Click Record Types. Optionally, change the default record type for the library. Select the Restrict the record types available in the library checkbox.
Full Answer
How do I enable the libraries component in Salesforce?
Enable the Library Component Set up libraries to upload, share, and manage files. You need Salesforce administrator permissions to enable the Libraries component. Required Editions and User Permissions Available in: Salesforce Classic (not available in all orgs) User Permissions Needed To enable the Libraries component: Customize Application
What happens to files that originate in a Salesforce content library?
First, files that originate in a Salesforce CRM Content Library won’t be removed from the library itself. Second, if the file was shared using a content delivery, the content delivery will survive when you make the file private, though it will be inaccessible.
How to upload files to asset library in Salesforce classic?
In Setup, enter files in the Quick Find box, and select General Settings. Enable Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments. Identify the files in your Documents tab in Classic that you want to keep. Download them, and then upload them to your Asset Library in Files home.
How to enable or disable select files from Salesforce?
In the Administrative Permissions section, enable or disable the Select Files from Salesforce checkbox, and click Save. NOTE:- Another option is to apply the permission in a permission set. Users who have this permission disabled are still able to upload files from their local drive.
How do I restrict files in Salesforce?
Share File | Sharing Settings or Show All on the Shared With list. In the Sharing Settings dialog box, click Make private (or Restrict access if the file originated in a Salesforce CRM Content library). In the confirmation dialog box, click Make private (or Restrict access).
What is library in Salesforce files?
Each org can have up to 2,000 libraries. A library permission is a group of privileges assigned to each Salesforce CRM Content library member. It determines the tasks that a member can perform in a particular library. The same user can have a different library permission in each library.
How do I find 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.
How do I grant access to a library in Salesforce?
To create or edit library permissions in Salesforce CRM Content, from Setup, enter Content Permissions in the Quick Find box, and select Content Permissions. Choose Add Library Permissions or Edit next to the permission.
How do I enable library components in Salesforce?
Required Editions Note To use a guided setup, go to Experience Workspaces | Guided Setup, and select Intelligent Sales Enablement. Click Guided Setup. Set up libraries to upload, share, and manage files. You need Salesforce administrator permissions to enable the Libraries component.
How do I create a private library in Salesforce?
Step 1: Create a New Library. From the My Libraries section of the Libraries tab home page, click New. ... Step 2: Add Library Members. On the Libraries tab, click the library name if the library isn't already open. ... Step 3: Assign Library Permissions to Members.
How do I view libraries 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.
How do I delete a library in Salesforce?
To edit a library, click the dropdown menu next to a library and choose Edit Library Details. To delete a library, click Delete. Note Only empty libraries can be deleted. Delete files first, and then delete the library.
Are libraries available in Salesforce lightning?
Libraries are available in both Lightning Experience and Salesforce Classic. In Lightning Experience, you can further organize your library content with folders. You can create, rename, and delete library folders, and move library files into folders.
How do I share a library in Salesforce?
next to the file that you want to share with a library. Select Share with library. Or, for external file references (only applicable for Files Connect users), select Share a reference, and choose Library in the Sharing Settings dialog box.
How do I enable content management in Salesforce?
Ensure that your site is based on the most up-to-date Lightning template. Enable Libraries in Salesforce Files in Setup | Salesforce Files | General Settings. To tag CMS content with topics, in Experience Workspaces, go to Content Management | Topics. Enable the specific topic's Enable for content setting.
What is Salesforce CRM content user permission?
The user permissions include Manage Salesforce CRM Content, Create Libraries, Manage Content Permissions, Manage Content Properties, Manage record types and layouts for Files, and Deliver Uploaded Files and Personal Content.
How many versions of Salesforce can you have?
Salesforce can track many versions of the same file, but not an unlimited number. You can have up to 2,048 versions. If you’re hitting that limit, you’re in a select group indeed.
What is a file posted to a public feed?
Files posted to public feeds that all users in your company can see are considered shared with your company. Like with the feeds themselves, all users in your company can view the file.
What is file sharing?
File Sharing. File sharing is a way to collaborate on a file with other users in your company (and therefore change the relationships of other users to a file). There are even ways to share files externally.
What is a private shared file?
Privately Shared File. A privately shared file is a file that has been shared with specific people or groups. It may have been shared through Salesforce sharing, by creating a file link and sharing the link, posting the file to a feed on a record (as opposed to a public feed), or publishing it to a private library.
What is a collaborator in a file?
Collaborator. A user can become a "collaborator" on a file when the owner shares the file with them and chooses to grant them collaborator status. A designated file collaborator has the following file permissions: view or preview. download.
Can I share a file with someone?
Files can also be shared by generating an encrypted URL link to the file and sending it to whomever you like. The link is public, so you can share a file this way with individuals both within and outside of your company, including customers and partners.
Can you make a Salesforce file private?
If a file has been shared with a record, you can also make it private without un-attaching it from the record. If you do so, other users viewing the record won’t see the file even though it’s attached. In Salesforce Lightning, making a file private is a manual process.