Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To preview and download shared content:
Member of the library
To preview and download private content:
To upload a new version:
Add Content checked in your library permission definition
To archive and restore content:
Archive Content checked in your library permission definition
Author of the content
To permanently delete content:
Delete Content checked in your library permission definition
To view and edit comments:
Modify Comments checked in your library permission definition
To delete comments:
Delete Comments checked in your library permission definition
To tag content:
Tag Content checked in your library permission definition
To mark content as featured:
Feature Content checked in your library permission definition
To deliver content from a shared library:
Deliver Content checked in your library permission definition
To deliver content from a personal library:
Deliver Uploaded Files and Personal Content checked in your library permission definition
To post content from a library to a Chatter feed:
Post Content to Chatter Feeds checked in your library permission definition
Clicking a file name on the Libraries, Content, or Subscriptions tabs opens the content details page, which is a central access point to preview content and gather information about a particular file, Web link, content pack, or Google doc in Salesforce CRM Content. Starting with the Summer '10 release, if Chatter is enabled for your organization, files posted to Chatter are also listed.
The Preview tab displays if your file is one of the following types:
Microsoft® Office 97 through Microsoft Office 2007 Word, Excel, and PowerPoint. Some Microsoft Office 2007 features don't display correctly in previews.
Adobe® PDF. Copy-protected PDFs can't be previewed.
JPG, BMP, GIF, and PNG.
The following options may be available on the Content Details page, depending on: the type of content you are viewing; your library permissions; and whether the content is in a public or private library, or from Chatter:
Click the thumbs up or thumbs down icon to vote for the file, Web link, content pack, or Google doc. To change your vote, click the opposite icon. After you cast a vote, the Recent Activity list on the Libraries tab indicates whether you like or dislike the content.
For Web links or Google docs, click the Open button to open the Web page in a separate window. For files, click the Download button to open or save the file.
Click Subscribe or Subscribed to toggle your subscription on or off.
For files, click the Content Packs subtab to see which content packs include this file.
Library administrators can click Remove from all to remove the file from all content packs that include the file.
Click the name of the content pack that includes the file to view the details of that content pack.
For content packs, click Clone & Customize to create a new pack by adding or removing files and slides. Salesforce CRM Content saves or publishes your customized pack as new content, not a version of the pack you copied.
Click Edit | Edit Content Details to modify standard and custom fields.
Click Edit | Delete Content to delete the file, Web link, content pack, or Google doc from Salesforce CRM Content by moving it to the Recycle Bin. Authors can delete and undelete their own content regardless of library permissions. Deleting a Google doc removes the doc's association with Salesforce CRM Content but does not delete the doc in Google Apps. You cannot delete a file that is included in a content pack or content delivery. Deleting a Chatter file from the content details page deletes the file from Salesforce CRM Content and from Chatter.
Click Edit | Library Actions and choose Move to Another Library to move the content to a different managing (or “home”) library. Choose Share to Another Library to share content into additional libraries without changing the managing library. Sharing or linking content to other libraries enables members of those libraries to find your content. If the managing library and shared library have different tagging rules, the most restrictive tagging rule applies. If you want to remove content from a library where the content is shared, click Remove from Libraries. This option does not remove content from its managing library.
Click the Comments subtab to view, add, edit, or delete comments.
Click the Versions subtab to view a list of all file versions and the reason-for-change statements provided by the authors.
Click the Downloads subtab to view a list of all Salesforce CRM Content users who have downloaded the file. Download data is not available for Web links or Google docs.
Click the Subscribers subtab to view a list of all Salesforce CRM Content users subscribed to the file, Web link, or Google doc. To subscribe to an author, click the drop-down button next to the author's name. To subscribe to a library, click the drop-down button next to the library name.
Click a tag name to view all the content associated with that tag. Click the arrow next to the tag to remove the tag or to subscribe to all content with that tag.
To add a new tag, enter a tag name in the Add Tags field and click Save. As you type a tag, Salesforce CRM Content autosuggests tags based on the tags in your My Recent Tags list in the Save or Publish window and the Popular Tags section on the Libraries tab.
If your administrator applied a library tagging rule, you may not be able to enter new tags. If the guided tagging rule is applied, you can click Add Tags and choose from the list of suggested tags or enter new tags. If the restricted library tagging rule is applied, you can click Add Tags and choose from the list of suggested tags, but you cannot enter your own tags.
Click the author's name to see a list of the author's published content. Click the arrow next to the author's name and choose Subscribe to Author to subscribe to all content published by that author.
Click Feature or Don't Feature to toggle the “feature” designation on or off. Featured content receives a higher priority than similar content in search results; for example, if 100 files contain the search criteria term sales asset, any featured files with that term will appear at the top of the search results list. Featured content is also listed on the library overview and library detail pages for quick access.
Click a library name to view details about the library. Click the arrow next to the library name and choose Subscribe to Library to subscribe to all content in the library or Show Library Content to view a list of all files, content packs, Web links, and Google docs published to the library.