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            Set Up Libraries

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            Set Up Libraries

            Libraries are a wonderful way to organize files and manage user permissions. See files displayed in a grid or switch to the familiar list view. Click a library or folder to see files displayed as thumbnails. A thumbnail view is an easy way to find files. With the Libraries component, you can sort files and pinpoint exactly what you’re looking for in no time at all.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience

            To use a guided setup, go to Experience Workspaces | Guided Setup, and select Intelligent Sales Enablement. Click Guided Setup.

            • Enable the Library Component
              Set up libraries to upload, share, and manage files. You need Salesforce administrator permissions to enable the Libraries component.
            • Add Library Members
              You can add members to libraries. Permissions are customizable from the library level, which gives you control over who can access files.
            • Create Library Folders
              Creating folders gives you more control over the content in your libraries. You can organize folders and subfolders in a way that makes sense to you.
            • Add Files to a Library
              After you have your folder structure set up, you can add files to your folders.
            • Enable Content Deliveries and Public Links
              Use Content deliveries and public links to send links to files to people inside or outside your organization.
            • Manage Libraries from Files Home
              Working in libraries is simpler now that admins can change libraries in Lightning Experience and manage libraries from Files Home.
            • Manage Library Membership from Files Home
              Library admins can update, add, delete, and track library members from Files Home. In the Current Members section, external users automatically get an “external badge” to help you identify external partners, customer site members, and portal and Chatter users.
            • Customize Experience Builder Site Libraries with Images
              Give each library a unique look by branding it with an image.
             
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