how to create folder in 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 to create a folder in Salesforce site studio?

1 Open the Salesforce Site.com Studio. 2 Click on the Overview tab. 3 Hit the All Site Content view under the Type Site list. 4 Click on Create New Folder. 5 Enter the new folder’s name. 6 Hit Create.

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 sales team folder in Salesforce?

Select Folder. For Folder Name, enter Sales Team. Click Done. Sales users have the Standard User Profile in Salesforce. To ensure they will have access to the marker layers in the Sales Team folder, give users with the Standard User Profile read only access, as follows.

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 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 within a folder in Salesforce?

On the Reports or Dashboards tab, open the folder you're working with. Click New Folder. Name the subfolder. The name must be unique.

How do I create a 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 you create a new folder?

Create a folderOn your Android phone or tablet, open the Google Drive app.At the bottom right, tap Add .Tap Folder.Name the folder.Tap 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.

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”.

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.

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 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 add files to a folder?

You can upload, view, share, and edit files with Google Drive....Upload & view filesOn your Android phone or tablet, open the Google Drive app.Tap Add .Tap Upload.Find and tap the files you want to upload.View uploaded files in My Drive until you move them.

What is the difference between file and folder?

A file is the common storage unit in a computer, and all programs and data are "written" into a file and "read" from a file. A folder holds one or more files, and a folder can be empty until it is filled. A folder can also contain other folders, and there can be many levels of folders within folders.

How do you create a folder and rename it?

Click the Organize button on the toolbar, and then click New folder. Right-click a blank area of the window, and then click New folder. With the New Folder name selected, type a new name. Press Enter.

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.