how to create a new folder 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

What is a Salesforce folder and how to create one?

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. Start organizing the org’s data collections by creating folders to place them in.

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 new folder?

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).

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 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 new folder in?

Method #1: Create a new folder with a keyboard shortcutNavigate to the location where you want to create the folder. ... Hold down the Ctrl, Shift, and N keys at the same time. ... Enter your desired folder name. ... Navigate to the location where you want to create the folder.Right-click on a blank space in the folder location.More items...•

How do I create a new dashboard folder in Salesforce?

Create a new dashboard folder called Global Sales Dashboards:Click the Dashboards tab.Click New Folder and enter the details.For Folder Label, enter Global Sales Dashboards .Click in the Folder Unique Name text box to auto-populate the unique name. ... Click Save.

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 you create a folder and save it?

1:375:13Windows 10 - Create a Folder - How to Make New File ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo what I'm gonna do is right-click. In any of the blank. Space ok now keep in mind you can't clickMoreSo what I'm gonna do is right-click. In any of the blank. Space ok now keep in mind you can't click in any of this area up here because it'll actually activate whichever one you are on. Okay. So we

How do you create a new file?

How do I create a file on a computer? Right click anywhere on your desktop or inside an Explorer window, then highlight New. Select the new file type you want, and click it. If you want to create a new file of a type not included in this list, you'll have to create it from within the program you're using.

How do I create a subfolder 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 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.

What is report folder in Salesforce?

Use report and dashboard folders to organize your reports and dashboards. To share reports and dashboards, you share the folder, not the report or dashboard itself.

How do I create a folder in Salesforce Content Builder?

To create a folder, right-click the existing folder and click Create Folder. Give your folder a name, and you're ready to go. Use this same menu to delete, rename, or move folders in Content Builder.

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 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.

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.