Find Salesforce CRM Content Related to Records | Salesforce
Find Salesforce CRM Content Related to Records
Quickly find content files that are related to leads, accounts, contacts, opportunities, products, cases, or custom objects by using the related lists on those records.
Available in: Salesforce Classic
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
To access Salesforce CRM Content:
Salesforce CRM Content User checked in your personal information
Member of the library
If your organization has Salesforce CRM Content enabled, you can take advantage of Salesforce CRM Content functionality on detail pages for leads, accounts, contacts, opportunities, products, cases, or custom objects. The Related Content related list allows you to search for files, content packs, Web links, or Google docs and attach them to the record. When you attach a file, the latest version will be available for the life of the record unless the file is removed.
The Related Content and Content Deliveries related lists are only available on a record if they have been added to the corresponding page layout by an administrator.
From the Related Content related list, you can:
Click the content's title to view the content details page where you can perform several tasks, such as commenting and voting on content, downloading files, opening Web pages and Google docs, and subscribing to content, authors, tags, or libraries. For more information, see View and Edit Content Details.
Click Del next to a piece of content to remove it from the record. This does not delete the content from the Salesforce CRM Content library.
If content deliveries are enabled in your organization, click Deliver Content to create a content delivery. A content delivery allows you to easily convert documents such as Microsoft® PowerPoint and Word files into an optimized web-based version for easy online viewing. Once you create your delivery, you can send its encrypted URL to any recipient, such as leads, customers, partners, and colleagues, and then track how often the content is viewed or downloaded. Content deliveries are available in Salesforce Classic only. However, Lightning Email generates delivery-based links as email attachments for Lightning Experience users who have access to the Content Deliveries feature. For more information, see Creating Content Deliveries.
Search for related content:
Click Find Content or Search All. In both cases, Salesforce CRM Content searches within the libraries that you have access to. If you click Search All, the search results display all the content in your libraries. For the Find Content search, your search results contain content that is relevant to the record; Salesforce CRM Content searches for content with text or attributes that match the following fields:
On an opportunity, the Opportunity Name, Account Name, and all competitors and products.
On an account, the Account Name and Industry.
On a case, the Case Reason, Subject, Account Name, and Industry.
On a lead, the Name, Company, Industry, and Title.
On a custom object, clicking Find Content returns search results that contain the full custom object name in the document's text or attributes. If no content meets this criterion, the search results will be empty and a Search All search should be used instead.
On the search results page, filter your results as needed by entering search terms or selecting filter criteria from the sidebar.
Click Attach for any file that you want to attach to the record.