To create public document folders, go to the Documents tab and use the “Create New Folder” link. For report and dashboard folders, go to the Reports tab, select the “New Folder” button (picture below) and select a report or dashboard folder. The next steps are the same when creating any of the above folders.
- 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 folder type in Salesforce?
This type extends the Metadata metadata type and inherits its fullName field. Four folder types currently exist in Salesforce: Folder type names end with the “Folder” suffix.
How to add a folder to a workspace in Salesforce lightning experience?
Open the Digital Experiences app (previously named Salesforce CMS) from the App Launcher in Lightning Experience. In the Digital Experiences app (previously named Salesforce CMS), open the workspace (1) you want to add a folder to.
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 use folders in digital experiences?
Use folders to organize all content types in your workspace. Create a folder hierarchy with child folders up to five levels, and add content to any level. Available in: Enterprise, Performance, Unlimited, and Developer Editions To create workspaces and channels in the Digital Experiences app:
How do I make my Salesforce dashboard folder public?
To save to a public or custom folder, select the folder in the Save dialog box. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved. The necessary user permission.
How do I make a folder viewable by all internal users in Salesforce?
Search for All Internal Users and it should eventually display (might take a second). Select that group and set the Access to view. Now, all internal users have view access to that folder.
How do I share a folder with everyone 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 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 enable enhanced folder sharing in Salesforce?
In order to enable Enhanced Folder Sharing before the Spring '22 release, follow these steps:From Setup in Salesforce Classic, enter 'Folder Sharing' in the Quick Find box.Select Folder Sharing.Select Enable access levels for sharing report and dashboard folders.Click Save.
How do I grant a report Access folder to an existing public group?
Create a new public group with the specific users who need access. Include yourself in that list of users.Go to the Reports Tab.Click the new folder icon and create a new Report Folder. ... Add any existing reports, to whichyou would like to grant access, to that folder.
How do I create a private 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 give permission to dashboard in Salesforce?
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.
How do I hide a folder in Salesforce?
Hello Lucy, yes you can hide report folders. If you hover over the name of the report folder you will see the down arrow, click on the arrow and select "Edit". You can select "This folder is hidden from all users".
Can you share a private folder Salesforce?
Notes about folder sharing: When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public or custom folder, select the folder in the Save dialog box....Required Editions.Salesforce ClassicLightning ExperienceMy Personal DashboardsPrivate Dashboards2 more rows
How do I make a folder read only in Salesforce?
Choose a Public Folder Access option. Select read/write if you want users to be able to change the folder contents. A read-only folder can be visible to users but they can't change its contents. Select an email template and click Add to store it in the new folder.
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).
What happens if a folder does not have manager access?
If a folder does not have Manager access, it is public, and users with the “View Reports in Public Folders” permission can view it. Depending on their object access, these users can also run the report. (1) Share your folder by user, by user group, or by role.
How to enable others to use a report or dashboard?
To enable others to use a report or a dashboard, share the folder it is in. Give each user, public group, or role the degree of access to the folder that makes sense for them.
Do all users have access to dashboard?
All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.) Editor Access to Report and Dashboard Folders.
File Suffix and Directory Location
Folders are stored in the corresponding component directory of the package. These directories are named documents, email , reports, and dashboards. Folders do not have a text file representation—they are containers for files. For each folder, an accompanying metadata file named FolderName-meta.xml is created at the same directory level.
Declarative Metadata Sample Definition
The following is the package manifest definition of a document folder that contains a document:
Wildcard Support in the Manifest File
This metadata type doesn’t support the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.
