AFC for Standard sObjects

For supported standard Salesforce objects, admins can configure and enable Auto Folder Creation (AFC) without developer work. Cartularius provides trigger handlers that start the AFC process when the object is enabled, creating and maintaining the folder hierarchy defined by the AFC configuration.

When to use this

Use this page when:

• You are a developer onboarding to Cartularius and need to understand the admin configuration model.
• You need to coordinate with admins to implement a consistent AFC rollout.
• You are troubleshooting AFC behavior on standard objects and need to verify the configuration.

Prerequisites

• Admin access to Cartularius setup/configuration.
• Understanding of the object(s) that need a folder hierarchy.

How it works in Cartularius

• Admin enables AFC for a supported standard object in setup.
• Admin defines the folder hierarchy using AFC configuration records (AFC Objects, AFC Folders, etc.).
• When records are inserted/updated/deleted, Cartularius trigger handlers execute and apply the configuration:
  • Create folders when needed
  • Update folder names/path labels when record naming changes
  • Perform maintenance when records are deleted

Optional enhancements that admins can configure

• AFC Folder File Categories: used to categorize or sort files into folders (optional).
• AFC Folder Translations: define translated folder names per language.
• Related Folders: show related-record folders via direct SObject relationships.
• Indirect Related Folders (Enterprise Edition): show related-record folders via a junction object pattern.

Implementation / Configuration steps

Use this as an admin-facing checklist for standard objects:

1. Enable AFC for the target object in Cartularius setup.
2. Create/verify the AFC Object configuration.
3. Create/verify the AFC Folder structure for the object.
4. (Optional) Configure AFC Folder File Categories if file categorization is required.
5. (Optional) Configure AFC Folder Translations:
   • Create AFC_Folder_Translation__c records
   • Link each translation to the target AFC_Folder__c
   • Set Language__c and Translation__c
6. (Optional) Configure Related Folder records for direct relationships.
7. (Optional, Enterprise) Configure Indirect Related Folder records for junction-based relationships.
8. Validate:
   • Create a record → folders appear
   • Rename the record → folder name/path label updates
   • Delete the record → maintenance behavior occurs as expected