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Enable Content Deliveries and Public Links
Use Content deliveries and public links to send links to files to people inside or outside your organization.
Required Editions
| Available in: Lightning Experience |
| User Permissions Needed | |
|---|---|
| To enable content deliveries and public links: | Customize Application |
With content deliveries, you can set a password or an expiration date for the link, and track how frequently the content is viewed. When you create a public link to a file, you can set a password and expiration date. Public links to folders don’t have password protection or link expiration. You can’t track content views on public links to files or folders.
Any time confidential documents are shared, we recommend requiring password protection.
- From Setup, enter Content Deliveries and Public Links in the Quick Find box, and select Content Deliveries and Public Links. Select Content Deliveries feature can be enabled for users and Public Links can be enabled for users (Requires Content Deliveries).
- From Setup, enter Permission Sets in the Quick Find box, and select Permission Sets. Select a permission set, click System Permissions, and select Create Public Links.
- From Setup, enter Profiles in the Quick Find box, and select Profiles. Select a profile, and click Edit. In General User Permissions, select Create Public Links. You don't need this permission for files in a shared Salesforce CRM Content library. Instead, complete steps 1 and 2 and then ensure that the user is a library member and that Deliver Content is checked in the library permission definition.
- From Setup, enter Content Permissions in the Quick Find box, and select Content Permissions. Next to Library Administrator in the list of library permissions, click Edit, enable Deliver Content, and save your changes.
After enabling content delivery and choosing a default for password protection, add the Content Deliveries related list to your page layouts to create new content deliveries and find details about existing deliveries on a record.
In addition to the global settings that enable content deliveries and public links for your org, you need to enable the user permissions "Create Content Deliveries" or "Create Public Links" on profiles or in permission sets.
Files in libraries are governed by settings in the library, not user permissions. To share files managed by a library, Deliver Content must be enabled for the user in the library.
