Subfolders can be created only in user created folders. You can't create a subfolder in your Private folder or the Public folder. Click to see full answer. Keeping this in view, how do I create a subfolder in Salesforce lightning? Create a Report or Dashboard Subfolder in Lightning Experience
Full Answer
Can you create subfolders in Salesforce Lightning?
Can you create subfolders in Salesforce? Subfolders can be created only in user created folders. You can't create a subfolder in your Private folder or the Public folder. Click to see full answer. Accordingly, how do I create a subfolder in Salesforce lightning?
How to embed box folder in Salesforce?
Locate the Box folder you want to embed in Salesforce. Then follow these instructions to generate an embed code. Keep this window or tab open in your browser; later on you will need to copy and paste it.
Is it possible to create folders within folders in Salesforce library?
To be able to create a hierarchical content structure within the salesforce library it is necessary to be able to create folders within folders. Is this possible or what is the best work around? Show activity on this post. See new app Folderize on AppExchange.
How to add box functionality to Salesforce objects?
Next, you should add Box functionality to Salesforce objects. The Box for Salesforce integration supports the following Salesforce standard objects in both Classic and Lightning: Go to the page of the Salesforce object in which you want to embed Box. In this example we'll use the Salesforce Account.
Can you create subfolders in box?
Leverage Folder Structure for Organization and Collaboration If a person needs access to a single file within a folder you have within Box you can create a subfolder with the person and document name and add them as the appropriate level of Collaborator.
How do I add a subfolder to a box?
Follow the steps below to create a new folder:Click New, and from the menu that displays click New Folder. ... Enter the folder name.(Optional) To enable others to access this folder, enter the email addresses of each person to whom you want to grant access.More items...•
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!
How can we create a folder under salesforce files?
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 you create a subfolder within a folder?
Create a subfolderClick Folder > New Folder. Tip: You can also right-click any folder in the Folder Pane and click New Folder.Type your folder name in the Name text box. ... In the Select where to place the folder box, click the folder under which you want to place your new subfolder.Click OK.
Which is better subdomain or subfolder?
Subdomains can provide organization and structure to your site if you have a lot of different, but important content to share. Subdirectories can be helpful for smaller websites that don't have a large variety of content.
Can you create folders in Salesforce?
To create new folders: In the All Site Content view on the Overview tab, click New Folder. Type in the folder name. Click Create.
Can we create folders in Salesforce?
Creating a New Salesforce Folder 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.
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 move a subfolder in Salesforce?
Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.On the Reports tab list view, click and hold an item.Drag the item to its destination folder in the Folders pane.
How do I share a subfolder in Salesforce?
A subfolder can only be shared to the same or a subset of business units that its parent was shared to....Create a Shared SubfolderRight-click on the Shared Content folder or any other folder.Select Create Sub Folder.Name the folder.Select the business units that can access all content created or moved in that folder.
What are private folders in Salesforce?
A private folder is a special folder available for each Salesforce user, and is also known as the My Personal Custom Reports folder for a report folder. For dashboards, it is called My Personal Dashboards (in Classic), or Private Dashboards (in Lightning Experience).
How to configure Box integration in Salesforce?
You adjust settings and configure the integration from the Box Settings page. Log into Salesforce as a Salesforce admin, and then go into Box and click the Box Settings tab. If this tab does not display, click + and search in the All Tabs page.
How many Box accounts are needed for Salesforce?
You must have two Box accounts before you can install the Box for Salesforce integration: A Box service account, This can be any managed user, unless you have enabled the Restrict Content Creation enterprise setting. If you've enabled this setting, the service account must be either: the primary admin, or.
What happens when you select an object to convert lead folders?
When you select an object to convert lead folders, the record-specific folder automatically moves and inherits the new object naming convention. For example, a Lead converts to a Contact. If you click Do not move folders, the existing lead folder remains as a private folder within the Salesforce root-level folder.
What is box user?
A Box user account, to link an individual's Salesforce and Box accounts. Note. The service account and user account must be discrete accounts, and both also must be managed users in your enterprise. You cannot log in with the same account in both places.
Is there an extra charge for Box for Salesforce?
The Box for Salesforce integration is available at no extra charge for joint Box Enterprise/Salesforce customers. To get the integration, contact your Box Customer Success Manager or visit the Box for Salesforce integration page on the Salesforce App Exchange.
Can you use Salesforce as a model?
This setting enables you to use Salesforce access as a model whenever you update access to record-specific folders. This removes collaborators who gain access to record content through the integration via Box despite losing access to a given record in Salesforce.
