Libraries are a wonderful way to organize files and manage user permissions. See files
displayed in a grid or switch to the familiar list view. Click a library or folder to see files
displayed as thumbnails. A thumbnail view is an easy way to find files. With the Libraries
component, you can sort files and pinpoint exactly what you’re looking for in no time at
all.
Required Editions
| Available in: both Salesforce Classic and
Lightning Experience |
To use a guided setup, go to , and select Intelligent Sales Enablement. Click
Guided Setup.
- Enable the Library Component
Set up libraries to upload, share, and manage files. You need Salesforce administrator permissions to enable the Libraries component.
- Add Library Members
You can add members to libraries. Permissions are customizable from the library level, which gives you control over who can access files.
- Create Library Folders
Creating folders gives you more control over the content in your libraries. You can organize folders and subfolders in a way that makes sense to you.
- Add Files to a Library
After you have your folder structure set up, you can add files to your folders. In the file picker, the search field filters among loaded files. Use the search option at the bottom of quick results for a broader library search.
- Enable Content Deliveries and Public Links
Use Content deliveries and public links to send links to files to people inside or outside your organization.
- Manage Libraries from Files Home
Working in libraries is simpler now that admins can change libraries in Lightning Experience and manage libraries from Files Home.
- Manage Library Membership from Files Home
Library admins can update, add, delete, and track library members from Files Home. In the Current Members section, external users automatically get an “external badge” to help you identify external partners, customer site members, and portal and Chatter users.
- Customize Experience Builder Site Libraries with Images
Give each library a unique look by branding it with an image.
