Version management does not require checking files in and out, rather, you simply upload a new version of the file and Salesforce CRM Content maintains a version list accessible from the content details page. You can download past versions of a file and read all reason-for-change comments that an author may have included with a new version.
Table of Contents
What versions of Salesforce CRM content documents can be published?
This object is available in versions 17.0 and later for Salesforce CRM Content documents. This object is available in versions 20.0 and later for Salesforce Files. The maximum number of versions that can be published in a 24-hour period is 200,000.
What is content version in Salesforce?
ContentVersion. Represents a specific version of a document in Salesforce CRM Content or Salesforce Files. This object is available in versions 17.0 and later for Salesforce CRM Content documents. This object is available in versions 20.0 and later for Salesforce Files.
What is the difference between Salesforce’s different editions of CRM?
The main difference between “small” (Essentials) and “large” (Professional, Enterprise, and Unlimited) editions is that CRM software for small businesses comes without some of the bells and whistles found in the big business versions. Salesforce’s “bigger” CRM tiers offer more advanced customization and automation tools.
How do I enable Salesforce CRM content?
From Setup, enter Salesforce CRM Content in the Quick Find box, select Salesforce CRM Content, and then select Enable Salesforce CRM Content.
What are Salesforce Content versions?
Content Version Object is a child of Document Object in Salesforce that represents a specific version of a document in Salesforce CRM Content or Salesforce Files. This means that this object stores document information similar to an attachment.
Can we update content version in Salesforce?
Notes on Content Versions You cannot edit a file within Salesforce CRM Content. To edit a file, download it from Salesforce CRM Content to your computer, make your changes, then upload the updated version using the Upload New Version button. The Versions subtab on the content details page lists all content versions.
What happens when you enable Salesforce CRM content?
If the content delivery feature is enabled, you can send content to colleagues, leads, and contacts and then track how often the content has been previewed or downloaded. Salesforce CRM Content is also integrated with leads, accounts, contacts, opportunities, cases, products, and custom objects.
What is Salesforce CRM content user permission?
The user permissions include Manage Salesforce CRM Content, Create Libraries, Manage Content Permissions, Manage Content Properties, Manage record types and layouts for Files, and Deliver Uploaded Files and Personal Content.
What is content version and content document in Salesforce?
ContentDocument represents the document which is uploaded in Salesforce Files or in the Salesforce CRM libraries whereas ContentVersion contains the specific version of that document.
Can we update content version record?
As per the documentation, You can only update a version if it is the latest version and if it is published.
What are the two capabilities of the content delivery feature of Salesforce content?
As per documentation once content delivery is enabled, users can add the Content Deliveries related list to their page layouts for leads, business accounts, contacts, opportunities, cases, campaigns, or custom objects. All Salesforce CRM Content users will see a Deliver Content option on each content details page.
How can content types be used in CRM content?
Content types are the containers for custom fields; they determine which fields are available during the publishing process and how the fields display on the content details page. You can create multiple content types and assign a content field to any or all content types.
What is a method for adding content to Salesforce CRM content?
Correct answer is Chatter Files and Documents.
Is Salesforce content available in lightning?
Libraries are available in both Lightning Experience and Salesforce Classic. In Lightning Experience, you can further organize your library content with folders. You can create, rename, and delete library folders, and move library files into folders.
What is content delivery in Salesforce?
A content delivery allows you to convert documents such as Microsoft® PowerPoint and Word files into an optimized web-based version for easy online viewing.
How do I enable CRM content?
How to enable Salesforce CRM Content in SalesforceGo to Customize | Salesforce CRM Content | Settings and select Enable “Salesforce CRM Content”On the right side, click Edit, then select “Enable Salesforce CRM Content”:Go to users.More items…
Introduction to Salesforce
Salesforce is one of the most widely used Cloud-based CRM (Customer Relationship Management) software that helps companies manage their Sales and Customer data. In addition, it has tools to adapt integrated functions such as User Interfaces and Data Structures according to the business requirements.
Simplify Customer and Product Analytics using Hevo Activate
Hevo Activate helps you directly transfer data from Snowflake, Amazon Redshift, etc., and various other sources to CRMs such as Salesforce, HubSpot, various SaaS applications, and a lot more, in a completely hassle-free & automated manner.
