
| 42 | + - Public groups |
| 43 | + - Roles |
| 44 | + |
| 45 | + |
| 46 | + |
| 47 | + |
| 48 | + |
| 49 | + |
| 50 | + |
| 51 | + |
| 52 | +### 6. Change Logging |
| 53 | +- Tracks changes to access permissions |
| 54 | +- Logs include: |
| 55 | + - Who made the change |
| 56 | + - Timestamp of change |
| 57 | + - Type of modification (add/modify/remove) |
| 58 | + |
| 59 | +### 7. Metadata Storage |
| 60 | +- XML attachment stores: |
| 61 | + - Folder structure details |
| 62 | + - Access levels for users, groups, and roles |
| 63 | + |
| 64 | + |
| 65 | + |
| 66 | +## References |
| 67 | +- Additional Information: https://docs.netwrix.com/docs/platgovsalesforce/customizations/understanding_customization_record |
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