Change Book Sharing Folder

By specifying a folder as a shared destination of the book, the book and included sheets can be viewed by other members in Salesforce.

To change the sharing folder for a book, follow these steps:

  1. On the right side of the book header, click to the right of "Share to" label and choose "Change Sharing Folder" menu item.

  2. Since the "Change Sharing Folder" dialog is displayed, select a sharing folder of the book and change the destination. By default, the following two folders can be selected as sharing destinations.

    • Private - Books in this folder can be accessed only from book owners

    • Organization - Books in this folder can be accessed from all internal users in the Salesforce organization

  3. If you want to add a new sharing folder in addition to the above, click the "Create New folder" link then "Create Folder" dialog will be displayed.

  4. Enter the name of the folder you want to create, add the appropriate groups / roles to the "Shared to Groups / Roles" list, and press the "Create" button.

  5. Again the "Change Sharing Folder" dialog is displayed, so select the newly created folder and click the "Apply" button.

  6. Make sure that a new folder has been created in the navigation menu and that the book has moved into the folder.

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