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Set Up Content Deliveries
A content delivery allows you to convert documents such as Microsoft® PowerPoint and Word files into an optimized web-based version for easy online viewing. After 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 people view or download the content. 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.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: All Editions except Database.com |
| User Permissions Needed | |
|---|---|
| To enable or disable content deliveries: | Customize Application |
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. In addition to tracking, content deliveries provide several benefits over sending files as attachments, such as giving you control over how long the delivery is available to viewers and whether a viewer can download a file or only view it online. By default, a content delivery shows the most recent version of the file being delivered.
- From Setup, enter content deliveries and public links in the Quick Find box, and select Content Deliveries and Public Links.
- Click Edit, and then select Content Deliveries feature can be enabled for users, Public Links can be enabled for users (Requires Content Deliveries), and Content Deliveries and Public Links can be enabled to let communities users share files managed by libraries (Requires Content Deliveries).
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Choose a default option for content-delivery passwords. Because users can send content-delivery
URLs to leads, customers, or any unauthenticated user, Salesforce recommends requiring
password protection if your users plan to send confidential documents via content
delivery. The options allow you to select an organization-wide default for
content-delivery password protection.
- Password protection is optional and defaults to OFF—If this option is selected, users can choose to require a password when they create a content delivery, but the Require Password to Access Content field on the create-delivery wizard is not selected by default.
- Password protection is optional and defaults to ON—If this option is selected, the Require Password to Access Content field on the create delivery wizard is selected by default. Users can deselect the option if they don’t want to require a password.
- Password protection is required—If this option is selected, a password is generated each time a content delivery is created. Users cannot opt out of the password requirement. This option isn't enforced for public links.
- If you choose to require a password, users who create a content delivery receive a password when the delivery is generated; users must send the password and the delivery URL to delivery recipients. Delivery recipients are prompted for the password when they click the content delivery URL.
- Content delivery passwords display with the content-delivery URL when the delivery is created. You can also access the password on the delivery detail page for the life of the content delivery.
- Files within libraries are governed by settings within the library, so they require an extra setting, in addition to the user permissions. To let a user share files managed by a library, enable Deliver Content for that user in the library.
After content delivery is enabled, users can add the Content Deliveries related list to their page layouts for leads, business accounts, contacts, opportunities, cases, campaigns, or custom objects. All Salesforce CRM Content users will see a Deliver Content option on each content details page.
- To ensure quality of service, the total number of content-delivery views allowed within a 24-hour period is limited to 50,000 and the amount of bandwidth allocated to content deliveries is limited to 50 GB. If recipients try to view deliveries after rate limit are exceeded, they’ll be prompted to try again later. Salesforce may be able to increase rate limits on an exception basis. For more information, contact your sales representative.
- When you create a content delivery, Salesforce copies the original file and creates a
new version of that file specifically for online viewing. Note the following information
concerning supported file types:
- Microsoft® Office 97 through Microsoft Office 2007 Word, Excel, and PowerPoint files are supported for online views.
- Adobe® PDF files are supported for online views, but copy-protected PDFs are not.
- JPG, BMP, GIF, and PNG are supported for online views.
- Any document over 25 MB isn’t supported for online views.
- Content deliveries require Adobe Flash version 9.0.115. If recipients don’t have Flash installed, they can download it.
- Customer portal and partner portal users can’t create content deliveries.
- Guest users of Experience Cloud sites can't create content deliveries.
- Only the creator of a content delivery can delete the delivery record or edit details such as the expiration date.
- Each time someone clicks a content delivery's URL, Salesforce records the click as one
view and distinguishes between internal and external views. An internal view is a view by
a Salesforce user. For example, clicking the delivery URL on the delivery detail page or
the View option on the Content Deliveries related list is an internal view. The Content
Deliveries related list provides a count of all views for each delivery. To see
information about a specific view, open the delivery details page.
Note For password-protected content deliveries, a view is recorded each time recipients click the delivery URL regardless of whether they enter the password and view the delivery. - Salesforce CRM Content users can deliver content from shared libraries or a personal library.
- After creating a content delivery, always preview it before sending the URL to your recipients to ensure that the formatting in the original file displays properly in the online version. For example, colors and non-standard fonts don’t always display properly in the preview player. If you aren’t happy with the quality of the online version, click Previous and choose to make your content available in its original file format or as a PDF file only. Your recipients will be able to download the file, and you can use the delivery detail page to track whether recipients download it
- Animation and timings in PowerPoint files aren’t supported in the content delivery's online version. Hyperlinks in all file types are also unsupported.
- If you are a Salesforce CRM Content user and want recipients of your content delivery to always see the latest version of a file rather than the version available on the delivery-creation date, open the delivery detail page and click Edit. Select the Content Delivery Opens Latest Version checkbox.
- If you select Notify Me of First View or Download, you’ll receive an email when someone views the content delivery for the first time.
In Salesforce CRM Content, file storage is consumed when content is published to shared libraries or saved to a private library. Creating content deliveries doesn’t have an extra effect on storage limits, but users who frequently upload files to their personal libraries for the purpose of content delivery should consider their organization's file-storage limits. Administrators can use reporting to identify who consumes the most storage and which files are largest.
For non-Salesforce CRM Content users, file storage is consumed each time a content delivery is created. After a file is uploaded to Salesforce, it can’t be reused for multiple content deliveries. Users need to upload the file each time they want to create a content library. Deleting a content delivery deletes the source file in Salesforce, and increases file-storage space.
