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Content Delivery

Content Delivery in Salesforce is a feature that allows users to share Salesforce CRM Content documents with external recipients by generating a trackable URL.

§ 01

Definition

Content Delivery in Salesforce is a feature that allows users to share Salesforce CRM Content documents with external recipients by generating a trackable URL. The recipient can view or download the content via the link without needing a Salesforce login. Content deliveries track views, downloads, and last viewed date, providing visibility into how shared content is consumed.

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In plain English

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Content Delivery is a way to share Salesforce content (like a PDF or a slide deck) with someone outside your company through a trackable link. They click the link, view the content, and Salesforce tracks who viewed it and when. The recipient doesn't need a Salesforce login.

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Worked example

scenario · real-world use

A marketing lead at Fairmount Publishing needs to share a 40-page product spec PDF with an external partner who doesn't have a Salesforce login. She uploads the PDF to Salesforce Files, creates a Content Delivery, sets an expiration date 30 days out and a password, and copies the trackable URL to send via email. The partner clicks, enters the password, and downloads the PDF. Back in Salesforce, the Content Delivery record shows each view and download event with timestamps and the viewer's IP - the external share leaves an audit trail without the partner ever needing a Community license.

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Why Content Delivery matters

Content Delivery is a Salesforce CRM Content feature that lets users share documents with external recipients through a trackable URL. The user picks a content file, generates a delivery link, and sends it to the recipient by email or any other channel. The recipient clicks the link to view or download the content in a browser without needing a Salesforce account or login. Content deliveries track view counts, last viewed date, downloads, and the IP address of the viewer, giving the sender visibility into how their content is being consumed.

Content Delivery is most useful for sharing sales collateral, presentations, contracts, and other documents with prospects or customers. The tracking aspect provides valuable signal: knowing that a prospect viewed your proposal three times in one day is a buying signal, and knowing they never opened it tells you something different. The feature is part of the Salesforce CRM Content product, which is itself a somewhat older content management system that's been complemented (and in some cases replaced) by Files in Lightning Experience, but Content Delivery remains useful where the tracking matters.

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How organizations use Content Delivery

NovaScale

Sends sales proposals to prospects through Content Delivery rather than as email attachments. Reps can see which prospects opened the proposal, when, and how many times, which informs follow-up timing.

Vertex Global

Uses Content Delivery for sharing contracts with customers. The trackable link lets the legal team confirm the customer received and viewed the contract before any signature deadline.

Skyline Consulting

Built a workflow that automatically sends a Content Delivery email when an Opportunity reaches a specific stage. The delivery includes a curated content pack tailored to the prospect's industry.

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Test your knowledge

Q1. What does Content Delivery do?

Q2. What information does Content Delivery track?

Q3. Why use Content Delivery instead of email attachments?

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