How do I create a subfolder in Salesforce lightning?
You can create report or dashboard folders within other report or dashboard folders in Lightning Experience. Up to 3 subfolder levels are allowed....On the Reports or Dashboards tab, open the folder you're working with.Click New Folder.Name the subfolder. The name must be unique. ... Click Save.
Can you create folders in Salesforce files?
Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page. Enter a Folder Label . The label is used to refer to the folder on user interface pages. Choose a Public Folder Access option.
How do I create a subfolder?
Create a subfolderClick Folder > New Folder. Tip: You can also right-click any folder in the Folder Pane and click New Folder.Type your folder name in the Name text box. ... In the Select where to place the folder box, click the folder under which you want to place your new subfolder.Click OK.
Can you share a subfolder in Salesforce?
A subfolder can only be shared to the same or a subset of business units that its parent was shared to.
Where are folders in Salesforce?
To access report and dashboard folders, click the Reports or Dashboards tab. To access document folders in Salesforce Classic, click the Documents tab. To access library folders in Lightning Experience, click the Files tab, and then click Libraries.
How do I create a folder in Salesforce org?
Creating a New Salesforce FolderOpen the Salesforce Site.com Studio.Click on the Overview tab.Hit the All Site Content view under the Type Site list.Click on Create New Folder.Enter the new folder's name.Hit Create.
How do I create multiple folders and subfolders?
Simply hold down the Shift key and click with the right mouse button in the Explorer on the folder where you want to create additional subfolders. After that, the option "Open Command Prompt Here" should appear. Simply click it and move to the next step. Execute the command by pressing the Enter key.
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.
What should be in a sub folder?
What to Include in Your Substitute FolderClass List and Seating Chart. Provide a class list for your substitute and place a star next to any students that you know they can go to for help. ... Rules and Routines. ... Emergency Procedures and Drills. ... Generic Lesson Plans. ... Note Template.
Can you create subfolders in Salesforce reports?
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 move a subfolder in Salesforce?
Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.On the Reports tab list view, click and hold an item.Drag the item to its destination folder in the Folders pane.
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).
How do I organize files in Salesforce?
On the Files tab, organize and access your files. Browse, search, and share external files right from Salesforce. Store files without attaching them to records. Organize, share, search, and manage all types of files within your organization.
Can we create private folder in Salesforce?
This option is only available for report and dashboard folders in organizations with a partner portal or Customer Portal enabled. If you don't have a portal, you won't see it. This folder is hidden from all users makes the folder private.
How do you create a file in Salesforce?
Standard users who are members of the Asset Library can also create asset files. From Files home, go to Libraries | Asset Library. Click Upload Asset File. The file selector opens to let you upload a new file or select an existing file to make into an asset.