On the Reports or Dashboards page, select Move from the row level action menu. A select folder dialog box opens where you can navigate to the destination folder and save. 1. Go to Reports tab. 2. Find the report and select Move from Row level actions.
- On the Reports tab list view, click and hold an item.
- Drag the item to its destination folder in the Folders pane.
How do I move a library to a new Salesforce file?
You’ll be happy to know there’s nothing you need to do. In Lightning Experience, content libraries are automatically converted to Salesforce Files and accessible from Files home via the Libraries filter. Users can move files between libraries and create subfolders within libraries.
How to move reports from one folder to another?
One trick is to edit your Report folder view and move reports to the Unfiled Public Reports folder. Then open the new folder and move reports from the Unfiled Public Reports folder to the new folder. It's not a perfect solution but it's better than one at a time.
How do I move documents from Salesforce classic to Salesforce lightning experience?
If your org uses Documents in Salesforce Classic, take some time to identify which ones you’ll need in Lightning Experience. Download them, then upload them to your Asset Library in Files Home. Ready to make the move to Salesforce Files as part of your Lightning Experience rollout but not sure where to begin?
How do I convert an existing document to Salesforce files?
Identify the files in your Documents tab in Classic that you want to keep. Download them, and then upload them to your Asset Library in Files home. Convert your org’s existing attachments to Salesforce Files.
How do I move a salesforce folder to another folder?
Do either of the following on the Reports page: Click the report you want to move. Click. ... Select the target folder or subfolder. Search for folders by name, or select a folder on the left and scroll to find the target folder on the right. ... After selecting the target folder, click the Select button.
How do I move the report folder in Salesforce lightning?
Click the report you want to move. Select and then selectSave As. In the dialog box, click Select Folder. Find the report you want to move and select the Move row level action.
How do I move a dashboard in Salesforce?
It can often be faster to create a dashboard by cloning an existing one and then modifying it.Open the dashboard you want to clone.Click Clone. Salesforce creates a copy of the dashboard.Click Save.Enter a descriptive name for the new dashboard.Click Save or Save & Run.
How do I move multiple reports to a folder in Salesforce?
Navigate to each report or dashboard and expand the listing to see the developer names. Create a package....Bulk Move Reports or Dashboards Using the Metadata APIIn Workbench, click migration and select Retrieve.Click Choose file for Unpackaged Manifest, and select the file.Click Next to retrieve the package.
How do I move folders in Salesforce reports?
0:001:05How to Move a Salesforce Report from One Folder to Another - YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome to how to move a Salesforce report from one folder to another. Will move a report from theMoreWelcome to how to move a Salesforce report from one folder to another. Will move a report from the my personal custom reports folder to the BMC remedy force reports folder. Click my personal custom
How do I move dashboards and reports in Salesforce?
How?Switch back to Classic.Select the Reports tab.Locate the reports (or dashboards) that you want to move.Click on the report and drag and drop into the correct folder.
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 delete a folder in salesforce?
To delete the folder, uninstall the managed package or contact the package provider for help.On the Reports or Dashboards page, find the report or dashboard you want to delete and select the Delete row level action. ( If necessary, scroll to the right to see .) ... Click Delete to confirm.
How do 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 move a report from one org to another in Salesforce?
Once thes are complete:Locate the XML report type file in the source project folder.Copy the file to the destination folder.Refresh the source project.Right click on the source project > Force.com > Deploy to Server.Select the report type file(s) and click “Validate”
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.
How do I mass delete report folders in Salesforce?
To Mass-Delete ReportsNavigate to the Setup area of Salesforce.Under Administer, expand Data Management.Click Mass Delete Records.Choose Mass Delete Reports.In the filter criteria, choose “Report Name contains YYMM” (using the YYMM you need to delete).Click Search.More items...•
Add Journey Tags to Categorize Your Journeys
Use Journey Tags to organize your journeys and use the search or filter tool to quickly locate them in the Journey dashboard. For instance, you could create tags for welcome campaigns, spring sales events, or membership renewals.
Use Journey Folders to Organize Your Journeys
Organize your journeys in folders so they’re easy to find. When you save a journey, you can click Organize and select the folder where you want to save it. If you don’t select a folder, the journey is automatically stored in the My Journey folder.
Case Study: Isabelle Organizes Her Welcome Journeys
Now that she’s getting the hang of Journey Builder, Isabelle feels certain she’ll use it, not only for future welcome campaigns, but also for sales promotions, subscriber birthdays, and special rewards offers. To get things off to a good start, she creates a subfolder for each type of journey campaign in the My Journey Folder.
Summary
In this module, you learned how to monitor the health of your journeys with Journey Builder features. You used analytics to measure against your goals, and you optimized journeys with versioning. Lastly, you learned how to keep your journeys organized with tags and folders.
