---
schema_version: "1"
id: 479162b7030ad1a97f71753f6f7000e2a132e97cf7d29e563d02391d5af46c24
title: Create a Salesforce CRM Collection for Your Aura Site
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/community_managed_content_collections_creatingcrm.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.community_managed_content_collections_creatingcrm.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1d11c8da2ce852242d5c1c3b1818e1ff0c1db58b0fff6acd31da4c1c04b1a411
description: To display CRM object data on your site, create CRM collections. CRM collections are automatically updated based on the data in your Salesforce org. When you add a CRM collection to your Aura site, you can customize its layout and formatting.
products:
  - Experiences
release: "264"
---
# Create a Salesforce CRM Collection for Your Aura Site

To display CRM object data on your site, create CRM collections. CRM collections are automatically updated based on the data in your Salesforce org. When you add a CRM collection to your Aura site, you can customize its layout and formatting.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Applies to: <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_basics_glossary.htm&amp;type=5&amp;language=en_US" target="_blank">Aura sites</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d66771e79">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d66771e79 ">To access an Experience Builder site’s Content Management workspace:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d66771e79 ">
              <ul>
                <li>Create and Set Up Experiences</li>

                <li>AND is a member of the site</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d66771e79 ">To customize an Experience Builder site:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d66771e79 ">
              <ul>
                <li>Create and Set Up Experiences OR assigned an experience admin, publisher, or
                  builder role in that site</li>

                <li>AND is a member of the site</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

Before you can create CRM collections, add CRM connections to your Aura site, and ensure that these CRM connections are approved for use.

As you add records in Salesforce, they’re automatically added to the CRM collection connected to that object. You can create a CRM collection for an object even if you don’t have any records for that object in your org. If you anticipate having records to show on your Aura site, create a CRM Collection.

1. In your site’s Experience Workspaces, navigate to Content Management.
2. Go to **Collections**, and click **New**.
    
    ![Collections tab open with Collections and New highlighted.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/community_cms_collections-crmmain.png)
3. In the New Collection window, enter a descriptive name for your collection, select **Salesforce CRM**, and click **Next**.
    
    ![New Collection dialog with Salesforce CRM selected](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/community_builder_cms_collections-new-crm.png)
4. From the dropdown menu, select the object that you want to include in your collection.
5. Select the best list view to display your CRM collection. You can have multiple collections associated with an object, but each collection can only have one list view associated with it at a time. Objects with only one list view available can only have one collection at a time.
    
    ![New Collection dialog with list of views displayed for selected object](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/community_builder_cms_collections-new-crm-3.png)
    
    Only global list views are available for creating CRM collections. All fields in a list view are available for display when that view is added as a content source in Experience Builder.
6. Click **Finish**.

#### See Also

- [Add a Salesforce CRM Collection to Your Aura Site](https://help.salesforce.com/s/articleView?id=experience.networks_aura_crm_collection_component.htm&release=264.0.0&type=5 "To create an attractive and engaging display of CRM object data, add a CRM collection to your Aura site. Create and customize the data layout and record list views by using the CMS Collection component in Experience Builder. If you haven’t created a CRM collection but you want to display object data on your site, you can still add the CMS Collection component as a placeholder.")
- [Create a Conditional CMS Collection for Your Aura Site](https://help.salesforce.com/s/articleView?id=experience.community_managed_content_collections_creatingnative-auto.htm&release=264.0.0&type=5 "Make collections by creating filters that automatically include content that meets your defined criteria. To achieve complex and targeted results in your collection, combine several layers of filters.")
- [Create a Manual CMS Collection for Your Aura Site](https://help.salesforce.com/s/articleView?id=experience.community_managed_content_collections_creatingnative-manually.htm&release=264.0.0&type=5 "Create hand-picked static collections of Salesforce CMS content. Select and add specific content in a few clicks, and edit the collection at any time from the Content Management workspace. Create manual collections to gather CMS content items of a single content type.")