Salesforce CRM Content simplifies content management by incorporating user-friendly features into the following tasks:
Rather than keep files in folders that make content difficult to find, Salesforce CRM Content stores files in fully searchable file repositories known as libraries. Administrators can create multiple libraries based on any classification, such as department name, job function, or team, then configure user permissions within the library to balance content access with security. Authors assign descriptive labels called tags to help classify and organize content across libraries. You can view a list of all content that belongs to a particular tag or filter search results based on a tag or tags. Salesforce CRM Content also provides personal libraries, which allow users to reduce the clutter on their desktops while using content-management benefits such as document search and version control.
The powerful Salesforce CRM Content search engine scans the entire body of the document as well as content properties such as the title, description, tags, categorization data, and author name. You can filter searches by featured content, file format, author, tags, libraries, or custom fields and then view the results with various levels of detail, providing an easy way to find relevant content quickly. If Chatter is enabled for your organization, you can also filter your search results by Chatter files. The “smart bar” graphic for downloads, comments, ratings, and subscribers allows you to compare documents within a search result set.
Once a file is located, subscribing to it ensures that you receive an email notification when new versions are published or changes are made to the file's properties. You can also subscribe to authors, tags, and libraries, thus reducing the time spent searching for new or updated content. Notification emails will arrive real-time or once daily, depending on your preferences.
In Salesforce CRM Content you do not need to download a large document to determine if its content is relevant to you. The content details page provides document details at a glance, including document title, author, description, tags, libraries, comments, votes, versions, subscribers, and downloads. If the document is a Microsoft PowerPoint, Word, Excel, or Adobe® PDF file, you can preview the entire file in your browser without downloading it. Some Microsoft Office 2007 features don't display correctly in previews. Copy-protected PDFs can't be previewed.
Uploading new or revised files in Salesforce CRM Content is fast and easy. During the upload process you choose a library and content type for your file or Web link, write a description, assign one or more tags, and fill out any customized fields that help categorize and define your content. 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.
Reviewing Usage and Providing Feedback
Salesforce CRM Content provides several methods for determining whether content is valuable to readers. Featuring a piece of content increases its visibility in search results. Voting thumbs up or thumbs down on a file, Web link, or Google doc and adding comments allow you to participate directly in content improvement. You can also see who has subscribed to a file, link, or doc and how many times files have been downloaded. The Reports tab allows you to create standard or custom reports on Salesforce CRM Content data. 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.
Sharing Content in Salesforce
Salesforce CRM Content is also integrated with leads, accounts, contacts, opportunities, cases, products, and custom objects. If Salesforce CRM Content functionality is enabled on the Opportunity tab, for example, Salesforce CRM Content uses the fields on the opportunity detail page to search for files that may be relevant to that opportunity. You can drill down in the search results as needed or run your own search and then attach one or more files to the opportunity. The most current version of the file will be available on the detail page for the life of the opportunity.
Sharing Content in Salesforce Classic
Salesforce CRM Content is available in Salesforce Classic. Users can share content with customers and colleagues from the mobile application when they're away from their desks. Ask your administrator to set up mobile Content.
?SFDC Basic and Development
?Understanding the terms in SFDC
?Introduction to SFDC Editions
?Designing Applications on Force.com
Learn about factors to consider when building a data model
Develop custom objects and fields, encrypted fields, field help,
and field history tracking
Use master detail, lookup, and many-to-many relationships
Create a user interface for custom applications using the
Custom Object tab, page layout and
Set filed attributes on the page layout
Use the Custom Object Queue and event based workflow rules
with field update actions
Develop custom formulas and validation rules
?Designing Applications for Multiple Users
Learn about factors to consider when designing applications for multiple users
Create profiles, understand what a profile controls(including data access), and customize
Profiles to manage the user experience
Customize the user experience with record types and pages layout
Control access to records
Employ OWD, sharing rules and levels, roles, public groups, and manual share.
Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data.
Apply OWDs, public groups, and manual sharing to create conditional access to data
Analyze suitability of FLS, page layouts, and record types to satisfy business requirements.
?Implementing Business Process
Use Validation rules to enforce conditional behavior
Use functions to enforce data format and data consistency
Implement multistep approval workflows and escalations to automate business Processes
Create parallel approval workflows and workflow approvals with dynamic approval routing
?Visual force pages
Learn about the capabilities of the Visual force framework
Incorporate Visual force pages into Sales force Construct expression bindings and incorporate
Sales force into Visual force pages with Visual force tags
Use Visual force tags to create pages layouts, input forms output tables custom components
Create partial page refreshes on Java Script events.
Learn about the functionality that comes with Visual force standard controllers
Find out when Apex is required for creating custom controller or extension
Creating Apex Classes and triggers
Customization using Apex Programming
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