Slaesforce FAQ

how to create subfolders in salesforce lightning

by Gregg Gutmann Published 2 years ago Updated 1 year ago
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The New Folder button adds a folder to the library or creates a subfolder within a folder. You can create multiple levels of subfolders. The row-level Move action lets you move a file among folders and subfolders within a library. Create folders in Lightning Experience to organize files that are already in libraries.

You can create report or dashboard folders within other report or dashboard folders in Lightning Experience. Up to 3 subfolder levels are allowed.
...
  1. On the Reports or Dashboards tab, open the folder you're working with.
  2. Click New Folder.
  3. Name the subfolder. The name must be unique. ...
  4. Click Save.

Full Answer

How to create a lightning web component using Salesforce CLI?

The target directory must be named lwc --type — This specifies that you want to create a Lightning Web Component. As you experienced, it’s easy to use Salesforce CLI in your development process. If you want to use Visual Studio Code for this instead, right-click the lwc folder or open the Command Palette in Visual Studio Code.

How do I create folders in lightning experience?

The New Folder button adds a folder to the library or creates a subfolder within a folder. You can create multiple levels of subfolders. The row-level Move action lets you move a file among folders and subfolders within a library. Create folders in Lightning Experience to organize files that are already in libraries.

How to enable folders in libraries in Salesforce?

Note To enable folders in a library, you need the “Manage Salesforce CRM Content” permission. Verify that you’re both a member of the library and have Library Administrator permission. You can also use SOAP API to enable folders in libraries. In libraries with more than 5,000 files, you can’t enable folders.

What is the default markup for the Lightning component folder name?

For example, the markup for the Lightning web component with the folder name widget in the default namespace c is <c-widget>. However, the Salesforce platform doesn’t allow hyphens in the component folder or file names.

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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 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 subfolder?

To create a subfolder, tap the menu button > Create subfolder: Once you create a subfolder, you can start adding files to it.

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.

Can I 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 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 multiple folders and subfolders?

Instead, you can create multiple folders at once using the Command Prompt, PowerShell, or a batch file. These apps save you from the task of right-clicking > New Folder or using Ctrl+Shift+N to make a new folder, which is tiresome if you have to make several of them.

What is the difference between a folder and a subfolder?

A subfolder is a folder stored inside another folder. Subfolders help you organize your files more completely. Each subfolder should be used to store files related to each other. For example, you might have one folder for files related to a job search.

How do I create multiple folders?

How to create multiple folders at once on Windows 10 or Windows...Go to the Start menu, type in 'command prompt,' and select the Best match.In the Command prompt, type in the following command and hit Enter to create your folders: md Folder1 Folder2 Folder3 Folder4 Folder5.

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 matrix report in Salesforce?

Matrix ReportsOn the Reports tab, click New Report, choose the Opportunities report type, and click Create.Apply the following filters: ... Click Tabular Format and change the report format to Matrix.Group the report by Type by dragging that field into the column grouping drop zone.More items...

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.

Question 2

Based on the description for the ContentFolderLink object in the release notes

Question 3

I expect I need to create a ContentFolder before I create the ContentFolderLink so that I have an Id for the ContentFolderLink's ContentFolderId field, however when I try to create the folder

Question 4

I would expect to see a boolean field for the object to indicate whether folders have been enabled for the library / ContentWorkspace but there isn't one listed in the API developer guide. How can I check / enable this setting?

How to create a component folder?

Component Folder. To create a component, first create a folder that bundles your component’s files. The folder and its files must have the same name, including capitalization and underscores. The folder and its files must follow these naming rules.

Does Lightning have a hyphen?

Lightning web components match web standards wherever possible. The HTML standard requires that custom element names contain a hyphen. Since all Lightning web components have a namespace that’s separated from the folder name by a hyphen, component names meet the HTML standard.

Can you use underscores in markup?

You can use underscores in component folder names, but they don’t map to kebab case in markup.

Can you hyphenate a component in Salesforce?

However, the Salesforce platform doesn’t allow hyphens in the component folder or file names. What if a component’s name has more than one word, like “mycomponent”? You can’t name the folder and files my-component, but we do have a handy solution. Use camel case to name your component myComponent.

Create a Salesforce DX Project

The basic foundation for interacting with an org using Salesforce CLI is a Salesforce DX project. A project consists of several local configuration files, as well as the code you want to deploy. In Salesforce terms we call this code metadata, which is the foundation of the Salesforce Platform.

Authorize Your Dev Hub

The next step is to authenticate Dev Hub. If you're using a Trailhead Playground you can learn in Get Your Trailhead Playground Username and Password how to get the credentials for the next step.

Create a Scratch Org

In Visual Studio Code, press Command + Shift + P on macOS or Ctrl + Shift + P on Windows or Linux.

Create a Lightning Web Component

Creating a Lightning web component is a straightforward process. And Salesforce CLI already created a project structure that helps make getting started even easier.

Adding Code and Metadata to Your First Lightning Web Component

Let’s take a look now at the files that make up a Lightning web component. For that we’re going to copy and paste some HTML, JavaScript, and XML that we’ve already prepared for you. We start with the myFirstWebComponent.js-meta.xml file.

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.

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