How to add files to salesforce cms content

Required Editions and User Permissions

• In the Salesforce CMS app, open the workspace. Click Add Content.
• Select the content type. For more information on content types, see CMS Content Types. Then click Create.
• Click Create Content and fill in the fields. Click Save Draft when finished.
  Saving your content as a draft adds it to…
• To make the content available for coll…

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Answer

What is Salesforce CMS?

Salesforce CMS is a hybrid content management system, where you can curate and share content, manage multiple language versions of your content, and control who creates what. Use Salesforce CMS to create, manage, and deliver content from a central location, and then share that content across multiple channels.

Who can access detail pages in Salesforce CMS?

Note Anyone with the page ID or URL can access a detail page whether it is in a collection or a component. Salesforce CMS comes with Document, Image, and News content types ready for you to customize. These content types are ready for use, but you probably have more ideas for your content.

How do I add content to a Salesforce workspace?

Note When you add new content to your workspace, it’s given a Salesforce CMS Content Key. This key sticks with the content across orgs, versions, sites, and components. To make the content available for collections and for individual placement on a page in your site, click Publish.

How do I publish content from Salesforce CMS?

Brandon Wilson, the Cloud Kicks merchandiser, is eager to publish his fabulous new content from Salesforce CMS on his company’s storefront pages. Because Vijay Lahiri, the developer, has done all the technical work, it’s an easy two-part process. Here are the steps to take. Launch the Salesforce CMS app. Create and organize content.

How do I add content to CMS Salesforce?

Add Content in Salesforce CMSIn the Digital Experiences app, open the workspace. Click Add Content.Select the content type. … Click Create Content and fill in the fields. … To make the content available for collections and for individual placement on a page in your site, click Publish.

How do I edit CMS content in Salesforce?

Fortunately, editing content is easy in the Digital Experiences app….Edit Content in Salesforce CMSIn the CMS workspace where the content was created (1), click the title of the content you want to edit (2).Edit your content. Your options depend on whether the content is published or not. … Review your changes.

How do I create a custom content type in Salesforce CMS?

But if you need more specific content types such as blogs, events, or product layouts, you can create custom content types using Metadata API….Create Custom Content Types for Salesforce CMS.User Permissions NeededTo create workspaces and channels in the Salesforce CMS app:Modify All Data OR Create CMS Workspaces and Channels5 more rows

Can Salesforce be used as a CMS?

Salesforce CMS is a hybrid content management system, where you can curate and share content, manage multiple language versions of your content, and control who creates what. Use Salesforce CMS to create, manage, and deliver content from a central location, and then share that content across multiple channels.

How do I edit a website in CMS?

CMS: Editing an Existing PageIn the left-hand sidebar, drill down to the page you want to edit. Selecting the file will display a preview of the page in the right pane.In the main window, click on the Edit icon.The Edit window will overlay the CMS window:

How do I edit a workspace in Salesforce?

Edit a CMS Workspace inOpen the Digital Experiences app (previously named Salesforce CMS) from the App Launcher in Lightning Experience.Select the row action for the workspace you want to update and click Edit.Edit the name and description and click Save.

What is a content type in CMS?

A Content Type is the structure or blueprint of a page or a section that your web or mobile property will display. It lets you define the overall schema of this blueprint by adding fields and setting its properties.

What is a content record in Salesforce CMS?

Available in: Lightning Experience. Available in: Enterprise, Performance, Unlimited, and Developer Editions. CMS Content collections are the filtered results of the content shared with your Experience Cloud site from the Digital Experiences app (previously named Salesforce CMS).

Which content type can you use out of the box in the Salesforce CMS app?

You can add a BMP, GIF, PNG, JPG, or JPEG file up to 25 MB. You can find images that were previously stored in the Asset Library in the CMS workspace where they were used. Include images already in your workspace in a news article or any custom content without leaving the CMS app.

How do I use CMS in Salesforce?

In Salesforce, from the App Launcher, find and open Salesforce CMS. Note If you can’t find the app, ensure that Visible is selected for Salesforce CMS in your user profile in Setup. Create a CMS workspace, and specify which sites to share content with. Add contributors who can create and manage access to the content.

Is Salesforce a CRM or CMS?

Flexible And Fast – Salesforce CMS is a hybrid content management system, which means your team can generate content in one place and syndicate it to any digital touchpoint, whether Salesforce-powered or not.

What is the difference between CRM and CMS?

