File Tree
The File Tree Settings feature enhances file organization and accessibility within Salesforce by providing a hierarchical folder structure. This feature allows users to navigate through different levels of related objects seamlessly, making file management more intuitive and efficient.
Imagine a service management company aiming to consolidate all customer issues and cases at the organizational level (Account). With File Tree, they can:
Define Account as the Primary Object.
Add a Parent Object like a Parent Account to represent the holding company.
Include multiple Child Objects such as Contacts, Opportunities, and Cases.
Access and view all media files related to customer issues and cases from the Account record, enhancing their ability to manage and resolve issues efficiently.
Key Benefits of File Tree
Centralized Media File Access: Access and view media files, including documents, images, videos, and spreadsheets, from multiple related objects directly from the selected Primary Object.
Hierarchical Structure: Build a comprehensive hierarchical structure in Configuration that will allow all relevant media files to be easily accessible to end users.
a. Parent-Child Relationships: Define parent and child objects, create a file tree, and view all its media files on the end user side.
b. Multiple Child Objects: Add more than one child object under the Primary Object to capture all related media files, providing a comprehensive view.
c. Ease of Navigation: Navigate through different object levels and quickly access necessary media files without switching between records.Improved Efficiency: Quickly find necessary files with all related media files accessible in one place, reducing search time.
File Tree Section Details
Details:
a. Object: Refers to the Salesforce object where this configuration is applicable. It can also refer to a Parent or Child object.
b. Relationship Field: Select the relationship field for the chosen object.
c. Label: Enter a name for the object as it will appear to end users, if you want it to be displayed differently.
d. Show Files: When activated, end users gain visibility of files associated with this specific object. If deactivated, the object will not appear in the Media Manager end user dropdown menu.
e. Description: Provide a short description of the selected object and the reason for its configuration.
f. Delete: An icon to remove this object from the configuration.
g. Edit: After saving the object settings, use this button in the top right corner to edit the Label and Description fields.
Columns: Allows only Object columns and Media manager variable
Add Column button: Use this button to add columns to this Object for the Configuration.
Display Order: The sequence in which the columns will appear.
Field Name: Select a field from the selected object.
Display Label: Enter a label for the field as it will appear to end users.
Sortable: Allows users to mark specific fields as sortable within the File Tree view, giving more control over file order.
Filterable: Enables users to mark specific fields as filterable, enhancing the ability to refine displayed files based on selected criteria.
Editable: Enables inline editing, letting users to modify object field values directly from the List View in File Tree mode. This helps users quickly edit object values (like Case Number or Status) from a single interface without opening the record.
Only fields marked editable will display the pencil icon.
Supported for both desktop and mobile layouts, ensuring flexibility for field agents and internal users alike.
Delete: Remove the column from the configuration.
Filter: Allows only Object fields to be selected as filters.
a. Allows only Object fields to be selected as filters.
b. Users can add more than one filter.
c. Apply multiple filters and set a logic between them using the following options: AND, OR, Custom Logic.
NOTE:
To view the File Tree setup from the End-user side, ensure the “Enable Folder View” checkbox is selected under the File Tree Settings. Without this selection, the File Tree configuration will not be accessible to end-users.
Objects added here determine whether files can be grouped by Object. If an object is part of the File Tree, users will be able to group files by that object type in List and Tile views.
How to create a File Tree
You can start setting a file tree by navigating to the File Tree tab on the Configuration Page.
Setup the Primary Object
Click on “Add Primary Object” and select the desired Salesforce Object (Standard or Custom).
The Label field will auto-populate, and you can optionally add a description for the Primary Object.
Enable the checkbox “Show Files” if you want to view Files under the selected Object.
Save the Primary Object configuration.
Now, you'll see the File tree on the left and an option to add columns on the right.
Add Columns
Click on “Columns” and then the “Edit” button to make changes.
Click “Add Columns” to start adding desired columns.
Enter the Order to determine the column sequence.
Select the Field Name from related fields of Primary Object.
Modify the Display Name as desired.
Set the“Sortable”, “Filterable” or “Editable” checkboxes as per the field requirement.
Save the added columns.
Setup the Parent Object
Click “Add Parent” above the Primary Object to select a Parent Object.
Select a Relationship Name from the listed Options.
The Label field will be auto populated, and you can optionally add a description for the Primary Object.
Enable the checkbox “Show Files” if you want to view Files under the selected Object.
Save your Parent Object Configuration.
Add Columns:
Click on “Columns” and then the “Edit” button to make changes.
Enter the Order to determine the column sequence.
Select the Field Name from related fields of Parent Object.
Modify the Display Name as desired.
Set the “Sortable”, “Filterable” or “Editable” checkboxes as per the field requirement.
Save the Columns you added to the Parent Object.
Add Filters
Go back and then Click on “Filters” Option.
Click on “Add New” link to start adding the Filters you want to add.
Upon clicking Add Filters, a row will appear where you must give 3 values:
a. Field Name: Select from the related fields of the Primary Object or Media Manager.
b. Operator: Select one from the listed operators.
c. Value/Global Variable: Select a value here.Click “Add Filters” to add more filters if required.
Set up the Logic for the filters by selecting one of these options: AND, OR Custom Logic.
a. If you select Custom Logic, then: Define the custom logic for the filter criteria.
Save the added filters.
Setup the Child Object
Click “Add Child” below the Primary Object to select a Child Object.
Based on Object the Relationship Name will automatically populate.
The Label field will also be auto populated, and you can optionally add a description for the Primary Object.
Enable the checkbox “Show Files” if you want to view Files under the selected Object.
Save the Child Object Configuration.
Add Columns:
Click on “Columns” and then the “Edit” button to make changes.
Enter the Order to determine the column sequence.
