Managing Folder Details

The Folders list page displays a list of folders in your current company and view. From this page, you can view detailed folder information and access other related information.

  • Click Folder to view the folder detail.
    • Click Edit next to any folder to edit the folder. For more information, see Editing Folders.
    • Choose a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your list view.
    • Click New to create a Folder. For more information, see Creating a Folder.
    • Click any column heading to sort the records using that column's data.

See “Viewing Custom Object Lists” in the Salesforce Help for more information on using list views.

To update a folder, click | Edit and change the fields you want to update. When you have finished, click Save. You can also click Save & New to save the current folder and immediately begin to create another.

For a complete description of the standard fields that make up a folder, see Folders Fields.

To delete a folder that you no longer need:

  1. Once you have located the folder you want to delete on the Home or list page, click its name to display its detail page.
  2. Click | Delete. A warning message is displayed.
  3. Click Delete to confirm the deletion. The record gets deleted.

You can clone one or more folders and associate them to an existing folder.

To clone an existing folder,

  1. Once you have located the folder, you want to clone it on the Home or list page.
  2. Click | Edit, change the fields you want to update, and click Clone. A new folder is created.

You can easily import a folder into a Planning org using the Data Import Wizard. For more information on how to import data using wizard, see the Salesforce Help.