In the Salesforce CMS app, open the workspace. Click Add Content. Select the content type.
How do I add content to a Salesforce workspace?
Note When you add new content to your workspace, it’s given a Salesforce CMS Content Key. This key sticks with the content across orgs, versions, sites, and components. To make the content available for collections and for individual placement on a page in your site, click Publish.
How do I update content in Salesforce?
Include a ContentDocumentId column with an 18-character ID. Salesforce uses this information to determine that you’re updating content. When you map the ContentDocumentId, the updates are added to the content file. If you don’t include the ContentDocumentId, the content is treated as new, and the content file isn’t updated.
How are content items displayed in the Salesforce console?
All Salesforce CRM Content items display as primary tabs in the Salesforce Console. 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.
How do I deliver content in Salesforce CRM?
Salesforce CRM Content users can deliver content from shared libraries or a personal library. After creating a content delivery, always preview it before sending the URL to your recipients to ensure that the formatting in the original file displays properly in the online version.
How do I import contents into Salesforce?
Import ContentDocument & ContentVersionsOpen and Configure Data Loader to use a 'Batch Size' of 1.Select Insert and select Show all Salesforce objects.Select ContentVersion.Browse to your CSV file.Click Create or Edit a Map then select Auto-Match fields to columns.Click OK | Next | Finish.
How do I import a CSV file into Salesforce?
To upload a CSV file, click on the Upload CSV button to select the file from your computer or drag and drop your file inside the import wizard. You can import files from your PC, Dropbox account, FTP, or SFTP connection.
How do I upload a file to a content document in Salesforce?
Example:Step 1: Create a Content Version.Step 2: Fetch the Content Document Id from Content Version. ... Step 3: Search with the content document id in Salesforce to display the created file. ... Step 4: Assign the file to a record by using the content document link.
What should you do prior to loading the data into Salesforce?
Required fields are in place to make sure that your data is organized correctly. To avoid errors, verify that they're included in your spreadsheet....Fix up What's Already in SalesforceRequired fields for Accounts: name.Required fields for Contacts: last name.Required fields for Leads: last name, company name.
How do I upload a file to Salesforce using data loader?
Refer to the field's 'Description' details in the guide linked above.Open Data Loader and click Insert.Select the Show all Salesforce objects box.Select ContentDocumentLink.Browse to your CSV file.Click Create or Edit a Map then select Auto-Match fields to columns.Click OK | Next | Finish.
How do I prepare my data for import Salesforce?
3:066:06Prepare your Data for Import | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFile you'll need to match the names of your columns to the fields in salesforce. The data importMoreFile you'll need to match the names of your columns to the fields in salesforce. The data import wizard and the data loader will start by auto mapping your columns to existing fields.
Can you upload Documents to Salesforce?
You can attach files—such as Microsoft® Office documents, Adobe® PDFs, images, and videos—to most Salesforce records through the Files related list. Note If you don't see the Files related list on a record, ask your admin to add it to the page layout for that record type.
How do I upload files to Salesforce lightning?
To upload files to a library, select the library and then click Add Files. Files you upload to a library inherit the sharing settings of that library. You can also add files to Salesforce by: Attaching a file to a Chatter post.
Can you store Documents in Salesforce?
You can store documents and images on the Documents tab without attaching them to records. You can then use these items in your Salesforce org, such as when creating an email template. Searching returns a list of documents that match all your search terms.
Which two are considerations for importing data into Salesforce?
Things to Consider When Importing Data Into SalesforceWhen to Use a Data Import Wizard vs. Data Loader. ... Multiple Street Fields. The standard Address component in Salesforce is made up of a number of fields: Street, City, State, Zip/Postal Code, and Country. ... Required Fields. ... Invalid Email Addresses.
How do I open a data loader in Salesforce?
Installing Data LoaderLog in to your salesforce application.Go to setup-> Data management ->data loader. ... Install that downloaded file in your machine.To start data loader double click on short cut on your desktop or go to Start > all programs >saledforce.com>Apex data loader>Apex Data loader.
How do you prepare data for data loader?
1:014:43How to Prepare a CSV File to Insert Using Data Loader | SalesforceYouTubeStart of suggested clipEnd of suggested clipOpen data loader click on the export. Button login using your credentials. On the next screen clickMoreOpen data loader click on the export. Button login using your credentials. On the next screen click on the account object. Select a place where to save the export file and click on the next. Button.
Importing Data into Salesforce (Project Roadmap)
A typical Salesforce implementation consists of 10 steps, 3 of which require data loading and can account for up to 25% of the time of the total implementation process and additional expenses.
Common Data Loading Challenges
Unfortunately, clean data, migrate data and integrate (the steps highlighted above), are often an afterthought. Not properly planning for these steps, which all require data loading, can lead to unexpected costs and extended implementation timelines.
How to Choose the Right Data Import for Your Salesforce Project
To help, we have come up with a checklist of questions you should ask when planning out a Salesforce implementation. By considering each of these factors early in the implementation process you can ensure that the right tools have been selected, the appropriate resources are in place and the required budget has been allocated.
How to Import Data into Salesforce – 5 Options
There are many data loading solutions available to you. I focus on 5 options to get you started, including pros and cons:
Summary
We hope that using these questions will help you to accelerate your next Salesforce implementation and avoid unforeseen costs and delays. To help you identify which data loading solution is right for your project we recommend downloading our infographic, How to choose the right data loader to accelerate your Salesforce Implementation.
Import Content from an External Source
Transfer content from an external source or CMS, or mass-import images from an external digital asset manager (DAM) to Salesforce CMS. First prepare your content for import by creating JSON files that describe the content. Then add the JSON files to a .zip archive.
Import Local Files
To import local files, such as documents and images, create a folder named _media and add the local content files. When you enter the content details into a JSON file, use the ref attribute to reference the local image or document filename and its location inside the _media folder.
Import Content with References to Other Content
To reference one piece of content in another, always import or add the referenced item in the workspace before you import the content that references it. For example, if a news item references an image, ensure the image is in the workspace so that the news item can reference the content key of the image.
Bulk Publish after Import
To bulk publish content after import, import content in the Salesforce CMS workspace and select Publish content after import to change the status of all the content in your import to published. If the content is already in your CMS workspace, it replaces your last published version.
Export Content from Salesforce CMS
When you export from Salesforce CMS, each piece of content formats in an individual JSON file included in a .zip archive.
Import Content after Export
When you import the .zip archives into a Salesforce CMS workspace, import the media .zip archive first, then import the corresponding content export .zip archive.
CMS Collection Components and Content Export
CMS Collection components aren’t included when you import or export in Salesforce CMS. Recreate your CMS Collection in the CMS destination org. If you use the same name for the collection, it’s not necessary to add it to the component again after you recreate it.
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.
