Library setup takes 10 minutes. The ongoing work is managing membership and content types.
- Open the Files Home tab
From the App Launcher, open Files. The Libraries section is in the left navigation.
- Click New Library
Enter the library name and description. Choose whether the library is for internal users only or also includes Experience Cloud users.
- Add members
Pick users, public groups, or roles. Assign each member a Library Permission: Viewer, Author, or Library Administrator.
- Configure Content Types (optional)
Setup, Customize Content, Content Types. Define metadata templates and tag them to the library.
- Upload initial files
Add the first batch of files. Tag them with the appropriate Content Type metadata.
- Communicate the library to members
Email or post an announcement so members know the library exists and what they should put in it.
User-facing identifier.
Users, groups, or roles with library access.
Per-member: Viewer, Author, or Library Administrator.
Metadata templates for structured file tagging.
- Library Administrators manage membership; regular admins cannot bypass the library''s own permission model from Setup.
- Files Connect-sourced libraries respect the source system''s permissions. A Drive file shared only with one user appears only to that user in Salesforce search.
- Salesforce Files vs. CRM Content terminology persists across documentation. Treat them as the same modern system.
- Library cleanup is manual. Stale files and inactive members accumulate; build a periodic audit into the library-management cadence.