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How-to guide

How to create and track a Content Delivery

Creating a delivery takes three clicks from a Content Document. The configuration choices (expiration, password, permissions) matter most for sensitive material.

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By Dipojjal Chakrabarti · Founder & Editor, Salesforce DictionaryLast updated May 20, 2026

Creating a delivery takes three clicks from a Content Document. The configuration choices (expiration, password, permissions) matter most for sensitive material.

  1. Enable Content Deliveries in Setup

    Setup, Salesforce CRM Content, Settings. Check Enable Content Deliveries. The default is off in many orgs even when CRM Content itself is on.

  2. Open a Content Document and click Deliver Content

    From a document in Salesforce CRM Content, click the Deliver Content action. A dialog appears with delivery configuration options.

  3. Configure the delivery

    Set the Name, Expiration Date, Password Required (yes or no), View vs Download permission, and any notification preferences (notify me on first view).

  4. Send the delivery URL

    Save the delivery to generate the URL. Email the URL to the recipient through Outlook, the Salesforce mail merge, or a Sales Engagement sequence. The URL is unique to this delivery; do not paste it on an external site or in social media.

  5. Monitor view and download events

    From the delivery record, see the View Count, Download Count, and Last Viewed Date. Build a custom report grouped by Content Delivery to see engagement across recipients.

  6. Re-issue if needed

    If a recipient loses the URL, edit the delivery to extend the expiration or reset the password, then re-send. Do not create a new delivery for the same recipient; the tracking is per-delivery.

Gotchas
  • Content Deliveries are limited to 25 MB per file. Larger documents need a different sharing path (Salesforce Files, an external CDN, or a sales-enablement tool).
  • The delivery URL is not deletable once created. You can expire it, but the URL remains in the database. Audit reports can re-surface old deliveries.
  • Recipients who download the file have an unrestricted copy. Tracking ends at download. For DRM-grade protection, use a dedicated DRM tool, not Content Delivery.
  • Email tracking through Content Delivery is separate from Einstein Activity Capture and Sales Engagement engagement metrics. The three systems do not share data.
  • Content Delivery is tied to Salesforce CRM Content. Salesforce Files (the newer file storage) has its own sharing model that is different and not directly compatible.

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