Salesforce CRM Content Management

In this chapter, we'll analyze a way to handle data in a documented format, using the Salesforce CRM Content feature.

We will learn how to use Salesforce CRM Content to organize, share, search, and manage all types of corporate files within our organization. We will also learn how to set up content, manage the publication of files, organize files into libraries, search files, and use content delivery to convert documents into web-optimized versions for online viewing.

In this chapter, we'll cover the following topics:

  • Setting up Salesforce CRM Content
  • Managing content libraries
  • Adding files to libraries
  • Delivering content externally
  • Searching for content files
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