You are here:
Customize Salesforce CRM Content
Modify content fields, validation rules, library permissions, and other default settings.
Required Editions
| Available in: Salesforce Classic |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, or delete content fields: | Manage Content Properties OR Manage Salesforce CRM Content |
| To define or change field validation rules: | Customize Application |
| To create, edit, or delete library permissions: | Manage Content Permissions OR Manage Salesforce CRM Content |
| Modify content settings: | Manage Salesforce CRM Content |
From Setup, enter Salesforce CRM Content in the Quick Find box, and select Salesforce CRM Content to access the following options for customizing Salesforce CRM Content:
- Content Fields—Create, edit, or delete custom content fields. Custom fields allow users to categorize and define content during the publishing process.
- Validation Rules—Create, edit, or delete validation rules. Validation rules verify that the data a user enters when publishing content meets the standards you specify before the user can save the content.
- Library Permissions—Create, edit, or delete library permissions. A library permission determines user privileges within a library.
- Settings—Modify Salesforce CRM Content default settings for multi-language support, PDF downloads, content pack creation, or the enhanced document viewer.
See Also
Did this article solve your issue?
Let us know so we can improve!
