Store, share, and manage your files in content libraries. Create 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 access 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.
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.
How do I create a library in Salesforce?
Step 1: Create a New Library
- From the My Libraries section of the Libraries tab home page, click New.
- Enter a unique library name.
- If you want, add a description.
- Click Save and Add Members. Note If you want to add members later, click the Save and Close button.
Where is the library in Salesforce lightning?
You can begin using Folders from within Lightning Experience by navigating to the Files Tab and selecting your desired Library from the menu options on the left hand side.
What is Salesforce 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.
What is CRM content user 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 enable a library in Salesforce?
To create or edit library permissions in Salesforce CRM Content, from Setup, enter Content Permissions in the Quick Find box, and select Content Permissions. Choose Add Library Permissions or Edit next to the permission.
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 share my Salesforce library?
next to the file that you want to share with a library. Select Share with library. Or, for external file references (only applicable for Files Connect users), select Share a reference, and choose Library in the Sharing Settings dialog box.
How do I enable CRM content in Salesforce?
How to enable Salesforce CRM Content in Salesforce
- Go 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.
What is a salesforce dynamic dashboard?
Dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. Without read access to a record, that record will not be accounted for in the dashboard. This allows you to control data visibility without having to create separate dashboards.
What is a bucket field?
The Bucket Field in Salesforce is a valuable feature that allows you to rapidly categorize values for a field in a report without having to create a custom formula field at the object level. In reporting, a bucket is a custom category that you create. Bucketing is a Salesforce report and documentation tool.
What is the difference between static and dynamic dashboards?
A Static Dashboard is the default in Salesforce. Dynamic Dashboards can be customized to each viewers needs regardless of what they have permission to see in Salesforce.
How many types of reports are there in Salesforce?
Types of Salesforce Reports
There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
What is sandbox in Salesforce?
A sandbox is simply a copy of your database you can use to test new ideas. Oftentimes, when you work with a consultant on new functionality for your database they will build and demonstrate it for you in a sandbox before it becomes part of your actual database.
What is Apex in Salesforce?
Apex enables developers to access the Salesforce platform back-end database and client-server interfaces to create third-party SaaS applications. Apex includes an application programming interface (API) that Salesforce developers can use to access user data on the platform.
How many dashboards are there in Salesforce?
There are four types of dashboard components in Salesforce.
What is difference between report and dashboard in Salesforce?
Whereas Salesforce reports are displayed in columns and rows, the dashboard is a visual display of this data. Each component on the dashboard displays data from a single report. No component will display data from multiple reports. However, you can view a Salesforce report with multiple dashboarding tools.
What are record types in Salesforce?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
What is the difference between role and profile in Salesforce?
Salesforce Roles and Profiles
Profiles are like circles, whereas roles are arranged into a hierarchy (when using the Role Hierarchy): Profiles are like circles of users that share the same function, eg. ‘Marketing’, ‘System Admin’, ‘Sales’, ‘Support’. Roles are how users relate to each other in a hierarchy, eg.
What are the 6 standard profiles in Salesforce?
There are six (6) Salesforce standard user profiles.
Standard Profiles which mostly used are:
- System Administrator.
- Standard User.
- Read Only.
- Solution Manager.
- Marketing User.
- Contract Manager.
Can one user have multiple profiles?
As far as the first part of the question is concerned, Yes. One profile can be assigned to any number of users. Take the example of a Sales or Service team in a company. The entire team will be assigned the same profile.