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Folders – Smart, Simple, Efficient & Intuitive File Management on Records
Organize your record files into folders
Overview
Folders is a free app that brings PC-like folder-based file management to every record. Works with all standard and custom objects. Create folders, add and move files with an intuitive UI. Plus, operate Google Drive directly from records as an add-on!
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 ManagementSearch & Recommendation
- Personas
- Business Operations ManagerBusiness UserConsultant
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyManaged PackageLightning App Builder
