ContentDocument represents the library in Salesforce CRM Content or Salesforce Files. Based on the ContentDocumentId, you can retrieve the ShareType and LinkedEntityId from ContentDocumentLink object. SELECT Id, ShareType, LinkedEntityId, Visibility FROM ContentDocumentLink WHERE ContentDocumentId = '069q00000001jv0'
Full Answer
How do I give access to a library in Salesforce?
How do I give access to a library in Salesforce? Enter General Settings in the Quick Find box, then select General Settings. Select Libraries in Salesforce Files. To control access for a subset of users, use the Access Libraries permission, available for profiles and permission sets on most standard user licenses.
How to access the content library?
When you add a template from Content Library 360 to your Storyline project:
- The slide you chose will be automatically added to the current scene.
- You can use theme colors and theme fonts to quickly customize the template to match your brand requirements or style guide.
- The theme of the template will be added to the themes gallery on the Design tab of the Storyline ribbon, so you can easily reuse it later.
What is content document in Salesforce?
The ContentDocument object represents a document that has been uploaded to a library in Salesforce CRM Content or Salesforce Files. ContentDocument object is to retrieve, query, update, and delete the latest version of a document, but not a content pack, in a library or a file in Chatter.
How to enable Salesforce CRM content in Salesforce?
The profile of the user doing the sync should have the following permissions enabled:
- Manage Salesforce CRM Content
- Create Libraries
- Manage Content Permissions
- Manage Content Properties
- Manage Content Types and
- Deliver Uploaded Files and Personal Content
Where is the library in Salesforce?
Enter General Settings in the Quick Find box, then select General Settings. Select Libraries in Salesforce Files. To control access for a subset of users, use the Access Libraries permission, available for profiles and permission sets on most standard user licenses.
How do I get to library in Salesforce lightning?
You can begin using Folders from within Lightning Experience by navigating to the Files Tab and selecting your desired Library from the menu options on the left hand side. From within the desired Library click the "New Folder" button. You will see a window where you can enter Folder Name.
What is content library in Salesforce?
Store, share, and manage your files in content libraries. Create Libraries. Store, share, and manage your files in content libraries so you can decide who has access to files in each library and what permissions they have. Each org can have up to 2,000 libraries.
How do I enable libraries in Salesforce?
To enable libraries, contact your admin or see Set Up Salesforce CRM Content." After an administrator has Set Up Salesforce CRM Content for your org, they should also verify that affected users are assigned content licenses and are members of desired libraries in Classic.
How do I enable library components?
Go to Libraries, and select My Libraries, and click New. You can give your library a unique name and description in the New Library Wizard.
Is Salesforce content available in lightning?
Libraries are available in both Lightning Experience and Salesforce Classic. In Lightning Experience, you can further organize your library content with folders.
How do I access Salesforce CRM content?
How to enable Salesforce CRM Content in SalesforceGo to Customize | Salesforce CRM Content | Settings and select Enable “Salesforce CRM Content”On the right side, click Edit, then select “Enable Salesforce CRM Content”:Go to users.More items...
How do I view files in Salesforce lightning?
How the component works?Navigate to the App Launcher in Salesforce Lightning.Search for the Document object and click on it.Select the document that you wish to view the details.Click on “view file” to see the file attached to it.User can delete the document from the detail page or from the list view directly.
How do I find files in Salesforce?
To find specific documents, use the Find Document button on the documents home page.Click the Documents tab.Enter your search terms. Salesforce searches the following fields: ... Click Find Document. ... To go to the detail page for a document, select the document or click View.
How do I view libraries in Salesforce?
Once you have located a Salesforce CRM Content library in the My Libraries area of the Libraries tab home page or on a content details page, click the library name to display detailed information. For details about the publishing options at the top of the page, see Upload and Publish Content.
How do I create contents in Salesforce?
Add Content in Salesforce CMSIn the Digital Experiences app, open the workspace. Click Add Content.Select the content type. ... Click Create Content and fill in the fields. ... To make the content available for collections and for individual placement on a page in your site, click Publish.
Implementation Tips
Before you create libraries, review the files you plan to store to determine how many libraries you need and what content belongs in each library. Users are given access to content based on library.
Best Practices
If you are using the Related Content related list on Salesforce objects, align your custom content fields with the standard and custom fields on the object to increase the accuracy of a search.
Creating a Library Permission
To create library permission, you need to have the “manage content” feature. If you don’t have it, the “manage Salesforce CRM content” permission will suffice. If you are ready, follow the steps in creating library permission.
Deleting Library Permission
Sometimes, an organization may find one or two library permissions no longer useful for their operations. To delete library permission, access Content Permission. Click Del beside the appropriate permission.
