Set Up Salesforce CRM Content for Salesforce Classic Mobile | Salesforce
Set Up Salesforce CRM Content for Salesforce Classic Mobile
Salesforce Classic Mobile setup available in: both Salesforce Classic and Lightning Experience
Mobile app available in: Performance, Unlimited, and Developer Editions for orgs created prior to Winter ’17
Mobile app available for an extra cost in: Professional and Enterprise Editions for orgs created prior to May 1, 2016
Mobile app not available for orgs created in Winter ’17 or later
User Permissions Needed
To view Salesforce Classic Mobile configurations:
“View Setup and Configuration”
To create, change, or delete Salesforce Classic Mobile data sets:
“Manage Mobile Configurations”
Note the following about how Salesforce CRM Content is implemented in Salesforce Classic Mobile:
Content record information is synchronized to the device; however, the files associated with the content records are not. This allows users to deliver content from the app even when a file is too large to be downloaded to a mobile device.
Users can't search for a specific piece of content in the app. They can only share the content available on the Content tab, which is automatically synchronized to their device based on the filters in their assigned mobile configuration.
Users can't view a list of their subscribed content in the app. They also can't filter the list of records on the Content tab based on a particular library.
While users can preview and share content from the app, they can't update the file associated with a content record. If they have the required permissions, they can edit the fields on the content detail page.
Users must have a data connection to preview and deliver content. Without a data connection, they can only view the content detail page.
Content in Salesforce Classic Mobile is only supported on iPhone devices.
You can't block mobile permissions for the content object. Currently, the content object in Salesforce Classic Mobile is read-only.
You can't edit the mobile page layout for the content object. The content detail page in the app is hard-coded to display only a few fields.
To set up Content for a Salesforce Classic Mobile configuration:
From Setup, enter Salesforce Classic Configurations in the Quick Find box, then select Salesforce Classic Configurations, and then click the name of a mobile configuration.
In the Data Sets related list, click Edit.
In the popup window, select Content, then click OK.
Use field filters to specify which content records are synchronized.
Because users can't search for content in the Salesforce Classic Mobile app, it's essential to set up filters that make important content available on the device. You can't create filters based on libraries or subscriptions, but here are a few options for setting up useful filter conditions:
Date: Filter on the Last Modified Date, Content Modified Date, or Created Date fields. Use special date values like LAST 90 DAYS or LAST 180 DAYS to ensure that recently updated content records are synchronized.
Owner: Filter on the author if certain people in your organization are responsible for publishing content.
File Type: Filter on certain types of documents. For example, your opportunity team might generally be interested in presentations or PDF documents.
Custom Fields: If you created custom content fields that help you categorize your content, filter on the custom fields. For example, if you built a Functional Use field with picklist values, you could set up a filter condition where Functional Use equals Sales.
Optionally, prevent content records from consuming all the memory on a mobile device by selecting the second radio button under Set Max Record Limit and entering the maximum number of content records this configuration can transfer to mobile devices. Use the Order By and Sort drop-down lists to specify which records are synchronized if the data size limit for your mobile configuration is exceeded.