Welcome to the Folio Help Center

A quick introduction to Folio Docs followed by a guide to where things live, so you can get to what you need fast.

What is Folio Docs?

Folio Docs is the document layer Salesforce was missing — a 100% Salesforce-native managed package that keeps your Documents inside the org where they belong. Documents are linked to the records they're about, respect Salesforce sharing rules, and stay in sync with your CRM data automatically through Record Links, Live Fields, and inline Related Lists. No external services, no separate document silo, no integrations to maintain.

Why Folio Docs

• Documents live on the records they're about. Every Document is anchored to the Salesforce records where the work actually happens, so your team finds the right context exactly where they expect to — no more hunting through Drive, OneNote, or random Slack threads.
• Institutional knowledge stays with the business. Documents inherit Salesforce sharing rules and follow record ownership. When a rep leaves or an Account changes hands, the knowledge stays with the org instead of walking out the door in someone's personal drive.
• Documents stay in sync with your CRM truth. Live Fields and inline Related Lists keep Documents current with Salesforce data automatically — no more stale numbers in week-old account plans, no more documents that contradict the record they describe.
• Write-Back from the Document to the record. Admins can permission specific Live Fields for write-back, letting users edit Salesforce data directly from a Document while still respecting object-, record-, and field-level access.
• Document orchestration through Flow. Folio's invocable Apex actions let admins automate document creation, sharing, linking, and tagging directly from Salesforce Flow — making Documents a first-class part of your team's workflows and processes.

How this wiki is organized

The Help Center is divided into a few sections, each aimed at a specific kind of reader. Use the left navigation to move between them, or jump in below.

Getting Started

For Salesforce administrators doing first-time setup of Folio in their org. Covers installing the managed package, assigning permission sets, following the setup checklist, and understanding the Folio data model.

Admin Setup

For administrators configuring, extending, and tuning Folio. Covers the Admin Panel walkthrough, placing the Document Editor on Lightning record pages, surfacing Folio Docs in your apps, real-time updates, advanced settings, template management, and Folio's invocable Apex actions for use in Salesforce Flow.

End User Guide

For end users using Folio day to day — writing account plans, capturing notes, sharing Documents with teammates, and pulling live Salesforce data into their work. Covers the Document Editor, the Folio Docs home page, formatting, mentions, keyboard shortcuts, and templates.

Glossary

A quick-reference list of Folio terms used across the Help Center. Use it whenever you want a short definition without leaving the page you're on.

Where should I go first?

• I am evaluating Folio for my org → start with Install the Package, then read Configure the Admin Panel.
• I am setting up Folio for the first time → work through the Setup Checklist.
• I want to enable advanced features → see Set up Real-Time Updates, Advanced Settings, Manage Templates, and Automate with Invocable Apex.
• I am an end user learning Folio → start with What is Folio Docs?, then read Using the Document Editor.
• I just need to look up a term → check the Glossary.

Tips for using the wiki

• The left navigation is always available and reflects the same structure as the sections above.
• Most pages link to related pages at the bottom under Related, so you can follow the breadcrumb trail of context.
• If you cannot find what you need, email us: hello@foliosolutions.net.