Select the Field Name from related fields of Child Object such as Case Reason, Case Type, or even Media Manager fields.
Modify the Display Name as desired.
Set the “Sortable”, “Filterable” or “Editable” checkboxes as per the field requirement.
Save the Columns for the Child Object
Add Filters:
Go back and then Click on “Filters” Option.
Click on “Add New” link to start adding the Filters you want to add.
Upon clicking Add Filters, you can setup Field Name, Operator and the value.
Click “Add Filters” to add more filters if required.
Set up the Logic for the filters by selecting one of these options: AND, OR Cutom Logic.
a. If you select Custom Logic, then: Define the custom logic for the filter criteria.Save the added filters.
Additional Objects
You can create additional Child Objects as needed.
You can setup Columns and Filters for the Object and delete them if not required.
Note:
When adding a Parent relationship to the Primary Object, you can only add up to one level. For example, if Case is the Primary Object, then you can only select one Parent-Level Object, which could be Account and Contact.
Columns added for each Object will only be visible in the “List view” and not in any other view that Media Manager offers.
You can only add filters for Parent and Child Objects, not the Primary Object added to the File Tree.
Custom Folder for Files within Media Manager
End users can now create custom folders within Media Manager with a simple checkbox in Grid Settings - “Allow Creating Custom folders” to better organize their files. These folders provide enhanced categorization options, allowing users to group images, videos, documents, and other types of content more efficiently.
Folder Row & List Actions
Media Manager supports several row-level and list-level actions for managing custom folders and files. The actions displayed depend on configuration settings defined by the admin.
Row Actions for End Users(available via individual folder/file rows):
Rename: Change a folder name to reflect its contents more clearly.
Delete: Permanently delete a folder and all files within it.
Download: Download the folder’s contents as a ZIP file.
List Actions (that can be performed on Custom folders):
Move: Select and move one or more folders/files.
Download: Select and download folders/files as a ZIP file.
Delete: Select and delete multiple folders/files at once. Use with caution.
Create Folder: Use the toolbar icon to initiate a new folder.
List actions support bulk operations — users can perform actions on multiple folders or files in a single step, improving efficiency for high-volume workflows.
Create Custom Folders
Create custom folders tailored to each object record to support better organization.
How to Create a Custom Folder:
Locate the Create Folder icon in List or Tile view (top-right corner).
Click the icon to open a folder creation modal.
Enter a folder name and click Save.
The folder will now be available for organizing files within the current view.
Nested folder structures (folders within folders) are supported, enabling deeper categorization.
Move Files
Users can move selected files or folders into different folders to keep content structured.
How to Move Folders/Files:
Select the folders/files to move by checking them.
Click the Move icon in the toolbar.
In the modal, choose a destination folder or select New Folder from the dropdown to create one instantly.
Click Move to confirm.
Use the back icons in the folder navigation bar to move through nested folder layers and return to previous levels.
Behavior & Limitations
The “Allow Creating Custom folder” checkbox in the Configuration must be enable to use this feature.
Folder actions like Create, Move, Rename, and Delete are available only when the "Allow Folder View" setting is enabled in the configuration.
Slider View supports file previews within folders but does not support folder-level actions like Create or Move.
Flattened View does not support folder-based interactions.
Folder structure is specific to each record — folders can only be created or moved within that record’s context.
Users can only access row and list actions configured by admins in the Media Manager setup. If an action is not enabled, it will not appear.
File and folder actions behave similarly; most actions apply to both, unless restricted by view or configuration settings.
Folder navigation in nested structures is supported using back icons, offering breadcrumb-style traversal.
Use Case: Seamless File Navigation with Media Manager
Imagine you are managing a complex set of accounts, contacts, and cases within Salesforce. Retrieving files linked to each record can often feel like searching for a needle in a haystack. You must navigate through many layers of Salesforce’s structure, and often the files you need are buried deep in unrelated records. This makes access a tedious and time-consuming task, leading to frustration and inefficiency.
Pain Points
Difficulty in locating files linked to specific records.
Time-consuming navigation through multiple layers of Salesforce.
Files are buried deep within unrelated records, making access cumbersome.
Inefficiency in managing media files spread across various objects.
Solution
With our File Tree feature, navigating this complexity becomes as simple as a walk in the park. The File Tree allows you to consolidate and manage media files across multiple related objects in a structured, hierarchical view. This enables you to access all relevant files directly from the selected Primary Object, eliminating the need to switch between records.
Use Case: Streamlined File Access Across Salesforce Hierarchy
Imagine you are a customer support agent handling cases related to specific accounts. Finding relevant files stored across different levels of the Salesforce hierarchy is a significant challenge. You need quick access to account and contact-level files to provide timely assistance, but the traditional method involves jumping through various records and tabs, leading to delays and inefficiencies in customer service.
Pain Points
Challenges in locating relevant files stored across different Salesforce levels.
Delays in accessing necessary files, impact customer service efficiency.
Time wasted navigating through various records and tabs.
Inefficient support process due to scattered file locations.
Solution
Our File Tree feature addresses these challenges by offering a straightforward solution. By setting up a hierarchical structure with defined parent and child objects, you can quickly access all related media files with just a few clicks. This ensures that you have all the necessary files at your fingertips, boosting your support efficiency and ensuring timely customer assistance.
On this Page:
- 1 Key Benefits of File Tree
- 2 File Tree Section Details
- 3 How to create a File Tree
- 4 Custom Folder for Files within Media Manager
- 4.1 Folder Row & List Actions
- 4.2 Create Custom Folders
- 4.3 Move Files
- 5 Use Case: Seamless File Navigation with Media Manager
- 6 Use Case: Streamlined File Access Across Salesforce Hierarchy