how to create a folder salesforce

• In the Salesforce CMS app, open the workspace (1) you want to add a folder to. Click Add Folder (2).
• Enter a name for the folder that doesn't have forward slashes or trailing or leading spaces. Click Create. The folder appears in the workspace.
• To add a child folder, click the folder title.
• Click Add Folder (1). Enter a name for the folder (2) and click Save (3).

Full Answer

How do I create a new folder in Salesforce?

Open the Salesforce Site.com Studio. Hit the All Site Content view under the Type Site list. Click on Create New Folder. Enter the new folder’s name. Hit Create. The new folder is now created and can be found on the folder tree’s topmost level.

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 Salesforce maps subfolder for my team?

Start by creating a subfolder for the sales team in the Corporate Folder. To learn more about folder structure recommendations complete the Salesforce Maps Configuration Badge. If you’re not currently in the Maps app, click and select Salesforce Maps. Select the Maps tab. If a Privacy Policy appears, select Dismiss.

How to add a folder to a workspace in Salesforce lightning experience?

Open the Digital Experiences app (previously named Salesforce CMS) from the App Launcher in Lightning Experience. In the Digital Experiences app (previously named Salesforce CMS), open the workspace (1) you want to add a folder to.

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 you a create a folder?

Creating New Files and FoldersOpen your computer's file manager (Finder on a Mac or Explorer on a Windows PC).Select Box.Navigate to the location in Box where you want to create the new folder.Right click in the folder where you would like to create the new folder.Select New Folder.

How do I create a folder in Salesforce Marketing Cloud?

To create a folder, right-click in the appropriate folder space and select Create Folder or New Folder, as applicable. Rename, move, or delete folders by right-clicking the folder's name.

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 can we create a file and folder?

Navigate to where you want to create the new folder, and click New Folder. Type the name of your folder, and press Enter. To save a document to the new folder, open the document, and click File > Save As, and then browse to the new folder, and click Save.

How do you create a folder and save it?

0:161:27How to Make a New Folder in Microsoft Word : Tech NicheYouTubeStart of suggested clipEnd of suggested clipSo here I am inside of word and I'm going to go to the office button and click file or the officeMoreSo here I am inside of word and I'm going to go to the office button and click file or the office button excuse me save as used to be underneath the file menu. And it brings up our default location

What is the best way to organize content builder folders?

0:492:12Email Studio & Content Builder - Organize your Content - YouTubeYouTubeStart of suggested clipEnd of suggested clipOptions you can organize assets by name type date created and date modified. Use our Actions menu toMoreOptions you can organize assets by name type date created and date modified. Use our Actions menu to select multiple items and then move or delete these in one step.

Where is the root folder in Salesforce?

Locating the Box for Salesforce Root Folder IDLog into Salesforce as a System Administrator.Navigate to Setup:Navigate to Develop > Custom Settings:Click on "Manage" next to Folder Details:Click on "Edit" next to "Salesforce":The "Salesforce" entry corresponds to info about your root folder (name and ID):

What are content blocks in Salesforce Marketing Cloud?

Use content blocks to create reusable modular content for messages. Manage content blocks in Content Builder. The create process leads you through creating content using the editor. The content created is used in your messages and managed in Content Builder.

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 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.

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.