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Welcome to the Folio Help Center. This page is the front door to the wiki: a quick introduction to Folio, followed by a guide to where things live so you can get to what you need fast.

What is Folio?

Folio is the only 100% Salesforce native document editor solution, keeping your Documents in the context of the Salesforce records they are about, with Record Links, Live Fields, and inline Related Lists built right into the editor. With Folio Docs, your Documents stay in the flow of work.

Folio Jot handles fast quick-capture notes, while Folio Docs handles full-featured, shareable, long-lived documentation. Both live entirely inside Salesforce: no external services, no separate document silo, no integrations to maintain. Folio Jot is available at no cost.

Why Folio

• Documents stay in the context of the CRM. Every Document and Jot is anchored to the Salesforce records where the work is actually happening, so your team finds the right context exactly where they expect to.
• No more lost knowledge when people leave. Because Documents live inside Salesforce and are linked to records, institutional knowledge stays with the org instead of walking out the door with a departing employee’s personal drive or third-party doc tool.
• Easy onboarding for new joiners. New employees see relevant Documents surfaced directly on the Salesforce records they’re working with, so they ramp up in the context of the CRM rather than hunting through a separate documentation system.
• Live, real-time CRM data inside Documents. Live Fields keep Documents updated with current Salesforce values automatically, reducing data duplication and breaking down the silo between document data and CRM data.
• Inline Related Lists. Embed up-to-date lists of child records (Cases under an Account, Contacts on an Opportunity, etc.) directly inside a Document, with full filter and column control.
• 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.

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

The Getting Started section is for Salesforce Administrators doing first-time setup of Folio in their org. If you have just discovered Folio and are responsible for installing it and provisioning users, this is where to begin. It covers:

• Install the Package: how to install the Folio managed package from the Salesforce AgentExchange.
• Assign Permissions: the three Folio permission sets, what each one grants, and which combinations to assign.
• Follow the Setup Checklist: a printable, time-boxed checklist of everything an admin needs to do for a new install.

Admin Setup

The Admin Setup section is for administrators who are evaluating, configuring, or extending Folio. If you are responsible for rolling Folio out to your org, controlling what users can do, automating workflows, or tuning advanced features, this is your section. It covers:

• Configure the Admin Panel: the full Admin Panel walkthrough, including Live Field write-back, Linkable Objects, automatic Document sharing, automatic record linking, and delete permissions.
• Add Components to Lightning Pages: placing the Folio Document Editor and Folio Jot Editor LWCs on Lightning record pages.
• Add Folio Home to the Navigation Bar: surfacing Folio Home in the apps your users live in.
• Set up Real-Time Updates: how Folio uses Change Data Capture, what ships out of the box, and what you may want to enable.
• Configure Advanced Settings: the Folio Config Custom Setting, log retention, and the Object Linking Allowlist.
• Manage Templates: how to author and maintain Document templates (and how merge fields, Source Objects, and dot-notation traversal work).
• Automate with Invocable Apex: every Folio invocable action you can call from Salesforce Flow.
• Review Invocable Apex Use Cases: worked examples for common automation patterns.
• Handle Invocable Apex Errors: how Folio invocables surface errors and how to handle them in Flow.

End User Guide

The End User Guide section is for end users of Folio who want to get the most out of the product day-to-day. If you are using Folio to capture notes, write account plans, share Documents with your team, or pull live Salesforce data into your work, this section is for you. It covers:

• Compare Folio Jot and Folio Docs: which product to use when, with a feature comparison.
• Browse Folio Home: your central hub for searching, filtering, and managing every Document and Jot you have access to.
• Access Documents and Jots: the two main entry points (Folio Home and the embedded LWC editors).
• Use the Document Editor: the full-featured editor experience.
• The surrounding editor walkthrough: View Related Documents, Link Documents to Records, Embed Related Lists, Apply Tags to Documents, Use the Utility Panel, Navigate with the Outline Pane, Format with Slash Commands, Insert Mentions with @, and Use Keyboard Shortcuts.
• Create Documents from Templates: how to instantiate a new Document from an admin-prepared template.
• Share Documents: grant Read or Edit access to users and groups.

Glossary

The Glossary is 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?

A quick decision tree to point you in the right direction:

• I am evaluating Folio for my org → start with Install the Package, then read Configure the Admin Panel and Compare Folio Jot and Folio Docs.
• I am setting up Folio for the first time → work through Follow the Setup Checklist, which walks through every required step and links out to the detail pages.
• I want to enable advanced features → see Set up Real-Time Updates, Configure Advanced Settings, Manage Templates, and Automate with Invocable Apex.
• I am an end user learning Folio → start with Compare Folio Jot and Folio Docs and Access Documents and Jots, then dig into the editor topics.
• 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: [email protected].