---
schema_version: "1"
id: 7c4e87d0a11c35a53887bc9160c731a05d820444349ea8cee2e4ad28d656e2b5
title: Set Up Salesforce CRM Content
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/content_initialsetup.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.content_initialsetup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 70d4678b07b24c8a4f9cfdfb11f389dd7bcb6c4ed037afcec5d76aed5017f0ed
description: Set up Salesforce CRM Content in your org to enable content libraries and set up permissions.
products:
  - Experiences
release: "264"
---
# Set Up Salesforce CRM Content

Set up Salesforce CRM Content in your org to enable content libraries and set up permissions.

### 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: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Contact Manager</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</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="d56087e83">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d56087e83 ">To create, edit, or delete library permissions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d56087e83 ">
              <p>Manage Content Permissions</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Salesforce CRM Content</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d56087e83 ">To create, edit, or delete page layouts and record types:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d56087e83 ">
              <p>Manage record types and layouts for Files</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Salesforce CRM
                Content</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d56087e83 ">To create content fields:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d56087e83 ">
              <p>Manage Content Properties</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Salesforce CRM Content</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d56087e83 ">To create libraries:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d56087e83 ">
              <p>Create Libraries </p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Salesforce CRM Content</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d56087e83 ">To edit or delete libraries:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d56087e83 ">Manage Salesforce CRM Content</td>

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

1. From Setup, enter Salesforce CRM Content in the Quick Find box, select **Salesforce CRM Content**, and then select Enable Salesforce CRM Content.
2. Give users access to Salesforce CRM Content by assigning feature licenses in one of the following ways:
    - To assign feature licenses to users automatically, from Setup, enter Salesforce CRM Content in the Quick Find box, select **Salesforce CRM Content**, and then select Autoassign feature licenses to existing and new users.
    - To assign feature licenses to users manually, from Setup, enter Users in the Quick Find box, then select **Users** and click **Edit** next to the user's name. Select the Salesforce CRM Content User checkbox and click **Save**.
3. Verify that the Salesforce CRM Content users have the Salesforce CRM Content user permissions enabled. The user permissions include Manage Salesforce CRM Content, Create Libraries, Manage Content Permissions, Manage Content Properties, Manage record types and layouts for Files, and Deliver Uploaded Files and Personal Content. To add library items as email attachments, a user needs to be a member of the library. Users with the Deliver Uploaded Files and Personal Content user permission can create content deliveries from personal libraries. This user permission doesn’t affect the ability to deliver content from shared libraries.
4. Use the New Library Wizard to create a library, add members to the library, and assign library permissions to the members. You can control access to libraries with library permissions, the groups of privileges that determine user access within a library. Users must be assigned library permissions before they can use libraries. All new organizations contain three library permissions: library administrator, author, and viewer.
5. Categorize and define your content. Create content fields and assign them to page layouts. The default fields are Description, Tags, and Title. If you want to create a field named, for example, Reviewed By, your custom content field would be a picklist with the names of possible reviewers.
6. Create a custom page layout or modify the default page layout. Page layouts are the containers for custom fields; they determine which fields are available during the publishing process and how the fields display on the content details page. You can create multiple page layouts and record types and assign a content field to any or all page layouts. For example, if sales and marketing users want to record different information about their content, you can create Sales and Marketing page layouts and record types. If you create a Related Campaign lookup field and add it to the Marketing page layout and record type only, users who select the Sales record type during the upload process don’t get to choose a campaign.

- Before you create libraries, review the files you plan to store to determine how many libraries you need and what content belongs in each library. Users are given access to content based on library.
- If you have a lot of Salesforce CRM Content users, create a public group and add the group to a library rather than adding users to the library individually.
- To enable Salesforce CRM Content functionality for leads, accounts, contacts, opportunities, cases, products, or custom objects, add the Related Content related list to the appropriate page layout.
- To send web-formatted content to colleagues, leads, or contacts and associate it with Salesforce records, add the Content Deliveries related list to the page layout for leads, accounts, contacts, opportunities, cases, campaigns, or custom objects.
- To allow users to publish, edit, and search in any of the Salesforce-supported languages, from Setup, enter Salesforce CRM Content in the Quick Find box, select **Salesforce CRM Content**, and then click **Enable multilanguage search and contribute**.
- Salesforce CRM Content is available via the Customer Portal and partner portal.
- All Salesforce CRM Content items display as primary tabs in the Salesforce Console.

Consider these best practics.

- If you are using the Related Content related list on Salesforce objects, align your custom content fields with the standard and custom fields on the object to increase the accuracy of a search. Clicking the **Find Content** button on the related list matches content to the fields on the record and displays search results containing the related content.
- To ensure that content is classified consistently, define consistent tag names with your contributors. For example, establish tag names at the outset to avoid having tags such as “channel” and “channels” in the same library.
- Avoid using too many tags. The search engine helps users find specific content, whereas tags enable users to browse and subscribe. Excessive tagging creates unnecessary clutter.
- You can't change or delete tag names. You can remove tags from a document, but that doesn't delete the tag.
- Tags are case insensitive. You can't have two tags with the same name even if they use different upper and lowercase letters. The case of the original tag is always used.
- To highlight valuable content and make it easier to find, mark it as “featured” on the content details page. Featured content receives a higher priority than similar content in search results, and appears on the Libraries tab for easy access. To feature content, users must have the Feature Content option checked in their library permission.
- If your organization uses Google Docs, encourage library members to add their Google docs to a library. Including Google docs in Salesforce CRM Content allows users to access all types of content from a single location and apply Salesforce CRM Content functionality, such as votes, comments, and subscriptions, to Google docs.

#### See Also

- [Customize Salesforce CRM Content](https://help.salesforce.com/s/articleView?id=experience.content_setup.htm&release=264.0.0&type=5 "Modify content fields, validation rules, library permissions, and other default settings.")
- [Set Up Content Deliveries](https://help.salesforce.com/s/articleView?id=experience.content_delivery_about.htm&release=264.0.0&type=5 "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. 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.")