How do you relate a file to a record in Salesforce?
Type Salesforce Files in the Quick Find box, select General Settings, and then click Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments. When the preference is enabled, the Notes & Attachments related list displays the Upload Files button.
How do I use 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...
What is content document link in Salesforce?
Represents the link between a Salesforce CRM Content document or Salesforce file and where it's shared. A file can be shared with other users, groups, records, and Salesforce CRM Content libraries.
What is a method for adding content to Salesforce CRM?
Correct answer is Chatter Files and Documents.
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.
What is Salesforce content delivery?
A content delivery allows you to convert documents such as Microsoft® PowerPoint and Word files into an optimized web-based version for easy online viewing.
How do I query content documents in Salesforce?
Execute the below queries in the Developer Console. SELECT Id, LinkedEntityId, ContentDocumentId FROM ContentDocumentLink WHERE LinkedEntityId=<
Can we update content version record?
As per the documentation, You can only update a version if it is the latest version and if it is published. Hi Anudeep, Even that's what I need . I want to update the latest version of Content records.
What is the difference between ContentVersion and ContentDocument?
ContentVersion, ContentDocument & ContentDocumentLink ContentVersion represents the current version of the document whereas ContentDocumentLink represents the link between the document and the record to which it is being attached.
How do I create a content pack in Salesforce?
Click the + sign in the navigation bar (next to Contacts Accounts Leads etc.).Select Libraries. ... Click Create New, then Content Pack.Drag and drop the files you want into the content pack.More items...•
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.
What is Salesforce CMS?
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.