Salesforce CRM Content – Brief Description about CRM Content and How can Developer and Admin Use CRM Content

Salesforce CRM Content Organize, share, search, and manage content within your organization .Content includes all file types, from traditional business documents such as Microsoft PowerPoint presentations to audio files, video files, Web pages, and Google docs.

It Simplifies content management by incorporating user-friendly features into the following :

  • Organizing
  • Searching
  • Subscribing
  • Contributing

Most of the People Think Why should I Use Salesforce CRM Content? what is the Benefits of using CRM Content ?

Why-is-Thinking-so-important-300x300

I Suggest to those People Please Refer the Below amazing Articles.

http://cloud4good.com/announcements/why-should-you-use-salesforce-content-why-not/

https://www.linkedin.com/pulse/what-benefits-professionals-can-leverage-from-crm-content-systems/

So After Understanding the concept let’s Move to the other Step

How to enable CRM Content in your Organization?

Refer Below Link and Enable CRM Content in your Organization Step by Step.

https://support.cloudhq.net/how-to-enable-document-libraries-in-salesforce/

What Salesforce Admin Should Know about CRM Content?

  • Publish Files to Libraries –

Go to the Libraries Tab and click on Contribute .

2nd

Choose File from your Local system and Enter Description , Select Library in which you want to Publish the file and Click on Save .

3rd

4th

You can Share File with your Standard OR Custom Object But you need to make Lookup field of that Object with Standard Object (Content Version) of CRM Content .

  • Create a New Library –

Click on New Button and enter Name, Description and Unique Name of the Library.

5th

  • Update Content Version –

Select any file Uploaded in CRM Content  From the Top Content Section  Or you can View file from Library and Click on Edit and Select Update Content Version and Choose file and Update the Version of that Content.

Using this you can publish a new Version of the file and update file Properties.

6th

8th

  • CRM Content Permissions ,Custom fields ,Customization of content Page Layouts

Search Salesforce Files in the left side Search Bar.

9th

You would These Options After clicking on Salesforce Files

10th

So These are the all customization which you can do regarding Library Permissions for Users, Create, modify and Delete Fields on Content Version, Manage Validation Rules etc..

Create, modify and delete custom fields is the option where you can make Standard or custom objects Lookup with Content Version So that you can upload file with the object from libraries tab.

As you see in Below Picture I can Upload File with Lead Or Account Object.

11th

What about Developers ?

11_md_confab_380

What Developer should Know about CRM content for working with Apex ?

Below is the CRM Content Object Hierarchy or you can say Data Model . This is thing which Developer must know for working with CRM Content.

 

12th

ContentWorkspace – ContentWorkspace is a Library which you can use for publish File . You can use Workspace(Library) Id while making Instance of Content Version so the File publish in that Workspace.

13th

ContentWorkspaceDoc – ContentWorkspaceDoc  Represents a link between a document and a public library in Salesforce CRM Content . It allows a document to be shared with multiple libraries.

In the ContentWorkspaceDoc there are two lookup Fields that is ContentWorkspaceId and ContentDocumentId.

14th

ContentDocument – ContentDocument is a document that has been uploaded in library in CRM Content.

For upload file as Content Document you have to Make Instance of Content Version Because Create() call not supported in Content Document.

15th

ContentVersion – This is a Specific Version of a Content Document(File) in CRM Content.

16th

So these are some things Developer or Admin should Know.

Please Refer the Below Links for Complete Details of Content Object.

https://help.salesforce.com/articleView?id=content_parent.htm&type=0

https://resources.docs.salesforce.com/210/latest/en-us/sfdc/pdf/salesforce_content_implementation_guide.pdf

https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_erd_content.htm#sforce_api_erd_content

Hope you find this helpful, in case of any queries/concerns, please post a reply or drop an email to me at sfdcsagarsindhi@gmail.com .

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