What is Salesforce content library?

What is Salesforce content library?

Salesforce CRM Content simplifies content management by incorporating user-friendly features into the following tasks: 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.

Where is the content library in Salesforce?

Once you have located a Salesforce CRM Content library in the My Libraries area of the Libraries tab home page or on a content details page, click the library name to display detailed information. For details about the publishing options at the top of the page, see Upload and Publish Content.

Which content feature can be used to Organise files in Salesforce?

Salesforce CRM content feature
Salesforce CRM content feature helps organize, share, search, and manage content within your organization and across key areas of Salesforce. Content includes all file types, from traditional business documents such as Microsoft® PowerPoint presentations to audio files, video files, Web pages, and Google® docs.

What is Salesforce content 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 members to browse for content by tag. Contributors can enter any tag when publishing or editing content.

How do I create a content library in Salesforce?

Step 1: Create a New Library

1. From the My Libraries section of the Libraries tab home page, click New.
2. Enter a unique library name.
3. If you want, add a description.
4. Click Save and Add Members. Note If you want to add members later, click the Save and Close button.

How do I enable CRM content in Salesforce?

How to enable Salesforce CRM Content in Salesforce

1. Go to Customize | Salesforce CRM Content | Settings and select Enable “Salesforce CRM Content”
2. On the right side, click Edit, then select “Enable Salesforce CRM Content”:
3. Go to users.

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 can content types be used Salesforce?

Standard Content Types. The standard Document, Image, and News types in Salesforce CMS let you organize your content without leaving the CMS app. When you add content to a workspace, you can choose to either upload a file directly from your desktop or link to an external URL.

What does enable Salesforce CRM content do?

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 content management in Salesforce?

Today, we are announcing Salesforce Content Management System (CMS) — a hybrid CMS designed to help you easily create and deliver content to any channel or device. In today’s world, companies are working to create, deliver, and personalize content to their customers at every touchpoint.

What are content types in Salesforce?

How do I add CMS content in Salesforce?

Add Content in Salesforce CMS

1. In the Salesforce CMS app, open the workspace. Click Add Content.
2. Select the content type.
3. Click Create Content and fill in the fields.
4. To make the content available for collections and for individual placement on a page in your site, click Publish.

What do you mean by content in Salesforce?

Salesforce CRM Content you can organize, share, search, and manage content within your organization and across key areas of the Salesforce application. Content can include all file types, from traditional business documents such as Microsoft® PowerPoint presentations to audio files, video files, Web pages, and Google® docs.

What is the Component Library in Salesforce Lightning?

The Component Library is the Lightning components developer reference. Rapidly develop apps with our responsive, reusable building blocks.

How does content management work in Salesforce CRM?

Salesforce CRM Content simplifies content management by incorporating user-friendly features into the following tasks: 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 does the reports tab do in Salesforce?

The Reports tab allows you to create standard or custom reports on Salesforce CRM Content data. 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.