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            Search for Content

            The Content tab displays files, content packs, web links, and Google docs that are published in your Salesforce CRM Content libraries.

            Required Editions

            Available in: Salesforce Classic
            Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To search Salesforce CRM Content:

            Salesforce CRM Content User checked in your personal information

            AND

            Member of the library

            If Chatter is enabled, and your admin has enabled the setting to show Salesforce Files in Salesforce CRM Content, files posted to Chatter groups, and other files that aren’t private or privately shared, are also displayed on the Content tab. The top 20 most recently modified items are listed by default. You can filter the list using the Filter Your Results sidebar.

            To search for specific content:

            1. From the Search dropdown list, restrict your search to a specific library or choose to search in all libraries. If available, restrict your search to only Salesforce Files or only files in Chatter groups you're a member of. To display all the locations where content appears, click Display Options and select Display Locations. The locations are listed under each title.
            2. Enter your search term and click Go!. Salesforce CRM Content performs a full-text search of rich text format (RTF), UTF-8 encoded TXT, HTML, XML, Adobe® PDF, and Microsoft® Word, Excel, and PowerPoint files.
            3. If your administrator has enabled multi-language support, you can restrict your search to a specific language. By default, Salesforce CRM Content searches all the content in your libraries that is published in your default user language. Searching in all languages also searches the titles, author names, tags, file extensions, and custom fields of content in all languages.
              Searching in all languages does not search the text or description of documents that were published in languages other than your default user language.
            4. Optionally, in the Filter Your Results sidebar, filter your search results by file format, featured content, author, tag, libraries, language, custom field, or Chatter group (if available). The number in parentheses next to each filter type shows you how many matching files, content packs, web links, and Google docs are in the search results.

            The Content tab provides several options.

            • To customize your view by adding sortable columns for various content criteria (such as Size and Publication Date), click Display Options. Display Options also lets you choose display descriptions, tags, and locations.
            • Display Locations shows the libraries and Chatter groups where the content appears. My Libraries: none or My Chatter Groups: none means that the file is a Salesforce file and is not part of any libraries or Chatter groups. The “smart bar” graphic for downloads, comments, ratings, and subscribers lets you compare files, content packs, Google docs, and links within a search result set.
              Note
              Note Chatter groups are included in Display Locations only if Chatter is enabled, and if your administrator has enabled the setting to show files in Salesforce CRM Content.
            • To create a zip file with your selected content, select one or more files, and click Download. Web links and Google docs can’t be included in zip files.
            • To see a snapshot of information about a file, content pack, Google doc, or web link, and options such as subscribing, voting, and downloading, hover over a file icon.
            • To toggle a subscription on or off, click the subscription icon next to the file name.
            • To view the content details page, click the file name. The content details page provides all the available information about a file, content pack, Google doc, or link.

            Search supports several file types and has file size limits. If a file exceeds the maximum size, the file’s content isn't searched, but the file's author name, tags, file extension, and custom fields are.

            File Type File Extensions Maximum File Size for Search
            HTML .htm, .html, .xhtml 5 MB
            PDF .pdf 25 MB
            PPT .ppt, .pptx, .pptm 25 MB
            RTF .rtf 5 MB
            Text .c, .cpp, .css, .csv, .ini, .java, .log, .sql, .txt 5 MB
            Word .doc, .docx, .docm 25 MB
            XLS .xls, .xlsx, .xlsm 5 MB
            XML .xml 5 MB

            See Also

             
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