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Salesforce Essentials for Administrators

You're reading from   Salesforce Essentials for Administrators Discover the administration fundamentals and challenges of Salesforce CRM

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Product type Paperback
Published in Oct 2014
Publisher
ISBN-13 9781784398071
Length 158 pages
Edition 1st Edition
Concepts
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Author (1):
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Mohit Shrivatsava Mohit Shrivatsava
Author Profile Icon Mohit Shrivatsava
Mohit Shrivatsava
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Table of Contents (9) Chapters Close

Preface 1. User Management and User Profiling FREE CHAPTER 2. Configuring Salesforce 3. Reports and Dashboards 4. Record-level Access, Security, and Audit Features 5. Session Management, Data Loader, and Data Loading Best Practices 6. Troubleshooting Common Problems 7. An Overview of Sales and Service Cloud Index

Content management


Content in Salesforce is an important feature to manage your files and documents securely. One can share content and also track the number of times the content is viewed and downloaded. A secure URL can be generated for sharing the content.

On navigating to Setup | Content Deliveries | Settings, one can configure content delivery options here.

The content delivery feature converts documents, such as Microsoft Word and PowerPoint files, into an online format that makes viewing content as easy as clicking on a link. You can send the content to recipients inside or outside your organization, and Salesforce.com tracks how frequently the content is viewed.

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