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.
- In 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 report in Salesforce?
Create Report and Dashboard Folders 1 If you're not currently in the Sales app, click the App Launcher and select Sales. 2 Click the Reports tab. 3 Click New Folder and enter the details. ... 4 For Folder Label, enter Global Sales Reports. 5 Click in the Folder Unique Name text box to auto-populate the unique name. ... 6 Click Save. More items...
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.
How do I share reports between teams in Salesforce?
Click the Reports tab, and click Created by Me under Folders. Repeat steps 2-6 to share the Global Sales Reports folder. Note that the subfolders Admin Lightning Experience Reports, Marketing Reports, and Adoption Reports will automatically be shared with the same teams as their parent folder.
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 report 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.
Can you create subfolders in Salesforce reports?
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 private report folder 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.
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 you create a folder 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 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 move a report folder 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.
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).
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):
How do I manage a report folder 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...
Where do you save the reports in Salesforce?
Schedule Reports. Verify the name, description, and folder, then choose where to go next: Click Save to save the report and go to the Reports home page. Click Save & Return to Report to save it and go back to the report run page.
How do I create a dashboard and report in Salesforce?
Create a DashboardClick the Dashboards tab.Click New Dashboard... button.Name the dashboard as Construction and click on Create.Click the +Component button on the top of the page and select the Supplies report.Select the Vertical Bar Chart component and click Add.Click the Save button and then Done.
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.
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:
