Salesforce: How to Use Workbench to Mass Update Folder Permissions for Reports and Dashboards

Our users had wanted to update permissions for hundreds of report and dashboard folders in Salesforce. Rather than manually modifying the folder permissions through the Salesforce UI, we can mass update these permissions using the Metadata API through Workbench, an unofficial Salesforce tool.

My deepest gratitude to Roger Mitchell, our brilliant mentor, for the guidance.

These instructions are specific to MacOS X.

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How to Customize Groups in Salesforce Community Cloud

Ever wanted your Community Cloud groups on the Customer Service (Napili) template to look different from one another? With Salesforce’s Spring ’17 release, you can now customize individual groups! Specifically, you can customize components, actions, the publisher, and related lists in groups.

There wasn’t any documentation on how to actually do this. Unfortunately, it does take quite a few steps to customize your groups. It involves using Group Record Types and Page Variations in the Community Builder.

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