Customer relationship management software (CRM) keeps track of all your leads and customers by recording and reporting their interactions with your website. A content management system (CMS) is used for building and managing a website.

Import Content from an External Source

Transfer content from an external source or CMS, or mass-import images from an external digital asset manager (DAM) to Salesforce CMS. First prepare your content for import by creating JSON files that describe the content. Then add the JSON files to a .zip archive.

Import Local Files

To import local files, such as documents and images, create a folder named _media and add the local content files. When you enter the content details into a JSON file, use the ref attribute to reference the local image or document filename and its location inside the _media folder.

Import Content with References to Other Content

To reference one piece of content in another, always import or add the referenced item in the workspace before you import the content that references it. For example, if a news item references an image, ensure the image is in the workspace so that the news item can reference the content key of the image.

Bulk Publish after Import

To bulk publish content after import, import content in the Salesforce CMS workspace and select Publish content after import to change the status of all the content in your import to published. If the content is already in your CMS workspace, it replaces your last published version.

Export Content from Salesforce CMS

When you export from Salesforce CMS, each piece of content formats in an individual JSON file included in a .zip archive.

Import Content after Export

When you import the .zip archives into a Salesforce CMS workspace, import the media .zip archive first, then import the corresponding content export .zip archive.

CMS Collection Components and Content Export

CMS Collection components aren’t included when you import or export in Salesforce CMS. Recreate your CMS Collection in the CMS destination org. If you use the same name for the collection, it’s not necessary to add it to the component again after you recreate it.

How to add content to Salesforce?

Open Salesforce. Click the app icon . In the Salesforce CMS app, open the workspace you want to add content to. Click Add Content. Click Create Content and fill in the fields: title, body, image, excerpt. Click Save Draft when you are finished.

What is a CMS workspace?

A CMS workspace is how you organize and secure content in the Salesforce CMS app. Each CMS workspace has one or more channels that share content that one or more contributors create. Brandon uses CMS workspaces to differentiate internal and external information, geographies, and different campaigns.

Does Brandon update the content in Salesforce?

If Brandon updates the original content in Salesforce CMS, the changes don’t automatically appear in the Page Designer component . He must reconfigure the component attribute in Page Designer and select the content again to get the update.

Can Salesforce CMS be used across multiple channels?

In this unit, you learned that Salesforce CMS content can be used across multiple channels. You walked through the steps to open a workspace in Salesforce and create content. Then you added a new Page Designer component to a page where you used the new content.

What is Salesforce CMS?

Salesforce CMS is a hybrid content management system, where you can curate and share content, manage multiple language versions of your content, and control who creates what. Use Salesforce CMS to create, manage, and deliver content from a central location, and then share that content across multiple channels.

What is shared content in Salesforce?

Shared Content is content that was created in the Salesforce CMS app and shared to the site you’re working in. You can post content items individually, or group them into collections filtered by search parameters or topics. See Organizing Content.

What is a CMS workspace?

In CMS Workspaces, you create content, define content access, and define channels so you can share content easily and limit access to appropriate contributors. Create separate CMS workspaces to differentiate internal and external information, different geographies, or even different campaigns.

Is the display of content managed separately in each Experience Builder site?

The display of content is managed separately in each Experience Builder site , even though the creation and sharing of content across sites is managed from your Salesforce org.

Can you migrate Salesforce CMS to production?

Note Salesforce CMS only supports Full Copy sandboxes for CMS content and collections. You can’t migrate CMS content to a production org. We recommend that you use the CMS app in your production org to create content that you plan to use beyond testing.

What is Content Admin in Salesforce?

Content Admin – This role is given to the users that will be accessing the CMS the most as they will have full access to content in the CMS Workspace, ability to manage contributors, and organise content sharing. This role enables the user to add additional items such as contributors, channels, and language to the Workspace without aid from the Salesforce Admin.

What are the features of Salesforce?

Features of the Salesforce Content Management System: 1. Workspace. CMS Workspaces are the first-touch point for all CMS activities, providing organisation and security for the CMS app. In order to use the CMS app, we will need to create a Workspace.

Why is CMS important?

The CMS Workspace is important as it provides visibility into which users are creating what content and where it is being shared.

Is Pardot a Salesforce feature?

Now, as Pardot marketers you may be reading this and thinking… this is a Salesforce feature… right? Well, yes. But should we be interested in it? Definitely and here’s why.