Folders are Salesforce objects you use to organize your data set and connection object data. You can nest folders for even greater organization.

Creating and populating folders is straightforward. Simply create a folder, then assign connections, data sets, and deployment plans to the folder. You can also unassign items from folders and delete folders without deleting the assigned items.

A folder consists of:

• A folder name.
• An optional description.
• An optional parent folder.
• And can contain connections, data sets, and deployment plans.

The Folder Details and Related Tabs

To access the tabs, click any designated folder name on the Folders page.

The tabs display pertinent information for the folder:

• Details – Displays the fields in the folder object record.
• Related – Displays the contents of the folder.

And has these available actions:

• Details
  • Edit – Like all standard Salesforce details tabs, click the pencil icons to edit the fields,
• Related
  • Edit – Provides quick access to the item’s edit functionality.
  • Delete – Deletes the item.

<aside> <img src="/icons/warning_red.svg" alt="/icons/warning_red.svg" width="40px" />

Use caution! Delete deletes the item from the system, not just from the folder. This action has no confirmation warning message and has no undo.

</aside>

Create a Folder

To create a folder:

1. From the Folders page, click New.
2. Enter a meaningful Folder Name and optionally a Description.