What is Salesforce CRM content user permission?
Table of Contents
What is Salesforce CRM content user permission?
The user permissions include Manage Salesforce CRM Content, Create Libraries, Manage Content Permissions, Manage Content Properties, Manage record types and layouts for Files, and Deliver Uploaded Files and Personal Content.
How do I give access to a library in Salesforce?
To create or edit library permissions in Salesforce CRM Content, from Setup, enter Content Permissions in the Quick Find box, and select Content Permissions. Choose Add Library Permissions or Edit next to the permission.
How do I manage a library in Salesforce?
Manage Library Membership from Files Home
- To change a library, from Files Home, click Libraries.
- Click the dropdown menu next to a library and choose Manage Members. From here, you can manage members: add them, delete them, or change their permissions.
Which permission is needed to publish a document on Salesforce content?
Required Editions and User Permissions
| User Permissions Needed | |
|---|---|
| To upload and publish files and Web links: | Manage Libraries checked in your library permission definition OR Add Content checked in your library permission definition |
| To publish Google docs: | Google Apps account |
How do I access contents in Salesforce?
How Do I Access Salesforce CRM Content? Clicking the Libraries tab opens the Libraries home page where you can access your personal library, choose a specific shared library to view or edit, analyze library usage and activity and, if applicable, create new libraries.
Can you add customers to libraries in Salesforce?
Members can include individual Salesforce CRM Content users or public groups containing Salesforce CRM Content users. Tip If you have many Salesforce CRM Content users, create a public group and add it to a library rather than adding users to the library individually. To add the members to the library, click Add.
How do I enable content in Salesforce?
How to enable Salesforce CRM Content in Salesforce
- Go to Customize | Salesforce CRM Content | Settings and select Enable “Salesforce CRM Content”
- On the right side, click Edit, then select “Enable Salesforce CRM Content”:
- Go to users.
How do I create a private library in Salesforce?
Click a library name to view details about that library or click Browse to view a list of all the content in the library. Click the New button to create new libraries, add users to a library, or assign library permissions to users.
Where are libraries in Salesforce lightning?
Files Tab
You can begin using Folders from within Lightning Experience by navigating to the Files Tab and selecting your desired Library from the menu options on the left hand side.
Who can see files in Salesforce?
Only the file owner, users with Modify All Data or View all Data permission, and specific file viewers can find and view this file. External users see files posted to records they have access to, unless the record post was marked Internal Only.
What is Flow user in Salesforce?
The running user of a flow is the user that launched the flow. The running user determines what a flow that runs in user context can do with Salesforce data.
What is Salesforce content delivery?
A content delivery allows you to convert documents such as Microsoft® PowerPoint and Word files into an optimized web-based version for easy online viewing.
How do I enable library components in Salesforce?
Required Editions Note To use a guided setup, go to Experience Workspaces | Guided Setup, and select Intelligent Sales Enablement. Click Guided Setup. Set up libraries to upload, share, and manage files. You need Salesforce administrator permissions to enable the Libraries component.
Where is the content library in Salesforce?
Once you have located a Salesforce CRM Content library in the My Libraries area of the Libraries tab home page or on a content details page, click the library name to display detailed information. For details about the publishing options at the top of the page, see Upload and Publish Content.
How do I enable library components?
Go to Libraries, and select My Libraries, and click New. You can give your library a unique name and description in the New Library Wizard.
Can you restrict access to files in Salesforce?
You can restrict access to shared files that you own by making them private. Use the File Privacy on Records setting to control who can see a file when it’s attached to a record. The setting is available when you edit a file’s details.
How do I restrict someone to upload a file in Salesforce?
- From Setup, enter User Profiles in the Quick Find box, and select Profiles.
- Click Edit next to the user profile you want to change.
- In the Administrative Permissions section, enable or disable the Select Files from Salesforce checkbox, and click Save.
