how to create public folder in salesforce

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.

Full Answer

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 new folders in 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. Don't worry, the unique name of this folder isn't checked. Click Save. Share all the new folders with the Sales team: Click Created by Me under Folders.

How do I create folders in my organization?

In order to create folder in your organization, Folders and Enhanced Sharing should be enabled. See Enable Folders and Enhanced Sharing for Email Templates and Select Which Users Can Create and Share Email Template Folders for reference.

How do I create an Org in Salesforce maps?

Sign up for a free Developer Edition org with Salesforce Maps. Fill out the form. For Email, enter an active email address. For Username, enter a username that looks like an email address and is unique, but it doesn’t need to be a valid email account (for example, [email protected]). After you fill out the form, click Sign me up.

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).

What are public folders in Salesforce?

A folder is a place where you can store reports, dashboards, documents, or email templates. Folders can be public, hidden, or shared, and can be set to read-only or read/write. You control who has access to its contents based on roles, permissions, public groups, and license types.

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 give permission to a folder in Salesforce?

In Salesforce Maps, click Layers | Saved.Select Corporate.Right-click the folder that you want to set permissions for. Then, click Edit Permissions.To add a permission, click Create New | User or Create New | Profile. ... Set the permissions that you want to grant to your user or profile.

How do I share a folder in Salesforce lightning?

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 new folder in Salesforce email?

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.

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 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.

How do I add an email storage location in Salesforce?

Step 1 : Go to setup-> classic letterhead->Next->New Letterhead->Give name as "Residential Sales Letterhead" ->Save. ... Preconfigured Email Storage Location means Email Template Folder. ... Step 3: Now create Email Template in that folder with Name "Residential Sales Welcome Email"Step 4: Add letterhead to email template.

How do I restrict access to a folder in Salesforce?

When the user adds a prospect to a list from Salesforce, the user doesn't see Lists 1 and 2.Open the folders page. ... Find the folder you want to limit access to.Click the gear icon, and select Permissions.Select which groups can access the folder's contents.Save when finished.

How do I give access to a report folder?

Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.

Do sales users have read only access to Salesforce?

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.

Does Salesforce have a map?

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. Luckily, you have Salesforce Maps, which provides you with the geographic visualization you need to complete this task quickly and effectively.

Can you create markers in Salesforce Maps?

Excellent! You created a folder in Salesforce Maps for your Sales team and gave them read only access. Now , you can create markers layers for the Sales team and store them in this folder. In the next step, you learn how to create a marker layer.

Is DML allowed on folders?

Apparently DML is not allowed on folders. Any thoughts on this?

Can you create folders in Apex?

You cannot create folders via apex. You have to create it in SFDC via setup , and query that in apex for id.

How to autopopulate folder name?

Click in the Folder Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this folder isn't checked.

What is dashboard in sales?

Dashboard to display key information from her sales reports, which is also to be accessible by her team.