Share Files with Libraries in Salesforce Classic.
- On the Files tab, click 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 ...
- Do one of the following, depending on what happens next:
- If the Publish Content to Multiple Libraries dialog box appears, it means that another library already manages the file. Select one or more other ...
- If the Share files with a library confirmation message appears, it means that the file has been shared with people who have Collaborator access. If ...
Full Answer
How to share multiple files in a folder in Salesforce?
Salesforce: Share Multiple Files in a Folder Using Public Links In Winter '19, Salesforce introduces a new feature for the ability to share files in a folder to the public. Once you in Content Deliveries and Public Links, enable this "Public Links can be enabled for users (Requires Content Deliveries)".
How do I SHARE library content with other users?
Click Create New, then Content Pack. Drag and drop the files you want into the content pack. Add the users you want to share this library content with, and give them access levels within the library (Viewer, Author, or Library Administrator). Next, we'll make sure the users we've added to our library have permissions to deliver the library content.
How to manage library permissions in Salesforce?
This will allow you to add, edit, and delete Library Permissions - a Library Permission is a set of user privileges for Salesforce CRM Content libraries. Click Edit on Library Permission Name and enable Deliver Content. If you do not see Deliver Content action, reach out to Salesforce support to enable it.
What is content management library in Salesforce?
Content Management Library from Salesforce. With Sales Cloud you can create a content management library that will let you quickly search and share content like presentations, contracts, proposals, and more.
Collaborate on files as a team from anywhere, on any device
Collaborate on a wide range of files as a small team, across your organization, or externally with customers. Follow files and be notified when a new version is uploaded. See version history and comments. Drag and drop multiple files for fast and easy uploads to Salesforce.
Search for and find files, fast
Put all of your files, content, and customer information in one place to make it easier than ever to find what you’re looking for. With quick filters, you can find what you need by group, library, most recent, and your own files. You can also follow a file to ensure you never have to search for it again.
Publish the latest information and eliminate mistakes
Keep the most up-to-date sales tools in front of your sales and marketing teams. Eliminate mistakes in the sales cycle by managing and publishing the most accurate product specs, contract documents, and price lists.
Take an interactive guided tour
See how companies of all sizes can use Salesforce to drive success on every deal, every day. This interactive tour guides you through the different capabilities of the world’s #1 CRM app today.
File Sharing Software by Salesforce
Now, you can organize all of your important files within a single dashboard with Salesforce’s cloud-based file sharing software.
File Sync and Share from Sales Cloud
Collaboration has never been easier. With Sales Cloud, you and your sales team can share files, work together on projects, and access information on the go. This means you can close deals faster and increase productivity overall.
Create and Share a File Link in Lightning Experience
In Lightning Experience you can share a link to a single file or folders. For a single file,
Create and Share a Public Link for a Folder in Lightning Experience
You can create public links to share folders, giving recipients inside or outside your company access to sets of files. The public link is an encrypted URL. Folder Sharing in Lightning Experience provides an alternative to Content Packs in Classic. From the Library folder’s row-level actions click Public Link | Copy Link.
Create and Share a File Link in Salesforce Classic
On Files home, click Upload files, select a file, then click Sharing Settings and choose Anyone with Link. Copy the link and share it with people inside or outside your company.
Enable Link Sharing
From Setup, enter Content Deliveries and Public Links in the Quick Find box, and select Content Deliveries and Public Links. Select Content Deliveries feature can be enabled for users and Public Links can be enabled for users (Requires Content Deliveries).
Monday, January 7, 2019
In Winter '19, Salesforce introduces a new feature for the ability to share files in a folder to the public. Here is the article Share Multiple Files in a Folder Using Public Links. This feature is available only in Lightning.
Salesforce: Share Multiple Files in a Folder Using Public Links
In Winter '19, Salesforce introduces a new feature for the ability to share files in a folder to the public. Here is the article Share Multiple Files in a Folder Using Public Links. This feature is available only in Lightning.