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Salesforce CMS and the Digital Experiences App
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            Create and Manage CMS Content

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            Create and Manage CMS Content

            Create and edit content in your CMS and enhanced CMS workspaces without changing what's live in your CMS channels. In enhanced CMS workspaces, clone existing content records of any type, including the content's variants.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create, edit, or clone content: Any CMS workspace contributor role
            To publish or unpublish content: A CMS workspace contributor role of content admin or content manager
            To tag or untag content:

            View Content Taxonomy

            AND

            any CMS workspace contributor role

            Create CMS Content

            The procedure to add content to a CMS workspace is different from the procedure to add content to an enhanced CMS workspace. Content is specific to the workspace where it was authored, and you create it in the default language for the workspace.

            In enhanced CMS workspaces, you can do more with your content. Share content across workspaces, make copies of a content record and variants of any content type, and classify content with taxonomy tags.

            1. In Lightning Experience, from the App Launcher, open the Digital Experiences app.
            2. To add content to a CMS workspace, follow these steps.
              1. Open the CMS workspace then click Add Content.
              2. Select the content type, then click Create.
              3. Fill in the fields.
              4. To add a source file for document and image content types, upload a file or insert a link from a URL.
                Note
                Note When you link to an image or document source with an external URL, make sure that your org supports the domain used for the URL. Review the Content Security Policy (CSP) settings in Setup, and add the domain of the hosted content to your org’s trusted URL list. If you don’t add the domain to this list, it can raise security alerts for your Experience Cloud site, and users can’t access or preview the content.
              5. Save your changes.
                Your content is added to the CMS workspace. To make it available to your CMS channels, publish the content.
            3. To add content to an enhanced CMS workspace, follow these steps.
              1. Open the enhanced CMS workspace.
              2. Click Add +, then select Content.
              3. Select the content type, then click Create.
                The CMS content editor opens.
              4. Fill in the fields.
                If you leave the API name field blank, Salesforce creates an API name for you. You can’t change the API name after you save the content.
              5. To add a source file from your local drive, drag the file into the source field or upload the file. To add an external file, click Add External Asset and then insert a URL link or choose files from an external provider, if installed.
                Note
                Note When you link to external content, make sure that your org supports the domain used for the external URL. Review the Content Security Policy (CSP) settings in Setup, and add the domain of the hosted content to your org’s trusted URL list. If you don’t add the domain to this list, it can raise security alerts for your site, and users can’t access or preview the content.
              6. Save your content.
                Your content is added to the enhanced CMS workspace.

            To make the content available to your CMS channels, publish the content.

            Edit CMS Content

            The procedure to edit content in a CMS workspace is different from the procedure to edit content in an enhanced CMS workspace. In a CMS workspace, you edit content in the content detail page. After you save or publish your content, you see all versions in the Version History list on the content details page.

            In an enhanced CMS workspace, you edit content in the CMS content editor. After you save or publish your content, you see the last modified date and time in the Details tab.

            1. To edit content in a CMS workspace, follow these steps.
              1. Open a CMS workspace.
              2. To open the content details page, click the content title.
              3. To edit unpublished content, simply make your changes.
                The first version of the content is created in draft status.
              4. To edit content that’s already published and shared to your channels, click Edit as Draft.
                A new version of the content is created in draft status. The previous version remains published until you unpublish it or publish the new version.
              5. Save your changes. The changes aren’t available to your CMS channels.
              6. To publish your changes and make them available to your CMS channels, click Publish. When you publish a new version, the previous version status is set to archived. All components in all channels that use the content update with the new version immediately. To update your Version History list, select Refresh Tab in the tab menu.
            2. To edit content in an enhanced CMS workspace, follow these steps.
              1. Open an enhanced CMS workspace.
              2. To open the content detail page, click the content title. Or click down arrow image, then select Edit from the row-level actions.
              3. Click Edit.
              4. Make your changes to draft or published content in the content editor.
                Note
                Note If your content was created before Summer ’24, you can’t add or edit the API name. You can add an API name only when you create new content in an enhanced CMS workspace.
              5. Save your changes. The changes aren’t available to your CMS channels. If the content was published, it’s marked as revised.

            To make the changes available to your CMS channels, publish the content.

            Clone CMS Content

            Make copies of a content record and variants of any content type in an enhanced CMS workspace.

            1. From the content detail page, click Clone.
            2. Or, from the row-level actions in the workspace’s content list, select Clone.
            3. Save your changes. If the enhanced CMS workspace is shared with another workspace, select a folder to save the content in.

            To make the content available to your CMS channels, publish the content.

             
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