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Folders – Smart, Simple, Efficient & Intuitive File Management on Records

Organize your record files into folders

Overview

See How Folders – Smart, Simple, Efficient & Intuitive File Management on Records Works

  • Create and organize folders for each Salesforce record → Centrally manage Salesforce files by customer or deal.

  • Unlimited folder hierarchy for detailed classification → An intuitive structure that makes file organization easy for everyone.

  • Share folders with external users (Experience Cloud) → Share files with external parties with just one click.

  • Simply add the component — easy setup, ready to use instantly → No complex configuration or coding required.

  • Google Drive integration for direct file operations → Use Google Drive seamlessly from within Salesforce.

Folder-based file management per record — something not possible out of the box — is now available simply by adding a component. No configuration required. A new feature has been added to share folders and files with Experience Cloud users. This makes sharing files with your customers faster and easier than ever.

Categories

Business Needs
Document Management
Search & Recommendation
Personas
Business Operations Manager
Business User
Consultant
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.
No Limits
Lightning Ready
Managed Package
Lightning App Builder