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