Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To modify Salesforce CRM Content settings:
“Manage Salesforce CRM Content”
From Setup, enter Salesforce CRM Content in the Quick Find box, then select Salesforce CRM Content to modify the defaults for your Salesforce CRM Content organization:
Enable Salesforce CRM Content
If this option is checked, Salesforce CRM Content is enabled for your organization.
Autoassign feature licenses to existing and new users
If this option is checked, Salesforce automatically attempts to assign Salesforce CRM Content feature licenses to all existing users. If there aren't enough licenses available, no licenses are assigned. Contact Salesforce to request additional feature licenses. When a new user is created, a Salesforce CRM Content feature license is automatically assigned as long as licenses are available. A feature license corresponds to the Salesforce CRM Content User checkbox on the user detail page.
Enable multilanguage search and contribute
If this option is checked, a Language drop-down list is available when users publish, edit, or search for content. The Language drop-down list contains all languages that Salesforce supports.
If a user does not choose a language when publishing content, that content is associated with the user's personal language by default. If the user's personal language setting is different from the organization's language, content published by that user is associated with the user's language, not the organization's language.
Enable content pack creation
If this option is checked, the Create New | Content Pack option displays on the Libraries tab and users can create content packs from any documents or files in their Salesforce CRM Content private or public libraries.
If this option is not checked after users in your organization have already created content packs, those packs are not deleted and users can continue to modify metadata such as description, title, and custom fields. However, once content pack creation is no longer enabled, users cannot customize or modify existing packs. Specifically, the Clone & Customize button and the Edit | Edit Content Pack option on the content details page are unavailable.
Enable enhanced document viewer
If this option is checked, an enhanced set of navigation and customization options are available for the document viewer. The document viewer allows users to preview a document without downloading, whether the document be a content delivery sent to a lead, prospect, or colleague, a document viewed internally in Salesforce CRM Content, or a file in Salesforce Files. The document viewer has three modes: the Preview tab on the content details page (preview mode), the content delivery URL (delivery mode), and full screen mode, which displays when you click the full-screen option on the content details page or in a content delivery. In Chatter, users can preview files in feeds, on file lists, and on the Files tab. The Enhanced document viewer setting provides the following capabilities to users who are viewing documents:
In addition to using the next page (), previous page (), first page (), and last page () icons on the document toolbar, you can navigate page-by-page through a document by right-clicking and choosing Next Page and Previous Page. The right-click menu is not available in preview mode.
You can jump directly to a page by entering the page number and clicking Enter. This option is not available in full-screen mode.
From the right-click menu you can choose the Fit Width option to expand the width of the document or the Fit Full Page option to view the whole page of the document. The fit width icon () and fit full page icon () are also available on the toolbar.
From the right-click menu you can choose the Full Screen option to view the document in full screen mode or the Exit option to exit full screen mode. The full screen icon () and exit icon () are also available on the toolbar.
From the right-click menu you can Zoom In or Zoom Out. The zoom-in icon () and zoom-out icon () are also available on the toolbar.
You can use the scroll bar to move continuously through a document without needing to click the Next Page and Previous Page icons. Continuous scrolling is not available in preview mode or for PowerPoint documents in any mode.
You can use the keyboard arrow keys to navigate page-by-page through a document. Click on the document viewer and use the keys as follows:
Right-arrow key: moves a PowerPoint document forward one slide and moves a PDF, Word, or Excel document forward one page.
Left-arrow key: moves a PowerPoint document backward one slide and moves a PDF, Word, or Excel document backward one page.
Up-arrow key: moves a PowerPoint document forward one slide and scrolls a PDF, Word, or Excel document up the page.
Down-arrow key: moves a PowerPoint document backward one slide and scrolls a PDF, Word, or Excel document down the page.
Navigating with keyboard-arrow keys is not available in preview mode.
Enable Office 2007 previews in Content—Pilot
If this option is checked, Microsoft Office 2007 files, including PowerPoint, Word, and Excel can be previewed in their entirety in Salesforce CRM Content and Chatter. In Salesforce CRM Content you do not need to download a large document to determine if its content is relevant to you. The content details page provides document details at a glance, including document title, author, description, tags, libraries, comments, votes, versions, subscribers, and downloads. If the document is a Microsoft PowerPoint, Word, Excel, or Adobe® PDF file, you can preview the entire file in your browser without downloading it. Some aspects of files may not be displayed in previews. Copy-protected PDFs can't be previewed.
You can also preview files in Chatter feeds, from the Files tab, from a file detail page, and from group and profile file lists.
If this option is unchecked after Office 2007 previews have been generated, those previews will no longer be available.
Show Salesforce Files in Salesforce CRM Content
If this option is enabled, searches in Salesforce CRM Content include Salesforce Files. The search drop-down list on the Content and Libraries tabs, and the filters on the Content tab include All Files, Shared with Company, My Groups, and My Libraries.
If this option is not checked, searches in Salesforce CRM Content don't include Salesforce Files. The search drop-down list on the Content and Libraries tabs, and the filters on the Content tab include All Libraries, Private Library, and any shared libraries the user is a member of.