---
title: "Setup step 4: Share reports and dashboards"
slug: "/help/integrations/salesforce/setup-4-share-reports"
last_updated: "2025-05-21T18:14:56Z"
zendesk_id: 24101842651795
zendesk_url: "https://help.walnut.io/hc/en-us/articles/24101842651795-Step-4-Sharing-Walnut-Reports-and-Dashboards"
locale: "en-us"
category: "Connect and Optimize"
section: "Setup Guide"
product: "integrations"
topic: "salesforce"
displayed_sidebar: "integrationsSidebar"
sidebar_position: 6
tags: ["salesforce","walnut app for salesforce","integrations","crm","dashboards","salesforce reports","reports"]
pagination_prev: "help/integrations/salesforce/setup-3-app-permissions"
pagination_next: "help/integrations/salesforce/setup-5-configure-objects"
---

Efficient collaboration and transparency within your organization are vital for successful business operations. To ensure that all members of your organization have access to reports and dashboards, Walnut provides a straightforward folder sharing feature. 

### Sharing Walnut Reports

Click the settings icon ![Screenshot 2023-12-18 at 11.44.31.png](pathname:///images/50bedbb9bdaa078a.png) in the top left corner and look up **Reports**.

![](pathname:///images/7f2e832a144b3360.png)

Within the Reports section, navigate to the **All Folders** tab.

-   Search **Walnut Reports**
-   ![](pathname:///images/f8e8f59d9b76324e.png) Open the drop down menu in the far right and click **share**

![](pathname:///images/099c996cdbda4a9a.png)

Choose to share with **Public Groups.**

-   Specify the group as **All Internal Users**
-   Assign **access** accordingly (view, edit, or manage)
-   Click **Done**

![](pathname:///images/998e487376b4c87d.png)

### Sharing Walnut Dashboards

Click the settings icon ![Screenshot 2023-12-18 at 11.44.31.png](pathname:///images/50bedbb9bdaa078a.png) in the top left corner and look up **Dashboards**.

![](pathname:///images/5fb52d9c78308a08.png)

Within the **Dashboards** section, navigate to the **All Folders** tab.

-   Search **Walnut Dashboards**
-   ![](pathname:///images/f8e8f59d9b76324e.png) Open the drop down menu in the far right and click **share**

![](pathname:///images/7f932666e59dc56e.png)

Choose to share with **Public Groups.**

-   Specify the group as **All Internal Users**
-   Assign **access** accordingly (view, edit, or manage)
-   Click **Done**

![](pathname:///images/ee1fa11653affde6.png)