Summary

In this chapter, we looked at using the Salesforce CRM Content feature for organizing internal documents into libraries and allowing users to access specific content depending on their permissions. With Content Delivery, documents can be shared with external recipients using encrypted links, allowing our leads and customers to consume internal documents (increasing security by setting up a password).

You should now be able to create libraries that can put together corporate documents, give users the proper permissions to access, edit, and administer libraries and their content, efficiently share (more or less) critical content to your customers and partners, and configure content searches for the ease of your users.

In the next chapter, we'll be talking about reporting and dashboards, a task that can take a significant amount of an admin's time.

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