# Folio

> Folio is a Salesforce ISV managed package suite providing modern document, knowledge, and note-taking capabilities natively in Salesforce.

## About Folio

- [About Folio](https://foliosolutions.net/about/about-folio.md): Folio's positioning, products, use cases, features, comparison, pricing, and FAQ — the full marketing context drawn directly from foliosolutions.net.

## Help Center Home

- [Start Here](https://foliosolutions.net/docs/start-here.md): How to use the Folio Help Center, where to find what you need, and how this wiki is organized.

## Getting Started

- [Install the Package](https://foliosolutions.net/docs/getting-started/installation.md): Install the Folio managed package from the Salesforce AgentExchange.
- [Assign Permissions](https://foliosolutions.net/docs/getting-started/licenses-and-permissions.md): Folio permission sets, what each one grants, and which combinations to assign.
- [Follow the Setup Checklist](https://foliosolutions.net/docs/getting-started/setup-checklist.md): A printable, time-boxed checklist of every step a Salesforce Administrator needs to complete to roll Folio out to their org.
- [Understand the Folio Data Model](https://foliosolutions.net/docs/getting-started/data-model.md): A high-level look at the Folio objects and how they relate, so admins can write accurate flows, reports, and SOQL queries.

## Admin Setup

- [Configure the Admin Panel](https://foliosolutions.net/docs/admin/admin-panel-overview.md): The Folio Admin page and a walkthrough of every setting it controls.
- [Add Components to Lightning Pages](https://foliosolutions.net/docs/admin/adding-editors-to-record-pages.md): Place the Folio Document Editor and Folio Jot Editor Lightning components on Salesforce record pages.
- [Add Folio Home to the Navigation Bar](https://foliosolutions.net/docs/admin/adding-folio-home-to-navigation.md): Make Folio Home easily accessible by adding the tab to the navigation bar of the apps your users live in.
- [Set up Real-Time Updates](https://foliosolutions.net/docs/admin/real-time-updates.md): How Folio uses Change Data Capture to power real-time updates and recommended configuration.
- [Configure Advanced Settings](https://foliosolutions.net/docs/admin/advanced-settings.md): Custom Setting fields backing the Folio Admin Panel, plus advanced fields not exposed in the UI.
- [Manage Templates](https://foliosolutions.net/docs/admin/template-management.md): Create and maintain Document Templates with Live Field placeholders in the Admin Panel.
- [Automate with Invocable Apex](https://foliosolutions.net/docs/admin/automation-invocable-apex.md): Invocable Apex actions exposed by Folio for use in Salesforce Flow and other declarative automation.
- [Review Invocable Apex Use Cases](https://foliosolutions.net/docs/admin/invocable-apex-use-cases.md): Practical chaining recipes and realistic business scenarios for Folio's invocable Apex actions in Salesforce Flow.
- [Handle Invocable Apex Errors](https://foliosolutions.net/docs/admin/invocable-apex-errors.md): Failure categories, fault path design, debugging checklist, and idempotency rules for Folio's invocable Apex actions.

## End User Guide

- [What is Folio?](https://foliosolutions.net/docs/user-guide/what-is-folio.md): A short, end-user-focused intro to Folio — what it does, why it's worth using, and where to find your stuff.
- [Compare Folio Jot and Folio Docs](https://foliosolutions.net/docs/user-guide/folio-jot-vs-folio-docs.md): When to use Jots vs Documents, and which features belong to which product.
- [Using the Jot Editor](https://foliosolutions.net/docs/user-guide/jot-editor.md): A complete tour of the Folio Jot editor — the header, body, and the Jot list when embedded on a record page.
- [Using the Folio Document Editor](https://foliosolutions.net/docs/user-guide/document-editor.md): A complete tour of the Folio Document Editor — the header bar, left sidebar, document body, outline pane, utility bar, and footer.
- [Browse Folio Home](https://foliosolutions.net/docs/user-guide/folio-home.md): Search, filter, and manage all your Documents and Jots in one place from the Folio Home Lightning page.
- [Formatting Documents and Jots](https://foliosolutions.net/docs/user-guide/formatting-documents-and-jots.md): Format Folio Documents and Jots with slash commands, markdown shortcuts, and keyboard shortcuts.
- [Insert Mentions with @](https://foliosolutions.net/docs/user-guide/at-commands.md): Type @ to link Salesforce records (Documents and Jots), embed Live Fields with optional write-back, or embed Related Lists (Folio Docs only).
- [Use Keyboard Shortcuts](https://foliosolutions.net/docs/user-guide/keyboard-shortcuts.md): Common editor shortcuts; use the in-app Shortcuts panel for the full list.
- [Create Documents from Templates](https://foliosolutions.net/docs/user-guide/create-documents-from-templates.md): Use admin-managed templates to create new Documents quickly with Live Fields pre-resolved from a source record.

## Glossary

- [Browse the Glossary](https://foliosolutions.net/docs/reference/glossary.md): Short definitions for Folio terms used across the Help Center.