In Salesforce CRM Content you do not need to download a large document to determine if its content is relevant to you. The contentdetails page provides document details at a glance, including document title, author, description, tags, libraries, comments, votes,versions, subscribers, and downloads. If the document is a Microsoft PowerPoint, Word, Excel, or Adobe® PDF file, you can previewthe entire file in your browser without downloading it. Some aspects of files may not be displayed in previews. Copy-protected PDFscan't be previewed.
What is Salesforce CRM content?
Salesforce CRM Content is also integrated with leads, accounts, contacts, opportunities, cases, products, and custom objects. If Salesforce CRM Content functionality is enabled on the Opportunity tab, for example, Salesforce CRM Content uses the fields on the opportunity detail page to search for files that may be relevant to that opportunity.
What are libraries in Salesforce CRM?
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 manage version management in Salesforce CRM content?
Version management does not require checking files in and out, rather, you simply upload a new version of the file and Salesforce CRM Content maintains a version list accessible from the content details page. You can download past versions of a file and read all reason-for-change comments that an author may have included with a new version.
Why can’t I preview a file in Salesforce?
If a file can be previewed, but a preview doesn’t exist, contact your Salesforce admin to request to regenerate the preview. See if the file is private ( ), privately shared ( ), or shared with your company ( ). Click File Sharing Settings to share a file with people, groups, or via file link; or to see the file’s Sharing Settings.
What file types are supported in Salesforce?
Supported File TypesAll image file formats (for example, .jpg, jpeg, .png, .gif, .svg)All audio file formats (for example, .mp3, .wav)All video file formats (for example, .mp4, .mov, .avi)JavaScript and CSS (for example, .js, .css)ZIP files (.zip)More items...
How can content types be used in CRM content?
Content types are the containers for custom fields; they determine which fields are available during the publishing process and how the fields display on the content details page. You can create multiple content types and assign a content field to any or all content types.
How do I preview files in Salesforce?
Preview a File Clicking a file from Files Home or in a related list opens the File Previewer, which lets you view the file without downloading it. Use the arrow keys in the previewer to see each page, zoom in or out, or change the preview width and screen size.
What happens when you enable Salesforce CRM content?
If the content delivery feature is enabled, you can send content to colleagues, leads, and contacts and then track how often the content has been previewed or downloaded. Salesforce CRM Content is also integrated with leads, accounts, contacts, opportunities, cases, products, and custom objects.
How do I enable content files 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...
What are content libraries in Salesforce?
Store, share, and manage your files in content 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.
How do I preview a PDF in Salesforce?
Go to Setup | Build | Customize | Salesforce Files | Settings | General Settings....Steps to reproduce:Login as User.Switch to Lightning Experience.Search for a record that has a scanned PDF file attached.Click Related tab.Click File for preview.Displaying inverted color preview (0:01:43 Preview via Lightning).
What does Salesforce CRM content user do?
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.
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.
Which permission is needed to publish a document on Salesforce content?
Required Editions and User PermissionsUser Permissions NeededTo upload and publish files and Web links:Manage Libraries checked in your library permission definition OR Add Content checked in your library permission definitionTo publish Google docs:Google Apps account
What is Salesforce CRM content?
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. Administrators can create multiple libraries based on any classification, such as department name, job function, or team, then configure user permissions within the library to balance content access with security. Authors assign descriptive labels called tags to help classify and organize content across libraries. You can view a list of all content that belongs to a particular tag or filter search results based on a tag or tags. Salesforce CRM Content also provides personal libraries, which allow users to reduce the clutter on their desktops while using content-management benefits such as document search and version control.
How does Salesforce search engine work?
The powerful Salesforce CRM Content search engine scans the entire body of the document as well as content properties such as the title, description, tags, categorization data, and author name. You can filter searches by featured content, file format, author, tags, libraries, or custom fields and then view the results with various levels of detail, providing an easy way to find relevant content quickly. If Chatter is enabled for your organization, you can also filter your search results byChatter files. The “smart bar” graphic for downloads, comments, ratings, and subscribers allows you to compare documents within a search result set.
What does it mean to subscribe to a file?
Once a file is located, subscribing to it ensures that you receive an email notification when new versions are published or changes are made to the file's properties. You can also subscribe to authors, tags, and libraries, thus reducing the time spent searching for new or updated content.
