Help center

Create Folders

Overview 

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 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.

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.

Create a Folder

To create a folder:

  1. From the Folders page, click New.
  2. Enter a meaningful Folder Name and Description.
  3. Optionally, select a Parent Folder.
  4. Click Save.

Nest a Folder

To nest a folder within another folder:

  1. From the Folders page, at the right end of the row containing the folder you desire to nest, click the dropdown arrow and select Edit.
  2. Select a Parent Folder.
  3. Click Save.

Edit a Folder

You can edit the properties of an existing folder as well as assign items to, unassign items from, and reassign items in the folder.

To edit the properties of an existing folder:

  1. From the Folders page, at the right end of the row containing the folder you desire to edit, click the dropdown arrow and select Edit.
  2. Make your adjustments.
  3. Click Save.

To alter the contents of a folder, assign items to, unassign items from, and reassign items in a folder. 

Delete a Folder and it’s Contents

You can delete a folder without disturbing its contents, remove items from a folder without deleting them, or delete items from both the folder and your control org.

To delete an existing folder without disturbing its contents:

  1. From the Folders page, at the right end of the row containing the connection, you desire to edit, click the dropdown arrow and select Delete.
  2. Click Delete to delete the folder.

Only the folder gets deleted. All contents of the folder remain intact and become available for assignment to another folder.

To delete contents from a folder, unassign items from the folder.

To delete items from both the folder and your control org:

  1. From the Folders page, click any folder name. 
  2. On the Related tab, click the dropdown arrow to the right of the item you desire to delete and select Delete.

Assign a Data Set

Assign connections, data sets, and deployment plans to folders to better organize your Prodly object data. You may assign each item to only one folder at a time.

To assign, unassign, or reassign a data set to a folder:

  1. From the Data Sets Home page, at the right end of the row containing the data set you desire to assign to a folder, click the dropdown arrow and select Edit.
  2. In the right side of the header, click the Data Set Controls icon and select Folder.
  3. In the Folder Name box, select to assign, deselect to unassign, or deselect then select to reassign a folder.​
  4. Click Save.

Assign a New Deployment Plan

Assign connections, data sets, and deployment plans to folders to better organize your Prodly object data. You may assign each item to only one folder at a time.

To assign a new deployment plan to a folder:

  1. When creating a deployment plan, complete the optional folder name selection step. How?

Assign an Existing Deployment Plan

Assign connections, data sets, and deployment plans to folders to better organize your Prodly object data. You may assign each item to only one folder at a time.

To assign, unassign, or reassign an existing deployment plan to a folder:

  1. From the Deployment Plans page, at the right end of the row containing the deployment plan you desire to assign to a folder, click the dropdown arrow and select Edit.
  2. Select a Folder to assign, deselect to unassign, or deselect then select to reassign the deployment plan to a folder.
  3. Click Save.