A content delivery allows you to convert documents such as Microsoft® PowerPoint and Word files into an optimized web-based version for easy online viewing.
Required Editions
| Available in: Salesforce Classic |
| Available in: All Editions except Database.com |
| User Permissions Needed | |
|---|---|
| To create a content delivery: | None |
| To edit a content delivery: |
Owner of the record OR Modify all Data |
After you create your delivery, you can send its encrypted URL to any recipient, such as leads, customers, partners, and colleagues, and then track how often people view or download the content. Content deliveries are available in Salesforce Classic only. However, Lightning Email generates delivery-based links as email attachments for Lightning Experience users who have access to the Content Deliveries feature.
From the Content Deliveries related list on leads, business accounts, contacts, opportunities, cases, campaigns, and custom objects you can:
- Click Deliver Content to create a new content delivery and associate it with the record you are viewing. For more information, see Creating Content Deliveries.
- Click Preview to open the content delivery. Each time you view a content delivery, it is recorded as one internal view on the Views related list.
- Click the content delivery name to open the detail page for that delivery. For more information, see Viewing and Editing Content Deliveries.