Most of the work is curating which documents go in the pack and which order they appear. The technical setup is minimal because Content Packs ride on top of existing CRM Content.
- Ensure Salesforce CRM Content is enabled
Setup, Salesforce CRM Content, Settings. Content Packs require CRM Content; they are not available with Salesforce Files alone.
- Open Workspaces or Libraries and click Create Content Pack
From the CRM Content tab, click Create Content Pack. Enter the name, description, and pick the documents you want to include. Reorder them by dragging.
- Save the Content Pack
The pack now appears in the user CRM Content list. It is shared by default with the user who created it; admins can configure library-level sharing if needed.
- Create a Content Delivery for the pack
From the pack detail page, click Deliver Content (the same action as for individual documents). Configure expiration, password, and view/download permission. Save to generate the delivery URL.
- Send the URL to the recipient
Email the URL through Outlook, Sales Engagement, or whatever channel you use. The recipient opens the link and sees the full pack with each document accessible.
- Track engagement
From the Content Delivery record, see per-document views and downloads. Aggregate across deliveries for usage reports on which packs work and which do not.
- Content Packs are a CRM Content feature, not a Salesforce Files feature. Orgs that moved entirely to Files lose access to Content Packs.
- Packs do not inherit sharing from their member documents. If the recipient cannot see one document in the pack, the entire Content Delivery may fail to load.
- Re-ordering documents in a pack does not auto-update existing Content Deliveries. Recipients of an existing delivery still see the old order until you create a new delivery.
- The pack-as-zip download bundles all documents at the time of download, not at the time of pack creation. If a document was updated between pack creation and recipient download, the recipient gets the newer version.
- Content Packs cannot include external Files Connect documents. Only documents stored in Salesforce CRM Content libraries can be bundled.