To make the content available for collections and for individual placement on a page in your site, click Publish. After you publish, a detail page of the content gets created in all sites in the workspace, and it uses the detail page for the content type. The page remains on your site until you unpublish or archive it.
- In 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.
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 publish to Salesforce using presets?
After you've configured the preset, you can publish to Salesforce. Click the ellipsis icon (...) near the preset and click Publish. You can also edit the server information after clicking Edit. Select the presets to which you want to publish the content. Click the Generate Preset icon in the Output Presets panel.
How do I create custom content types in Salesforce?
He can also use an AppExchange package created by Salesforce Labs ( CMS Content Type Manager) to create custom content types. The content creation window is also where you can publish and unpublish content. Once you publish the content, it’s ready for sharing with the outside world via the publishing channel you’ve chosen.
What is Salesforce knowledge base and how to publish to it?
Learn how to publish your content directly to Salesforce Knowledge Base. Salesforce Knowledge Base is a knowledge management system that you can use to resolve customer queries and queries from external and internal employees. Salesforce Knowledge Base is a self-serve online repository of articles about a product, service, or topic.
Is Salesforce CMS headless?
The headless nature of Salesforce CMS content makes it flexible to author once, and consume anywhere that meets your needs.
Is Salesforce Knowledge a CMS?
Salesforce Content Management is a hybrid CMS, meaning it has a user-friendly front-end to help marketers create content and extend it to any Salesforce touchpoint – such as a commerce site, marketing email, or experience portal.
How do I enable CMS in Salesforce?
Enable Salesforce CMS Go to Setup and find the User profile you want to enable it for. Set Salesforce CMS to Visible to enable the app for Users. In the Tab Settings section, set CMS Home, CMS Channels, CMS Workspaces, and CMS Experiences tabs to Default On.
What is CMS content in Salesforce?
Salesforce CMS is a hybrid content management system, where you can curate and share content, manage multiple language versions of your content, and control who creates what. Use Salesforce CMS to create, manage, and deliver content from a central location, and then share that content across multiple channels.
How do I publish a knowledge article in Salesforce lightning?
Click the *Knowledge tab [1] at the top and change the list view to Draft Articles [2].Check the box next to all three article titles and then click Publish.Ensure Publish Now is selected.Click Publish.
How do you deploy knowledge in Salesforce?
In salesforce setup, Search and open Import article wizard....Choose Production and provide salesforce login credentials.Export articles based on the filter provided by the app.Export in Salesforce Article importer format.Once done, mail will be sent to the exported user. Download from the mail.
How do I add CMS content 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.
How do I create a CMS collection in Salesforce?
Let's go for it.Creating a CMS Collection.Step 1: Create/update the records to be featured. ... Step 2: Create a list view. ... Step 3: Navigate to the Content Management workspace.Step 4: Click on Salesforce CRM tab (left) and then Add CRM Connections.Step 5: Select the object (Product) and click Save.More items...•
What is CMS workspace?
A CMS workspace is where you create, organize, and share content across channels. Workspaces can define particular geographies or product lines or even something as ephemeral as campaigns. Workspaces are flexible so you use them to meet your particular goals.
What is the difference between CRM and CMS?
Customer relationship management software (CRM) keeps track of all your leads and customers by recording and reporting their interactions with your website. A content management system (CMS) is used for building and managing a website.
How do I query CMS content in Salesforce?
Enable search for your Salesforce org's channels in the CMS Channels tab and get your users to the CMS content they need.From Setup, open the relevant user profile and click Edit. ... Save your changes, log out of your org, and then log back in to access your changes.More items...
Is Salesforce commerce Cloud a CMS?
Salesforce CMS is a hybrid CMS. It combines the features of a coupled CMS for some of the platform orgs you may be developing on (for example Community Cloud) but also a de-coupled experience for distributing that content to other platforms.
What is collection in Salesforce?
Collections are created in the publishing channel’s workspace, which means the Salesforce admin has to help the content owners with organization. Sheng looks at the content that they have, and comes up with a few categories. He asks Chris to create a topic for each of the categories, and tags the content with the appropriate one.
Can you create a collection before you create content?
You don’t always have content to tag and put in a collection, so you can create a collection before you create content. As long as you set up a dynamic collection and add the right conditions (such as topic, publishing date, or title), the collection automatically populates when you start adding content.
Can Sheng and Elle put content in Salesforce?
As Sheng and Elle start brainstorming about the content they want to put in the CMS, they can’t help thinking that they have a treasure trove of information sitting in Salesforce records in their org. Say, for example, that Tucker Home Goods could share a carefully selected subset of fields from product records. Tucker Home Goods already makes its suppliers fill out a specifications field, so it would make sense to expose that field to buyers.
