(Sales and Marketing Applications II 14%) Describe the capability of salesforce content Flashcards

1
Q

Identify the main capabilities of Salesforce CRM Content

A

Content permissions, Library folders, Content Delivery, file Management, Content Libraries

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Explain the use of Content Delivery for sharing content with external parties

A

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

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Describe how libraries can be used in Salesforce Classic and Lightning Experience

A

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 well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

Identify the permissions required for Salesforce CRM Content

A

users must be assigned library permissions before they can use libraries. All new organizations contain three library permissions: library administrator, author, and viewer.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

what is salesforce content?

A

Is a complete content management system and builds upon the simple file storage that is available in documents.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

What Gives Content Permissions

A

salesforce CRM Content feature license and profile permissions can be used to grant access

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

Library folders

A

In Lightning Experience, folders and subfolders can be used to structure from files home.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

Content Delivery

A

can be created from a contact, lead or opportunity to share files with external parties. Can only be done in classic.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

File management

A

Various types of content, such as Powerpoint files, Google Docs, audio, video files can be uploaded, and the file versions can be tracked

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

Content Libraries

A

Personal and shared libraries can be used to organize content. Library permissions can be defined

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

lightning email

A

can be used to send salesforce files to external contacts as attachments. salesforce files and content deliveries permission must be enabled

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

Content permissions

A

needed in order to grant access and preform actions on content

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

library folders

A

folders and subfolders can be used to structure libraries from files home

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

file management

A

various types of content like google docs etc. can be uploaded and tracked.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

content libraries

A

personal and shared libraries can be used to organize content

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

what must you do in order to have access to files home

A

the files tab must be added to the content app.

17
Q

when can folders not be enabled?

A

if the library has more than 5,000 files.

18
Q

libraries can be created, updated, and managed from where?

A

files home

19
Q

what kind of libraries can be deleted?

A

empty ones

20
Q

wat happens if a lightning email is getting close to hitting it’s max of 2000 shares?

A

a public link or a public chatter post can be created to share the file

21
Q

do attachments that are sent in lightning experience expire?

A

not automatically, but can manually be expired

22
Q

central access point to preview content and all other information about the file

A

content detail page