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FOLDERIZE™ - Folder Structure for Salesforce Files and Attachments – Native App

Document File System Native App for Salesforce

Overview

Provides hierarchical unlimited folders of unlimited depth, for Sales, Service, Community Clouds. Files stored in Salesforce; no external resource needed. Set permissions on folders. Use on object records. Import from server, pc, SharePoint.

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  • Folderize provides traditional file-system style browsing and organizing, for documents stored within Salesforce. No external resource/integration required. Allows unlimited folders. Allows hierarchies of unlimited levels.

  • Use folders for object records. Or create a separate collection. Folderize may supplement or replace the Files/Content/Libraries tabs. Add existing documents to folders, or drag-drop new files. Full-text search within app. Lightning/mobile ready.

  • Admin friendly! Bulk upload folders from server/PC/SharePoint. Bulk download folders/subfolders. Use standard Salesforce sharing settings to control folder/document access. Developers may manage documents by custom app.

Folderize provides an alternative to the Salesforce Files tab and record attachments. It offers a hierarchical folder/subfolder structure for organizing documents. Folderize has two modes: (1) Original mode. A new tab provides a repository to set up folders and puts documents in them. Users may browse, search, and download from that page. Folder access may be controlled by sharing settings. Edit or read-only permissions may be set. (2) Object-record mode. A frame or button on object pages (such as Account or Opportunity) provides a folder structure containing documents related to the record. Both modes are available for Salesforce Classic, Lightning Experience, Mobile, and Communities. The Folderize Replicator utility enables importing folder structures with files from a server, PC or SharePoint. Files are stored in Salesforce.

Categories

Business Needs
Document Management
Industries
Horizontal Product
Personas
Administrator
Consultant
Data Professional
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Salesforce Mobile

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