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Free

Rating

(19)

Listed On

5/21/2014

Latest Release

4/30/2018

Document Folder Structure For Salesforce Files/Content/Objects/Records

Provides the "missing" hierarchical folders for Sales/Service/Community Clouds. Native app, no external resource needed. Import from PC/server/SharePoint. Set permissions on folders. Use folders on object records. Integrate with custom apps.

  • ● Folderize provides traditional file-system style browsing and organizing, for documents stored within Salesforce. No external resource/integration required. Allows folder hierarchies of unlimited levels. Lightning/mobile ready.
  • ● Use folders for object records. Or create a separate collection. Folderize may supplement or replace Salesforce's Files/Content/Libraries tabs. Add existing Files/Library documents to folders, or drag-drop file to upload. Full-text search within app.
  • ● Admin friendly! App may be shared with Napili Communities. Mass upload from server/pc/SharePoint. Developers may manage documents by custom app. Use standard Salesforce sharing settings to control folder access. Reports available.
Folderize provides an alternative to the Salesforce Files/Libraries user interfaces, and to the Attachments related list for objects. It offers a hierarchical structure helpful for organizing many types of document collections.####Folderize has two modes: ####(1) Original mode. A new tab brings the user to a page where one sets up folders and puts documents in them. Users may browse, search, and download from that page. Folder access may be controlled by standard Salesforce sharing settings.####(2) Object-record mode. A button on object pages (such as Account or Opportunity) opens a folder structure containing documents related to the record. This may be used on any standard or custom object. Documents added to folders will inherit permissions from the record.####Both modes are available in Lightning Experience, Salesforce1 mobile, and for Napili template.####The Folderize Replicator utility enables you to import folder structures with their files from a pc, server or SharePoint. ####The free edition is fully functional, does not expire, and handles 500 documents. Contact publisher for information about a license for unlimited documents.

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 8
  • Custom Applications: 0
  • Custom Tabs: 3

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
Salesforce setting "CRM Content" must be enabled for the org. If you get "unable to install" error message, you have not yet enabled CRM Content! See prerequisites section of admin guide for details of how to enable CRM Content.

Support

Additional Information

Package Name
Folderize
Version
May 2018 / 4.3.0
First Release
5/21/2014
Latest Release
4/30/2018
Languages
ShareMethods
New Jersey USA
Founded
2003
Phone
1-877-742-7366

ShareMethods was founded to provide smart and efficient collaboration services for sales and marketing teams, business partners, and customers. The founders have a background of building software-as-a-service applications for Fortune 500 companies and creating easy-to-use digital media applications used by millions of consumers. The team has played leadership roles at AT&T, Bell Laboratories, Apple Computer, SONY, and NASA. There are more than 200 companies using ShareMethods with users in more than 30 countries.####The sharing of information for sales and marketing teams within a company and with key customers and partners is often unorganized, informal, and inefficient -- causing lost revenues, lost deals, and a lack of customer satisfaction. ShareMethods is dedicated to giving businesses of all sizes on-demand access to an array of powerful tools, by creating products that are fast, easy to use, affordable, and of high value. ShareMethods received an “Excellent” rating for usability from eWeek and scored 9 out of 10 for “Ease of Use, Implementation, and Value” by InfoWorld. The company was also recognized together with salesforce.com in the InfoWorld Top 100.

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