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Salesforce CRM Content Settings and Enablement

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Course and Content Management Introduction

Salesforce Certified Advanced Administrator • 37s

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  • Salesforce CRM Content Settings and E...

    In this lesson I demonstrate the differences between Salesforce CRM Content in Lightning vs. Classic. We access the Salesforce CRM Content settings and also the Content Deliveries and Public Links areas of Setup to begin initial setup of Content.

    Customize Content Settings

  • Creating Content Packs

    Content packs are a collection of related documents or files that are stored as a group in Salesforce CRM Content. Recipients receive a link they can click on for a preview player to preview or download content. Admins can view tracking info.

  • Disabling Content Pack Creation

    1. According to the Salesforce CRM Content Implementation Guide, if you disable Enable Content Pack Creation after users have created content packs, no content is deleted and users can continue to modify metadata such as description, title and custom fields. However, once content pack creation i...