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FOLDERIZE™ - Folder Structure for Salesforce Files and Attachments – Native App
Document File System Native App for Salesforce
Freemium
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal Product
- Business Need
- Document Management
- Requires
- None
- Compatible With
- Sales CloudService CloudExperience Cloud
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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Showing 10 of 32 Reviews
Solving our File Management Problems
Folderize solves our file management problems, making it very easy to locate and organize all of the documents we use on a regular for our 140+ recipient organizations. Customer service is top-notch, too, with rapid response times and polite but professional representatives who obviously know how to tend to a client. Very happy with this app.
Easy to use and perfect for archiving important files
It's very easy and straightforward to use. No more files cluttering up a space. Settings are easy to work around too. Everything is exactly where I need it.
Fills an important need and also good support
Quite easy to setup. The older version was taking a while to load, but the new LEX page is much faster.
Very good and well thought out app
Just what we need and works without any issues. Easy folder structure, attached to any object records... or not, as you wish. Bulk delete, bulk move, drag from desktop, tagging and syncs nicely with the native salesforce file setup. And, very nice and quick response from developers. Thanks you
Download Fodler ?
I have just installed Folderize on my customer's salesforce organisation. I'm looking to see if it's possible to: if I create a folder and put files in it, I can directly download the folder with the files in it
Excellent App
Really easy to install and use, excellent app.
Big Timesaver
I am responsible for monthly updates to Salesforce files. This software saves me HOURS of time. All I have to do to update dozens of monthly reports is drag/drop. The latest release also allows mass deletes of files which you cannot do in Salesforce. I use mass deletion to clean up obsolete files and free up space. I have contacted Folderize support a few times with questions and they are always helpful. Highly recommend this software.
Customer Service
I'm a developer, yes - one of those people Marc hates. Which means, when I am not writing SOFTWARE for salesforce (tongue firmly in cheek) I write software against all kinds of platforms. Folderize fit the bill for us to launch a document vault for our customers. It's simple enough that the cost justifies buying vs. building. Good customer service.
Can this app be used with files associated to a chatter group?
The app looks great however is it possible to use it in the files against chatter groups?
Sharing with customer community users
This app comes really close to what I need, just missing one step. What I'm looking for is to make a subset of the account folders visible to my customer community users, while all folders are visible to my internal users. Since customer community users don't have a role to use in sharing rules, there doesn't seem to be a straightforward way to solve this. Would you have suggestions?
Hi Peter (and others who is interested in configuring Folderize for community users). Communities were a subject of constant changes on Salesforce side. But looks like they have finally stabilized this technology. It's called "Digital Experience" site now. As a result, we've made necessary changes in our package and written a set of articles describing the most of customer needs in communities and solutions for them. The main article is a road map that incudes 5 steps and gives references to other detailed articles: https://folderizehelp.wordpress.com/community-setup-road-map/. We hope it gives enough technical information to complete the configuration correctly.
Hi Team HARDIS. We have good news for you, because this feature is now generally available. Unfortunately, this is impossible to implement it right in the package because of Salesforce's technical limitations, but we have successfully implemented it in a separate desktop app called "Folderize Replicator v 2.0.1". Folderize Replicator is an optional companion of the Folderize package that may be installed on your Windows-based computer. It helps customers to - upload local folders with subfolders and files to Folderize database in Salesforce; - download all Folderize folders or a particular folder branch with all subfolders and files from Salesforce to your local file system. You can find more information about the Replicator in our documentation by this link: https://folderizehelp.wordpress.com/replicator/.