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.
Full Answer
How do I add a file to a Salesforce record?
The Add File button on the Files related list takes you to the file selector, where you can choose a Salesforce file or upload one. 3. The Files list gets all the love When we make improvements to the way you can attach files to records, the Files related list is where that happens.
How to enable folders in libraries in Salesforce?
Note To enable folders in a library, you need the “Manage Salesforce CRM Content” permission. Verify that you’re both a member of the library and have Library Administrator permission. You can also use SOAP API to enable folders in libraries. In libraries with more than 5,000 files, you can’t enable folders.
What are Salesforce files and how to use them?
And they’re not just any files—they’re Salesforce Files, which you can also access in Files home for collaboration, advanced sharing options, searching, and adding to libraries. 2. Upload files or select them from Salesforce
How to create a list of related objects in Salesforce?
You have to create another custom object. On the new object create new field of type lookup relation or master-detail to the first object. While creating this field you will be asked to add the related list to the first object layout choose yes. Now when you go to first object's record you will find the related list.
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”.
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.
How do I add a folder to a library in Salesforce?
Go to Files, Libraries, Owned By Me, and click New Folder. Permissions are assigned at the library level, making your folder structure a great way to manage who can work with files.
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 reports?
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 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 organize files in Salesforce?
On the Files tab, organize and access your files. Browse, search, and share external files right from Salesforce. Store files without attaching them to records. Organize, share, search, and manage all types of files within your organization.
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 dashboard folder in Salesforce Classic?
Click Go To Dashboard List. Click New Dashboard. To modify an existing dashboard, click its name from the list. Customize your dashboard and click Save.
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 do I create a shared folder in Salesforce?
next to the New Folder button, and select Share. From the Share With dropdown, select who you want to share with. For Name, enter the name you want to match. The name must match the category (such as user, group, or role).
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.
Off-brand Salesforce uses?
Hey guys, interested to hear about off-brand uses of Salesforce, i.e. processes that your company has set up that aren't quite covered by the Salesforce feature set, but that you make it work anyways.
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Just took the Platform App Builder exam and passed. Only barely. Here is what I experienced (YMMV):
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Hey Everyone, I’m thinking about switching careers as a ER Nurse to become SF Administrator and follow Bradley Rice’s recommendation because of the pay and being able to spend more time at home with my wife and kids.
What if, someday, I'd like to switch to a developer job outside of the salesforce ecosystem?
I am a junior developer who just started a new adventure as a salesforce developer. Before this, I have been working for 2.5 years as a marketing cloud analyst/developer, and my skills are not very transferable to the outside world.
Salesforce Development Tutorial (LWC): How to use Data Attributes in Lightning Web Components to pass data from the HTML Template to the JavaScript Controller
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What should I do for work?
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What is Salesforce Files?
1. All Salesforce Files, all the time. The Files related list has nothing but files in it. The Notes & Attachments related list can contain a mix of notes, attachments, and files, but the Files list is all about files. And they’re not just any files—they’re Salesforce Files, which you can also access in Files home for collaboration, ...
Can you upload files to Salesforce?
Upload files or select them from Salesforce. With the Files related list, you can either upload a file or select one from files already in Salesforce (which includes files in libraries and connected files in external repositories, such as Box and Google Drive).
Is the Notes and Attachments related list still around?
When we make improvements to the way you can attach files to records, the Files related list is where that happens. The Notes & Attachments related list is still around for now, but it won’t be getting the shiny new features and functionality.
Can you add attachments to Salesforce records?
When you add an attachment to a record, it exists only in the context of the record. You can’t get to it anywhere else in Salesforce. When you add a file to a record, you can use that file and access or share it outside of the record. Attachments will eventually be deprecated and are read-only in Lightning Experience. Switching to the Files related list avoids confusion and ensures that your users can only add Salesforce Files (not attachments), regardless of whether they’re using Lightning Experience or Salesforce Classic.
