Salesforce CRM Content is turned on in Setup, then made usable by granting feature licenses and library permissions. These steps run in Salesforce Classic, since that is where the full CRM Content interface lives. For new projects, consider enabling Salesforce Files and Libraries in Lightning Experience instead.
- Enable the feature
In Setup, use the Quick Find box to find Salesforce CRM Content, then select Enable Salesforce CRM Content. This switches on libraries, content search, and the related tabs across the org.
- Assign feature licenses
Give users the Salesforce CRM Content User feature license. You can autoassign it to existing and new users, or edit each user record and select the Salesforce CRM Content User checkbox.
- Create a library
Open the New Library Wizard to create a library, add members, and assign library permissions. Default library permissions are library administrator, author, and viewer.
- Set up content fields
Customize the content page layout with the fields you want published files to capture. The default fields are Title, Description, and Tags, and you can add custom fields or content record types per department.
Automatically grants the Salesforce CRM Content User license to existing and future users, so you do not have to edit each user by hand.
A single user permission that covers all CRM Content functions, including creating libraries and managing content permissions and properties.
Lets users enter titles and descriptions and run searches in more than one language, useful for global teams.
- The full CRM Content interface is Classic only. In Lightning Experience some Content Detail features, like ratings, archiving, and download lists, are not available.
- Users cannot open or contribute to a library until they have both the Salesforce CRM Content User license and a library permission on that library.
- Content deliveries can expose files outside your org, so set passwords and expiration dates before sending sensitive documents.