Does version management require checking files in and out?
Version management does not require checking files in and out, rather, you simply upload a new version of the file and Salesforce CRM Content maintains a version list accessible from the content details page.
Can you view all content in Salesforce?
You can view a list of all content that belongs to a particular tag or filter search results based on a tag or tags. Salesforce CRM Content also provides personal libraries, which allow users to reduce the clutter on their desktops while using content-management benefits such as document search and version control.
Do you need to download a document in Salesforce?
In Salesforce CRM Content you do not need to download a large document to determine if its content is relevant to you. The content details page provides document details at a glance, including document title, author, description, tags, libraries, comments, votes, versions, subscribers, and downloads. If the document is a Microsoft PowerPoint, Word, ...
Can I preview a PDF file in Microsoft Office 2007?
Some Microsoft Office 2007 features don't display correctly in previews. Copy-protected PDFs can't be previewed.
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.
Searching
The powerful Salesforce CRM Content search engine scans the entire body of the document as well as content properties such as the title, description, tags, categorization data, and author name.
Subscribing
Once a file is located, subscribing to it ensures that you receive an email notification when new versions are published or changes are made to the file's properties. You can also subscribe to authors, tags, and libraries, thus reducing the time spent searching for new or updated content.
Contributing
Uploading new or revised files in Salesforce CRM Content is fast and easy. During the upload process you choose a library and record type for your file or Web link, write a description, assign one or more tags, and fill out any customized fields that help categorize and define your content.
Reviewing Usage and Providing Feedback
Salesforce CRM Content provides several methods for determining whether content is valuable to readers. Featuring a piece of content increases its visibility in search results. Voting thumbs up or thumbs down on a file, Web link, or Google doc and adding comments allow you to participate directly in content improvement.
Sharing Content in Salesforce
Salesforce CRM Content is also integrated with leads, accounts, contacts, opportunities, cases, products, and custom objects. If Salesforce CRM Content functionality is enabled on the Opportunity tab, for example, Salesforce CRM Content uses the fields on the opportunity detail page to search for files that may be relevant to that opportunity.
What is Salesforce CRM content?
Rather than keep files in folders that make content difficult to find, Salesforce CRM Contentand Developer Editionsstores files in fully searchable file repositories known as libraries. Administrators can createmultiple libraries based on any classification, such as department name, job function, or team,then configure user permissions within the library to balance content access with security. Authors assign descriptive labels calledtags to help classify and organize content across libraries. You can view a list of all content that belongs to a particular tag or filtersearch results based on a tag or tags. Salesforce CRM Content also provides private libraries, which allow users to reduce the clutteron their desktops while using content-management benefits such as document search and version control.
What is related content in Salesforce?
The Related Content related list allows users to search for content in Salesforce CRM Content and attach it to leads, accounts, contacts,opportunities, products, cases, and custom objects. To use the related list, each user must add it to his or her page layouts for theseobjects. For instructions on modifying page layouts, see Page Layouts.
What is a Salesforce tag?
In Salesforce CRM Content, tags are descriptive labels that help classify and organize content.Contributors can assign tags to their files, Google docs, or web links, to enable all library membersto browse for content by tag. The tagging rule in a library determines how contributors can tagcontent; for example, the restricted-tagging rule does not allow contributors to create tags. Librarytagging rules are optional. By default, library contributors can enter any tag.
How to view subscriptions in Salesforce?
Clicking the Subscriptions tab displays the Subscriptions home page, where you can view your Salesforce CRM Content subscriptionsand toggle them off or on. Click the Content, Tags, Authors, or Libraries subtabs to view your subscriptions. Depending on yournotification settings, you are notified of changes to your subscribed content via real-time emails or a once-daily email. See View and
What is the language dropdown in Salesforce?
The Language dropdown list contains all twenty languages that Salesforcesupports.
Do you need to download a document in Salesforce?
In Salesforce CRM Content you do not need to download a large document to determine if its content is relevant to you. The contentdetails page provides document details at a glance, including document title, author, description, tags, libraries, comments, votes,versions, subscribers, and downloads. If the document is a Microsoft PowerPoint, Word, Excel, or Adobe® PDF file, you can previewthe entire file in your browser without downloading it. Some aspects of files may not be displayed in previews. Copy-protected PDFscan't be previewed.