How do I use Salesforce CRM content?
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 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.
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.
What is a Salesforce content Pack?
A content pack is a collection of related documents or files that are stored as a group in Salesforce CRM Content. For example, you may want to create a content pack with a product list, price quote, and contract to send to a particular customer.
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.
What is Receive Salesforce CRM content email alerts?
Depending on your notification settings, you are notified of changes to your subscribed content via real-time emails or a once-daily email. Tip To configure your notification settings, go to your personal information page, click Edit, and select Receive Salesforce CRM Content email alerts .
Where is content in Salesforce?
The Content tab displays files, content packs, Web links, and Google docs published in your Salesforce CRM Content libraries.
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.
How do I create a content pack in Salesforce?
Click the + sign in the navigation bar (next to Contacts Accounts Leads etc.).Select Libraries. ... Click Create New, then Content Pack.Drag and drop the files you want into the content pack.More items...•
What is content delivery feature of Salesforce content?
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 share content in Salesforce?
Share a Single Content ItemIn the Content Builder grid, find the item you want to share.Expand the dropdown menu by the item.Select Share.Select the business units that can access the item.Choose the Edit Permissions for the recipient business units.Click Share.
How do I view files in Salesforce lightning?
How the component works?Navigate to the App Launcher in Salesforce Lightning.Search for the Document object and click on it.Select the document that you wish to view the details.Click on “view file” to see the file attached to it.User can delete the document from the detail page or from the list view directly.
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.
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 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.
What is CRM in business?
Customer relationship management is any tool, strategy, or process that helps businesses better organize and access customer data. It all started with handwritten notes and Rolodexes, but with the advent and proliferation ...
Is CRM software a competitive advantage?
Thirty-nine percent of companies that have integrated CR M platforms cite their data as a competitive advantage or a strategic asset.
What is Salesforce CRM?
What is Salesforce? Salesforce is the world’s #1 customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere. Salesforce is the world’s #1 customer relationship management (CRM) platform.
How to contact Salesforce?
Contact a salesforce.com Support or Sales Representative. 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.
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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.
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Implementation Tips
Before you create libraries, review the files you plan to store to determine how many libraries you need and what content belongs in each library. Users are given access to content based on library.
Best Practices
If you are using the Related Content related list on Salesforce objects, align your custom content fields with the standard and custom fields on the object to increase the accuracy of a search.
Build content in one place. Deliver it anywhere
Your creative control room is CMS Workspaces. Create, manage, and syndicate everything your customers view, read, and enjoy right here. Update as often as needed to keep your content fresh and relevant.
Embed and extend content everywhere
With out-of-the-box integrations with Pardot Email Builder, Marketing Content Builder, and Experience Builder, you can easily surface content across portals and storefronts. Enjoy quicker speed to market and fast deployment with prebuilt templates or developer-friendly tools.
