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Contribute Google Docs to Salesforce CRM Content
Add Google Docs to libraries in Salesforce to leverage the permission setting capabilities of Salesforce CRM Content
Required Editions
| Available in: Salesforce Classic |
Salesforce CRM Content is available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions Google Docs is available in all editions |
| User Permissions Needed | |
|---|---|
| Creating a Google doc and linking it to a Salesforce CRM Content library: | Library member with a library permission that permits contributing content AND Google Apps account |
With Google Docs™, you can create and share on-demand documents, presentations, and spreadsheets (Google docs) and see your changes in real time as you collaborate with other users. Associating your Google docs with Salesforce CRM Content allows you to access all types of content from a single, fully-indexed location. It also ensures that your Google docs receive the feedback and tracking benefits provided by Salesforce CRM Content features such as votes, comments, and subscriptions.
Add New Google Docs to a Salesforce CRM Content Library
- On the Libraries tab or on a library detail page, click Add Google Doc. Log in to Google Apps if prompted.
- Enter the Google Doc URL.
- Click Contribute.
- Enter a title and select a library. See Publish Files to Libraries for detailed instructions on publishing content to a library.
- Click Publish.
Adding Existing Google Docs to a Salesforce CRM Content Library
If you have an existing Google doc, you can publish it into a library:
- On the Libraries tab, choose Add Existing from the Add Google Doc drop-down button. A list of all the Google docs in your Google Apps account displays.
- To limit your list of docs, enter a search term or choosing to view only documents, presentations, or spreadsheets.
- Select the Google doc that you want to add to Salesforce CRM Content and click Contribute.
- Optionally, edit the title of your Google doc and/or add a description.
- Choose a library. If you do not want to add the doc to a public library, for example if the doc is still in progress, choose Save in my private library.
- Optionally, choose a language. If multi-language support is enabled, the Language dropdown list is displayed . If you do not choose a language, Salesforce associates your content with your personal language setting. If users restrict their content searches to a particular language, only content associated with that language is displayed in the search result set.
- To publish the content on behalf of another author, choose that author from the dropdown list.
- Tag your content. Your tagging permission depends on the tagging
rule assigned to the library:
- If the library does not have a tagging rule or if your administrator assigned the open tagging rule, you can enter tags in the Tags field. As you type a tag, Salesforce CRM Content autosuggests tags based on your My Recent Tags list and the Popular Tags section on the Libraries tab. The My Recent Tags list on the Contribute window shows the 20 tags that you used most recently. To add a tag, click it to automatically add it to the Tags field.
- If your administrator assigned the guided tagging rule, you can choose from the list of suggested tags or enter a new tag. To add a suggested tag, click it to automatically add it to the Tags field.
- If your administrator assigned the restricted tagging rule, you must choose from the list of suggested tags. When you select a tag, it turns green.
- You can't change or delete tag names. You can remove tags from a document, but that doesn't delete the tag.
- Tags are case insensitive. You can't have two tags with the same name even if they use different upper and lowercase letters. The case of the original tag is always used.
- If multiple record types are available, choose one from the dropdown list. The record type determines which custom fields appear for you to categorize and define your content.
- After completing the custom fields, click Publish or Save.
