The only method to deliver Content to customers without a Salesforce license was Content Packs. Unfortunately, this feature is slated for retirement by February 2020. Furthermore, Salesforce announced that Content will never be supported in Lightning.
Full Answer
What happens to a file after it is uploaded to Salesforce?
After a file is uploaded to Salesforce, it can’t be reused for multiple content deliveries. Users need to upload the file each time they want to create a content library. Deleting a content delivery deletes the source file in Salesforce, and increases file-storage space.
How to deliver content in Salesforce CRM content?
All Salesforce CRM Content users will see a Deliver Content option on each content details page. So right answer seems like 1 and 2. We get encrypted URL but the same is not customisable. 1. Associate the content delivery with Salesforce record 2. Password Protect content delivery that contain sensitive data ad. 1.
Are content deliveries available in Salesforce Lightning email?
Content deliveries are available in Salesforce Classic only. However, Lightning Email generates delivery-based links as email attachments for Lightning Experience users who have access to the Content Deliveries feature.
What software does Salesforce use for content delivery?
Salesforce uses Adobe Flash among other things for content delivery and visual workflows. Flash is being phased out by the major browsers.
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 enable content deliveries in Salesforce?
Enable 'Deliver Content'Go to Setup | Customize | Salesforce Files | Content Permissions.Find the User's library permission or create a new one if it doesn't exist.Make sure Deliver Content is selected.Click Save.
What are key benefits of using content delivery in Salesforce?
In Content Delivery you control the level of access the recipient has....The big problems Salesforce content and delivery solves are: It makes it easy to find documents. ... It makes it easy to share documents with people outside of your organization and be able to track when they viewed the document you sent them.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 are two capabilities of content delivery Salesforce?
What are the capabilities of the Content Delivery feature of Salesforce Content? (2 answers)Associate the content delivery with Salesforce record.Password Protect content delivery that contain sensitive data.Customize the URL assigned to the Content delivery.Encrypt certain content delivery files.
How do I enable CRM content in Salesforce?
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...
Does salesforce use CDN?
CDNs are the industry standard for web applications. Salesforce's CDN for Digital Experiences provides faster and more secure content delivery. It also provides access to additional features, such as the declarative Service Not Available page, which displays if there's a regional issue affecting your site.
What is CRM content in Salesforce?
Salesforce CRM Content simplifies content management by incorporating user-friendly features into the following tasks: Organizing. Rather than keep files in folders that make content difficult to find, Salesforce CRM Content stores files in fully searchable file repositories known as libraries.
How do I create contents 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.
Does Salesforce have a 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.
Where is content in Salesforce?
Clicking the Content tab displays files, content packs, Web links, and Google docs published in your Salesforce CRM Content libraries. If Chatter is enabled, files posted to Chatter groups and public Chatter files are also displayed on the Content tab.
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.
Why use S drive instead of Salesforce?
As an AppExchange app, here are the Top 10 reasons as to why S-Drive can be a viable replacement for Salesforce Content. 1. Displaying Metadata. In order to better classify the content , content managers need to create metadata related to the content. Metadata can also help discover files in the content database.
Why do content managers need to create metadata?
In order to better classify the content, content managers need to create metadata related to the content. Metadata can also help discover files in the content database. S-Drive is native to Salesforce and allows the creation of metadata.
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.
We built a content management system (CMS) to help novice or expert teams create content and deliver it to any channel. And best of all? Everything is connected to customer data
With Salesforce Content Management System, any user anywhere can create, manage, and deliver content – no technical chops required. [LUMINA / Stocksy]
Learn the basics of Salesforce CMS
Skill up with Trailhead, our free online learning platform, and learn how to create, organize, and publish with a content management system.
A powerfully-simple content management system
With Salesforce CMS, any user can create, manage, and deliver content. You can choose a content type or create custom types, and quickly draft the content in the app – no technical chops required. Multi-language and translation support help you scale, and permissions help you collaborate while maintaining brand standards.
Salesforce Content Management System keeps you connected
When customers visit your digital properties, the content they see needs to be personalized and customer-centric. Every piece of content should address customer pains, needs, questions, and desires. Instead of creating content blindly, teams can kick off the content creation process informed by customer data.
Learn more about content management systems
Build all your content in one place, and build it around your customers.
What is Salesforce Lightning?
Salesforce Lightning is the future of the platform. A modern new user interface that looks beautiful, improves processes, and solves problems with clicks not code. Still, for many organizations, Salesforce Classic is their CRM back bone.
Is Salesforce still adding features to Classic?
However, Salesforce recently announced in the spring ’19 release notes, that Salesforce will no longer be adding features to Classic. Also, moving forward this Fall, the Salesforce Winter ’20 release will turn on Lightning Experience for all orgs on a rolling basis.
Is Salesforce Classic out of the door?
Salesforce Classic is not out the door just yet. Although, there are signs telling us Salesforce is interested in cutting the cord on Classic in the future. They are encouraging users to make the full transition into Lightning. Making the transition to Lightning, is another investment in your organization.
Displaying Metadata
Ability to Add Tags
- In order to specify the content, tags can be used. Tags simplify finding relevant content and help build more advanced analytics about popular content.
File Previews
- Whether it is a video, image, pdf or a Microsoft office document, the content can be previewed easily without downloading.
Ability to Conduct Folder-Based Search
- Any keyword can be used to search S-Drive, and the number of matching results in each folder is displayed in the folder tree to help in very complex taxonomy structures.
Folder-Based Downloads
- A folder or a number of files can be downloaded. The folder, including its nested folder structure, is maintained during the download.
Multiple File Uploads
- A group of files can be uploaded at the same time. Up to 5000GB of content can be uploaded in a single operation.
Secure File (and Folder) Sharing
- A secure link can be generated for a group of files (or folders) vis a vis content pack. This link can be shared with non-Salesforce users. The link works as a download link for non-Salesforce users. Additionally, the link can operate as an access link for users to revise content, upload new content or delete content.
File-Related Analytics
- S-Drive brings the ability to track the usage of the content via an Audit tab and with Salesforce reports and dashboards. You can watch the entire S-Drive as a Replacement for Salesforce Content video below. <span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> Schedule a Sales Call