How to create folders in salesforce

Creating a New Salesforce Folder

• Open the Salesforce Site.com Studio.
• Click on the Overview tab.
• Hit the All Site Content view under the Type Site list.
• Click on Create New Folder.
• Enter the new folder’s name.
• Hit Create.

Full
Answer

How to create a folder in Salesforce site studio?

1 Open the Salesforce Site.com Studio. 2 Click on the Overview tab. 3 Hit the All Site Content view under the Type Site list. 4 Click on Create New Folder. 5 Enter the new folder’s name. 6 Hit Create.

What is a Salesforce folder and how to use it?

What are Folders? Like the usual filing tool used in everyday office works, a Salesforce folder holds important reports, dashboards, and data found on the company’s Salesforce org. Access, content, and modification of these folders can be controlled by the Salesforce admins.

How do I create a sales team folder in Salesforce?

Select Folder. For Folder Name, enter Sales Team. Click Done. Sales users have the Standard User Profile in Salesforce. To ensure they will have access to the marker layers in the Sales Team folder, give users with the Standard User Profile read only access, as follows.

How do I edit an existing Salesforce folder?

Existing Salesforce folders can be edited to suit the needs and preferences of its users. To change folder settings, follow these steps: Enter a page that mostly lists folders. Alternatively, go to the Documents tab to view and access document folders. Select the folder that needs editing and click Edit.

How do I create a folder in Salesforce lightning?

You can create report and dashboard folders in Lightning Experience….On the Reports or Dashboards tab, click New Folder.Name the folder. The folder name must be unique across all report and dashboard folders.Click Save.

How do I create a folder in Salesforce report?

Create a Folder for Article ReportsIn the Report Folder section of the Reports tab, click Create New Folder.Enter Article Reports in the Folder Label field.Optionally, modify the Group Unique Name .Choose a Public Folder Access option. … Choose a folder visibility option.Click Save.

How do I create a folder within a folder in Salesforce?

On the Reports or Dashboards tab, open the folder you’re working with. Click New Folder. Name the subfolder. The name must be unique.

How do I manage folders in Salesforce?

Managing FoldersTo access report and dashboard folders, click the Reports or Dashboards tab.To access document folders in Salesforce Classic, click the Documents tab.To access library folders in Lightning Experience, click the Files tab, and then click Libraries.More items…

How do I Create a folder in a document object in Salesforce?

Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.Enter a Folder Label . … Choose a Public Folder Access option. … Select an email template and click Add to store it in the new folder. … Choose a folder visibility option: … Click Save.

How do I Create a folder in Apex?

You cannot create folders via apex. You have to create it in SFDC via setup , and query that in apex for id. You can’t do it in a unit test either. And unless you use SeeAllData, you cannot query for folders either.

Can you Create subfolders in Salesforce?

Creating a subfolder is just like creating a regular folder. Go into the report or dashboard folder where you want to create the subfolder, and click New Folder. Name the folder, and click Save. Et voila!

Can you add folders to the files in Salesforce?

Here is the podium to one of many mysteries of Salesforce. Put simply this article answers the following question: Is there a way to create folders within the files tab in order to manage files uploaded there? The short answer “yes, click New Folder button”.

How do I Create a folder in Salesforce dashboard?

On the Reports or Dashboards tab, click New Folder.Name the folder. The folder name must be unique across all report and dashboard folders.Click Save.

How do I give access to a folder in Salesforce?

Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. … Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.

How do I create a folder in marketing cloud?

Folders in Marketing CloudNavigate to Email Studio >> Content Builder. On the left panel folders are listed.To add a new folder: Right click the top, Content Builder folder. Select Create Folder in the dropdown.

How do I grant access to a folder in Salesforce?

In Salesforce Maps, click Layers | Saved.Select Corporate.Right-click the folder that you want to set permissions for. Then, click Edit Permissions.To add a permission, click Create New | User or Create New | Profile. … Set the permissions that you want to grant to your user or profile.

What are Folders?

Like the usual filing tool used in everyday office works, a Salesforce folder holds important reports, dashboards, and data found on the company’s Salesforce org. Access, content, and modification of these folders can be controlled by the Salesforce admins.

Creating a New Salesforce Folder

Start organizing the org’s data collections by creating folders to place them in. Here are some simple steps to follow in making a new folder.

Editing a Salesforce Folder

Existing Salesforce folders can be edited to suit the needs and preferences of its users. To change folder settings, follow these steps:

Introduction

Your company is planning its quarterly customer visits to Salesforce accounts with open opportunities. This is time-consuming if you have to comb through the account records, find the location of each customer, and then schedule meetings in the most efficient way possible.

Benefits of Marker Layer Builder

As outlined in the Salesforce Maps Layers badge, the Marker Layer Builder allows for:

Marker Layer Folders

In this project, you get hands-on practice building a marker layer for a sales user in Salesforce Maps. But, before you create a marker layer for sales users, let’s get organized and ensure users have access to relevant marker layers. In this case, create a folder for the sales team. All sales related marker layers will be stored in that folder.

Sign Up for a Developer Edition Org with Salesforce Maps

To complete this module, you need a special Developer Edition org that contains Salesforce Maps and sample data. Get the free Developer Edition and connect it to Trailhead now so you can complete the challenges in this module. Note that this Developer Edition is designed to work with the challenges in this badge, and may not work for other badges.

Create Marker Layer Folders

Start by creating a subfolder for the sales team in the Corporate Folder.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

Introduction

Imagine trying to comb through your Salesforce data to figure out what percentage of your opportunities had been closed this year. After a few hundred clicks, you would get pretty frustrated. Luckily, there are Salesforce reports and dashboards to make your life easier.

Benefits of Reports and Dashboards

You and your sales and marketing managers benefit from reports and dashboards in these ways:

Your Stakeholders’ Reporting Needs

In this project, you’ll get hands-on practice building reports and dashboards on the Salesforce platform from start to finish. Let’s see the reports and dashboards you’ll build for each of your stakeholders to track key business information.

Follow Along with Trail Together

Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live. You can find a link to the full session in the Resources section.

Create Report and Dashboard Folders

You’ve received a lot of requests from various stakeholders to analyze data in Salesforce. How do you keep it all organized? Start by creating the necessary folders that can be shared with various team members.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.