(Sales and Marketing Applications II 14%) Describe the capability of salesforce content Flashcards
Identify the main capabilities of Salesforce CRM Content
Content permissions, Library folders, Content Delivery, file Management, Content Libraries
Explain the use of Content Delivery for sharing content with external parties
It can be tracked to see how often it has been previewed or downloaded, It allows conversion of documents such as PowerPoint or word files into an optimized web-based version. -only for salesforce classic, lightning email is similar to this
Describe how libraries can be used in Salesforce Classic and Lightning Experience
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.
Identify the permissions required for Salesforce CRM Content
users must be assigned library permissions before they can use libraries. All new organizations contain three library permissions: library administrator, author, and viewer.
what is salesforce content?
Is a complete content management system and builds upon the simple file storage that is available in documents.
What Gives Content Permissions
salesforce CRM Content feature license and profile permissions can be used to grant access
Library folders
In Lightning Experience, folders and subfolders can be used to structure from files home.
Content Delivery
can be created from a contact, lead or opportunity to share files with external parties. Can only be done in classic.
File management
Various types of content, such as Powerpoint files, Google Docs, audio, video files can be uploaded, and the file versions can be tracked
Content Libraries
Personal and shared libraries can be used to organize content. Library permissions can be defined
lightning email
can be used to send salesforce files to external contacts as attachments. salesforce files and content deliveries permission must be enabled
Content permissions
needed in order to grant access and preform actions on content
library folders
folders and subfolders can be used to structure libraries from files home
file management
various types of content like google docs etc. can be uploaded and tracked.
content libraries
personal and shared libraries can be used to organize content