Classify and publish a Web link in Salesforce CRM Content.
Required Editions
| Available in: Salesforce Classic |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To publish Web links in Salesforce CRM Content: |
Manage Libraries checked in your library permission definition OR Add Content checked in your library permission definition |
- Click the Libraries tab.
- To add a link, click Contribute | Do you want to link to a website instead?, then enter the URL, and click Contribute. To publish a link that is already in your private library, click the My Private Files tab, locate the link, and click Publish.
- Assign a title and description to your Web link.
- Choose a library. This library becomes the managing (home) library, meaning that the Web link can be shared with another library but its content details page can only be edited by a user with relevant permissions in the managing library. If you do not want the link to be visible to other users in your organization, choose Save in my private library.
- Optionally, choose a language. If multi-language support is enabled, the Language dropdown list is displayed. If you do not choose a language, Salesforce associates your content with your personal language setting. If users restrict their content searches to a particular language, only content associated with that language is displayed in the search result set.
- To publish the content on behalf of another author, choose that author from the dropdown list.
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Tag your content. Your tagging permission depends on the tagging rule assigned to the
library:
- If the library does not have a tagging rule or if your administrator assigned the open tagging rule, you can enter tags in the Tags field. As you type a tag, Salesforce CRM Content autosuggests tags based on your My Recent Tags list and the Popular Tags section on the Libraries tab. The My Recent Tags list on the Contribute window shows the 20 tags that you used most recently. To add a tag, click it to automatically add it to the Tags field.
- If your administrator assigned the guided tagging rule, you can choose from the list of suggested tags or enter a new tag. To add a suggested tag, click it to automatically add it to the Tags field.
- If your administrator assigned the restricted tagging rule, you must choose from the list of suggested tags. When you select a tag, it turns green.
- 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.
- If multiple record types are available, choose one from the dropdown list. The record type determines which custom fields appear for you to categorize and define your content.
- After completing the custom fields, click Publish or Save.