Automated Folder Creation

Summary: Automated Folder Creation (AFC) automatically creates structured, localized folder hierarchies for Salesforce records in Cartularius. This section explains what AFC means for users, what happens when a record is created, and how consistent folder structures and folder rules help teams store and find documents faster.

Automated Folder Creation (AFC) is a Cartularius feature that automatically creates a structured folder hierarchy for Salesforce records, such as Accounts, Cases, Opportunities, and custom objects, based on rules configured by your Salesforce administrator.

For users, AFC means you do not start with an empty folder list. Instead, each record begins with a ready-to-use, consistent folder structure, so documents are stored in the right place from day one and are easier to find later.

What does AFC do for me as a user?

When AFC is enabled in your organization:

• Every Salesforce record starts with a familiar folder structure
• Folders and subfolders are already organized before the first file is uploaded
• Folder naming conventions are consistent across teams and records
• Folder names can be shown in the user’s language (localization)
• Folder rules (such as allowed file categories) can guide where documents should be stored

This reduces manual folder work and helps keep document storage predictable.

What happens when a record is created?

When a new Salesforce record is created (for example, a new Case):

1. Cartularius automatically creates a folder structure for that record.
2. One or more subfolders may be created immediately.
3. Folder names may be displayed in the user’s language.
4. Folder rules and restrictions defined by your admin are applied from the start.

As a result, users can upload documents immediately without first creating or designing a folder structure.

Why does this matter in daily work?

Automated Folder Creation improves daily document management in Salesforce by:

• Reducing time spent organizing documents
• Preventing inconsistent or unclear folder structures
• Making documents easier to find, especially later in the process
• Supporting teams that work across multiple languages
• Helping users store files faster when folder rules and file categories guide the correct destination folder

Where does this show up in the user experience?

You will notice AFC mainly in the Files and Folders component:

• Records already have folders available when you open them
• Folder names follow a consistent pattern across records
• Uploading files is quicker because folders are already in place
• In some orgs, file categories and folder rules can influence which folder is selected during upload

What will you learn in this section?

This section explains the user-facing parts of AFC, including:

• Folder types (How folders can represent record structures and relationships)
• File categories (How categories can help keep documents organized and guide uploads)