Understanding Salesforce Content Management System
There’s no denying that Salesforce pioneers in every domain of the Customer Experience. Salesforce, a robust CRM software for Customer Relationship Management, offers an integrated Content Management System called Salesforce Content Management System, which is designed to provide a high-quality customer experience across multiple channels.
Conclusion
In this article, you learned about Salesforce and the salient features that it offers. You also learned about Salesforce Content Management System and how Document Object in Salesforce is responsible for storing the data associated with files.
Implementation Tips
Before you create libraries, review the files you plan to store to determine how many libraries you need and what content belongs in each library. Users are given access to content based on library.
Best Practices
If you are using the Related Content related list on Salesforce objects, align your custom content fields with the standard and custom fields on the object to increase the accuracy of a search.
Special Access Rules
Customer and Partner Portal users must have the “View Content in Portal” permission to query content in libraries where they have access.
Usage
Use this object to create, query, retrieve, search, edit, and update a specific version of a Salesforce CRM Content document or Salesforce file. Use the ContentDocument object to retrieve, query, update, and delete the latest version of a document, but not a content pack, in a library or a Salesforce file.
Applying Tags to ContentVersion Records
Tags can be applied to ContentVersion records using either Enterprise or Partner API.
Special Access Rules
All users with a content feature license can create versions in their personal library. Customer and Partner Portal users must also supply the NetworkId of the Experience Cloud site in the request.
Usage
Use this object to create, query, retrieve, search, edit, and update a specific version of a Salesforce CRM Content document or Salesforce file. Use the ContentDocument object to retrieve, query, update, and delete the latest version of a document, but not a content pack, in a library or a Salesforce file.
Applying Tags to ContentVersion Records
Tags can be applied to ContentVersion records using either Enterprise or Partner API.
Associated Objects
This object has the following associated objects. Unless noted, they are available in the same API version as this object.
What is Salesforce 360?
Salesforce CRM, known as Salesforce Customer 360, is offered in different versions and configurations to suit businesses of every size and in every industry. Customer 360 is the breadth of Salesforce CRM technology — one integrated CRM system that can be used by all of your teams to manage and grow customer relationships.
Why is it important to conduct a CRM comparison?
Conducting a CRM comparison is a good way to get familiar with the benefits and features of Salesforce’s tools and those of Salesforce competitors. But you also need to take a good look at how your organization does business, and how a CRM system will support and enhance your workflow.
What is Salesforce Trailhead?
Trailhead is Salesforce’s free, self-service platform for learning new skills, earning professional credentials, and connecting to mentorship and job opportunities. Another helpful exercise as you compare CRM solutions is to review objections that new customers commonly raise as they consider adopting Salesforce.
What is CRM in business?
Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. Businesses use CRM to stay connected to customers, streamline processes, and improve profitability.
Why is CRM important?
Why the right CRM is important to a growing business. Customers are the lifeblood of any business. Finding new customers is key to growth, but so is keeping the ones you already have and building strong relationships with them. The right technology can help. Customer relationship management …
What is the difference between small and large CRM?
The main difference between “small” (Essentials) and “large” (Professional, Enterprise, and Unlimited) editions is that CRM software for small businesses comes without some of the bells and whistles found in the big business versions.
Table of Contents
Prerequisites
- Basic understanding of Salesforce Objects.
- Basic understanding of Salesforce Object Query Language.
Introduction to Salesforce
-
Salesforce is one of the most widely used Cloud-based CRM (Customer Relationship Management) software that helps companies manage their Sales and Customer data. In addition, it has tools to adapt integrated functions such as User Interfaces and Data Structures according to the business requirements. As the Salesforce CRM Platform is completely Clou…
Understanding Salesforce Content Management System
-
There’s no denying that Salesforce pioneers in every domain of the Customer Experience. Salesforce, a robust CRM software for Customer Relationship Management, offers an integrated Content Management System called Salesforce Content Management System, which is designed to provide a high-quality customer experience across multiple channels. The goal of the Salesfor…
Conclusion
-
In this article, you learned about Salesforce and the salient features that it offers. You also learned about Salesforce Content Management System and how Document Object in Salesforce is responsible for storing the data associated with files. However, to carry out an in-depth analysis of your Campaigns, Customer, and Other Marketing Initiatives, you would often need to extract dat…