Four folder types currently exist in Salesforce: Document folder; Email folder (available for Salesforce Classic email templates only) Report folder; Dashboard folder; Folder type names end with the “Folder” suffix. For example, the type name of an email folder is “EmailFolder”.
- Document folder.
- Email folder (available for Salesforce Classic email templates only)
- Report folder.
- Dashboard folder.
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.
What fields available on Salesforce Knowledge Reports?
Fields Available on Salesforce Knowledge Reports Chat Session Reports Report on Partners Report on Relationship Groups Enable the Account Owner Report Report on File Search Activity Report on Chatter Top 100 Feed Item Views with Interaction Count... Related Articles and Questions Reports Community Case Deflection from Discussions and Articles
What types of items can be contained in a folder?
Only one type of item can be contained in a folder, either Dashboard, Document, EmailTemplate, Macro, QuickText, or Report. © Copyright 2022 Salesforce, Inc.
How to create a report in Salesforce classic?
Choose a Report Type in Salesforce Classic Account and Contact Reports Edit a Picklist Bucket Field Build a Report in Salesforce Classic Choose a Report Format in Salesforce Classic Edit a Bucket Column
What is folder object in Salesforce?
Represents a repository for a Document, EmailTemplate, Report, or Dashboard. Only one type of item can be contained in a folder.
What kind of access you can have to a folder in Salesforce?
When you create a folder, it is accessible only to you and to users with administrative permissions, until you share it. Viewer access allows you to view the reports or dashboards in a folder, but doesn't determine access to folder contents.
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 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.
What are the three access levels you can grant to report and dashboard folders?
Three access levels for each folder: view, edit, and manage.
What is enhanced folder sharing in Salesforce?
Enhanced Folder Sharing grants fine-grained access to reports and dashboard folders and offers the following benefits: Makes sharing concepts more consistent with User, Role, or Group Sharing. Allows sharing with individual users. Provides fine-grained access levels for each folder share (View, Edit, Manage)
What is private folder 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).
Where are dashboard stored in Salesforce?
Each dashboard is stored in a dashboard folder, not in a report folder. It can be a public dashboard folder or your private folder, called My Personal Dashboards .
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 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 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 upload a folder to Salesforce?
To upload files to a library, select the library and then click Add Files. Files you upload to a library inherit the sharing settings of that library. You can also add files to Salesforce by: Attaching a file to a Chatter post.
Special Access Rules
You must have the “Modify All Data” permission to create, update, or delete document folders and email template folders.
Usage
Only one type of item can be contained in a folder, either Dashboard, Document, EmailTemplate, Macro, QuickText, or Report.
