What are the pros and cons of Salesforce?
- Low risk: Low acquiring cost and low-risk management as an organization tool.
- Salesforce database helps in organizing and digitizing company sales records.
- Allows customization of profiles for individual customers, and gives quick access to individual records.
What is content document in Salesforce?
The ContentDocument object represents a document that has been uploaded to a library in Salesforce CRM Content or Salesforce Files. ContentDocument object is to retrieve, query, update, and delete the latest version of a document, but not a content pack, in a library or a file in Chatter.
How would you like to contact Salesforce?
How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone ...
How to be successful with Salesforce?
- Analyze what the needs of the users are, then design, test, and develop software that meets those needs
- Design Salesforce solutions and create effective project plans. ...
- Suggest new software upgrades for the customers’ existing apps, programs, and systems
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.
What is Salesforce CRM content and uses of it?
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 content document in Salesforce?
Content Document Represents a document that has been uploaded to a library in Salesforce CRM Content or Salesforce Files. This object is available in API versions 17.0 and later for Salesforce CRM Content. This object is available in API version 21.0 and later for Salesforce Files.
What is Salesforce content version?
It represents a specific version of a document in Salesforce CRM Content or Salesforce Files. This means that this object stores document information similar to Attachment. This object is known as File in a user interface with key prefix 068.
What is content delivery in Salesforce?
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.
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. You can create, rename, and delete library folders, and move library files into folders.
What is content document and content version Salesforce?
ContentDocument represents the document which is uploaded in Salesforce Files or in the Salesforce CRM libraries whereas ContentVersion contains the specific version of that document.
How do I add a contents document in Salesforce?
Refer to the field's 'Description' details in the guide linked above.Open Data Loader and click Insert.Select the Show all Salesforce objects box.Select ContentDocumentLink.Browse to your CSV file.Click Create or Edit a Map then select Auto-Match fields to columns.Click OK | Next | Finish.
How are files stored in Salesforce?
You upload a file to a Salesforce CRM Content library. Someone else uploads a file to a library you're a member of. You or someone else creates a content pack or uploads a web link in Salesforce CRM Content. You only see files from content packs and web links you have access to.
How do I share a contents document in Salesforce?
Enter the name of the group you want to share the file with, and select it by clicking its name. Repeat this step to share with more groups. Select access levels for each group. By default, private group access is set to Collaborator, while public group access is set to Viewer.
What is file object in Salesforce?
Document Object in Salesforce represents the files that are uploaded by the users. In contrast to Attachment Records, Document Object in Salesforce is not attached to a Parent Object. These are the documents uploaded to a library in Salesforce CRM Content or Salesforce Files.
What is blob in Salesforce?
Blob. The Blob is a collection of Binary data which is stored as object. This will be used when we want to store the attachment in salesforce into a variable. This data type converts the attachments into a single object.
What is Salesforce 360?
Salesforce unites your marketing, sales, commerce, service, and IT teams from anywhere with Customer 360 — one integrated CRM platform that powers our entire suite of connected apps. With Customer 360, you can focus your employees on what’s important right now: stabilizing your business, reopening, and getting back to delivering exceptional customer experiences.
How long is Salesforce free?
Try Salesforce free for 30 days — no credit card required, no software to install.
How to contact Salesforce support?
Contact us. Call us at 1-800-667-6389, click on chat in the lower right, or let us call you back. Request a call. Contact a salesforce.com Support or Sales Representative. Demo: CRM Introduction. See it in action. Get an overview of what Salesforce can do for your business in our product demos. Watch demos.
What to ask Salesforce?
Ask about Salesforce products, pricing, implementation, or anything else. Our highly trained reps are standing by, ready to help. Or, check out our packaging guide to learn more.
Is Salesforce a CRM?
Reach customers anytime, anywhere, on any channel. Salesforce CMS is built natively on the world’s #1 CRM, so you can deliver personalized experiences at every step.
What is a collection in Salesforce?
Collections: It allows you to establish rules to build static or dynamic lists of content or Salesforce CRM items. One can use collections as a content source in Experience Builder to keep their pages up to date without manually updating individual pieces of material.
What is Salesforce shared content?
Shared Conten t: The content created in the Salesforce CMS app and shared to the site you’re working on is referred to as shared content. You may either publish individual content items or arrange them into collections based on search parameters or subjects.
How to add content to Salesforce experience?
If you wish to add content to an experience produced with Salesforce, your users can choose from two tools: Salesforce Experience Builder and Commerce Page Designer. They can help you create an experience declaratively by dragging and dropping content components onto a website, portal, forum, or e-commerce storefront. These technologies are developer-friendly, ideal if your design and development teams want to use code to create the experience. Furthermore, Salesforce CMS’s headless APIs make it easy to distribute content to a third-party site, experience, or mobile app.
What is Salesforce CMS?
Salesforce CMS refers to the content management system used by Salesforce products. As a central repository for your organization, Salesforce CMS is used to store and retrieve documents, photographs, videos, knowledge articles, and more.
What is CMS Connect?
CMS Connect: This allows you to reuse HTML and JSON feeds from an external CMS source, such as blog posts, common headers, or photos, without duplicating them into your Experience Builder Site. One can use collections and topics to organize and expose content in the most appropriate way easily.
What is a topic in CMS?
Topics: It can be used to group and sort for presentations, and add subjects to your CMS content. When your clients are surfing your websites, make it easy for them to find relevant material.
Do you need a CMS page for Salesforce?
You require a CMS content page created to hold your specific content type for published content on the website of Experience Builder. You may keep your content consistent with the Salesforce CMS content key. It sticks to your content regardless of the version org, sites, and components in Salesforce.
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 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.
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.
Can you share Salesforce content with customers?
Salesforce CRM Content is available in Salesforce Mobile. Users can share content with customers and colleagues from the mobile application when they're away from their desks. To enable Salesforce CRM Content for the mobile application, mobilize the content object and specify which content records are synchronized to the mobile device.
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, ...
How to apply tags to a contentversion record?
To apply tags to a ContentVersion record, set a value in the TagCsv field. For example, setting this field to one,two,three creates and associates three tags to that version.
How to delete tags in ContentVersion?
To delete all tags from a ContentVersion you perform a standard API update by setting the field to null.
What does SOQL return?
SOQL queries on the ContentVersion object return all versions of the document. SOSL searches on the ContentVersion object return only the most recent version of the document.
How big can a file be uploaded via API?
The maximum file size you can upload via the SOAP API is 50 MB. When a document is uploaded or downloaded via the API, it is converted to base64 and stored in VersionData. This conversion increases the document size by approximately 37%. Account for the base64 conversion increase so that the file you plan to upload is less than 50 MB after conversion.
What version of Apex is download handler?
In API version 39.0 and later, custom Apex download handlers can be created that can control access to documents. See the Apex Developer Guide for more information.
What is a query all files?
Query All Files returns all files, including files in non-member libraries and files in unlisted groups.
Can you revise a ContentVersion record?
If you create a ContentVersion record and want to revise it via the API, you insert another ContentVersion record but associate it to the same ContentDocument record as the original. This has an impact on tagging:
Special Access Rules
Salesforce Files in their personal library and in libraries they're a member of, regardless of library permissions (API version 17.0 and later).
Usage
Use this object to retrieve, query, update, and delete the latest version of a document in a library or a Salesforce file. Use the ContentVersion object to create, query, retrieve, search, edit, and update a specific version of a Salesforce CRM Content document or Salesforce file.
Associated Objects
This object has the following associated objects. Unless noted, associated objects are available in the same API version as this object.
