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Salesforce CRM Content
Organize, share, search, and manage all types of files within your organization.
Required Editions
| Available in: Salesforce Classic |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- Salesforce CRM Content Overview
Organize, share, search, and manage content within your organization and across key areas of Salesforce with Salesforce CRM Content. Content includes all file types, from traditional business documents such as Microsoft® PowerPoint presentations to audio files, video files, Web pages, and Google® docs. - Contribute Content
Contribute Content to your organization. Publish and upload files and Web links. - Search and Find Content
The Content tab displays files, content packs, Web links, and Google docs published in your Salesforce CRM Content libraries. If your organization has Salesforce CRM Content enabled, you can take advantage of Salesforce CRM Content functionality on detail pages for leads, accounts, contacts, opportunities, products, cases, or custom objects. - View and Edit Libraries
When you have located a Salesforce CRM Content library in the My Libraries area of the Libraries tab home page or on a content details page, click the library name to display detailed information. - Manage Libraries
On the Libraries tab, access your private library, create libraries, choose libraries to view or edit, and analyze library usage and activity. - Deliver Content
Use content delivery to convert documents into an optimized web-based version for easy online viewing.
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