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Create Content Deliveries
A content delivery lets you 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 |
Available in: All Editions except Database.com Salesforce CRM Content available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create content deliveries from a shared library in Salesforce CRM Content: | Member of the library AND Deliver Content checked in your library permission definition |
| To create content deliveries from a personal library in Salesforce CRM Content: | Create Content Deliveries |
| To create content deliveries (non-Content user): | Create Content Deliveries |
A content delivery can be created from the Content Deliveries related list on most Salesforce objects. Salesforce CRM Content users can also create a content delivery from the content details page or the Related Content related list.
- From the Content Deliveries related list, Related Content related list, or the content details page, click Deliver Content.
- Upload a file.
- Optionally, modify the Delivery Name field. This name identifies your content delivery in Salesforce. We recommend using a name that makes the delivery easily distinguishable from other deliveries on the same record. The default delivery name includes the file name and today’s date.
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Select the delivery methods that determine how your content can be viewed. The options
that appear depend on the file format you uploaded.
Allow Recipient to View in the Browser Creates an online version of the file that recipients can view in their browser. Allow Recipient to Download as [file type] file Lets the recipient of your content delivery view the content in its original format. For example, if you uploaded a Microsoft® Word file, this field is Allow download as .doc file. If a preview of the file doesn’t exist in Salesforce, users can download the delivered file regardless of whether downloading is allowed. File previews are made the first time they are requested in Salesforce, but not before. Viewing a file’s detail page or posting it to a feed generate file previews.
Allow Recipient to Download as PDF Lets recipients download a .pdf version of the file. This option is only available for Microsoft® PowerPoint, Word, and Excel files. - Select Notify Me of First View or Download if you want to receive an email the first time your recipient clicks the content-delivery URL.
- If the content you are delivering is time-sensitive, select the Remove Access to Content on checkbox and enter an expiration date. By default, the expiration date is 90 days from the current date. After creating your content delivery, you can change the expiration date at any time on the delivery detail page.
- Optionally, select Require a Password to Access Content. When you create the content delivery, you receive a password to include with the delivery URL that you send to your recipients. The password is available for the life of the delivery on the delivery detail page.
- Optionally, use the lookup to associate your content delivery with a Salesforce record. The record you were viewing when you clicked Deliver Content is selected by default.
- Click Save & Next. Your delivery is usually ready within a few moments, but you can click Notify Me to exit the content delivery wizard and be notified via email when your content delivery is ready.
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If you did not exit the content delivery wizard, click Preview
to verify that you are satisfied with the delivery.
Important Formatting in the original file sometimes doesn’t display correctly in the online version. If you chose Allow Recipient to View in the Browser, preview your content delivery before sending its URL to your recipients. If you are not happy with the quality of the online version, click Previous and choose to make your content available in its original file format or a PDF only. - Copy and paste the delivery URL and, if applicable, its password into an email or instant message for delivery. The URL is available on the delivery detail page. For more information, see Viewing and Editing Content Deliveries.
