---
schema_version: "1"
id: 530a220ed37930a3e7f4ca6ba3c340114bbad7b39c27a90a0223acc403159ae4
title: Find Salesforce CRM Content Related to Records
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/content_related_list.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.content_related_list.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: aaaf2a5b2995bab16753074b0e8ee7d48fed83de97eacbe3a1116afe2dbf3206
description: Quickly find content files that are related to leads, accounts, contacts, opportunities, products, cases, or custom objects by using the related lists on those records.
products:
  - Experiences
release: "264"
---
# Find Salesforce CRM Content Related to Records

Quickly find content files that are related to leads, accounts, contacts, opportunities, products, cases, or custom objects by using the related lists on those records.

### 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</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <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="d51157e80">User Permissions</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d51157e80 ">To access Salesforce CRM Content:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d51157e80 ">
              <p><samp class="parmname">Salesforce CRM Content User</samp> checked in your personal
                information </p>
              <p>AND</p>
              <p style="margin-bottom:0;">Member of the library</p>
            </td>

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

If your organization has Salesforce CRM Content enabled, you can take advantage of Salesforce CRM Content functionality on detail pages for leads, accounts, contacts, opportunities, products, cases, or custom objects. The Related Content related list allows you to search for files, content packs, Web links, or Google docs and attach them to the record. When you attach a file, the latest version is available for the life of the record unless the file is removed.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-collaboration-264-0-0-production-enus/1aab5b5e-c990-4b8c-840a-6fb18af49709/images/icon_note.png)

Note The **Related Content** and **Content Deliveries** related lists are only available on a record if they have been added to the corresponding page layout by an administrator.

From the Related Content related list, you can:

- Click the content's title to view the content details page where you can perform several tasks, such as commenting and voting on content, downloading files, opening Web pages and Google docs, and subscribing to content, authors, tags, or libraries. For more information, see [View and Edit Content Details](https://help.salesforce.com/s/articleView?id=experience.content_preview.htm&release=264.0.0&type=5 "Clicking a file name on the Libraries, Content, or Subscriptions tabs opens the content details page, which is a central access point to preview content and gather information about a particular file, Web link, content pack, or Google doc in Salesforce CRM Content. Starting with the Summer '10 release, if Chatter is enabled for your organization, files posted to Chatter are also listed.").
- Click **Del** next to a piece of content to remove it from the record. This action doesn’t delete the content from the Salesforce CRM Content library.
- If content deliveries are enabled in your organization, click **Deliver Content** to create a content delivery. 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. For more information, see [Creating Content Deliveries](https://help.salesforce.com/s/articleView?id=experience.content_delivery_create.htm&release=264.0.0&type=5 "A content delivery lets you 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.").
- Search for related content:
    1. Click **Find Content** or **Search All**. In both cases, Salesforce CRM Content searches within the libraries that you have access to. If you click **Search All**, the search results display all the content in your libraries. For the Find Content search, your search results contain content that is relevant to the record; Salesforce CRM Content searches for content with text or attributes that match the following fields:
        
        - On an opportunity, the Opportunity Name, Account Name, and all competitors and products.
        - On an account, the Account Name and Industry.
        - On a case, the Case Reason, Subject, Account Name, and Industry.
        - On a lead, the Name, Company, Industry, and Title.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-collaboration-264-0-0-production-enus/1aab5b5e-c990-4b8c-840a-6fb18af49709/images/icon_note.png)
        
        Note On a custom object, clicking **Find Content** returns search results that contain the full custom object name in the document's text or attributes. If no content meets this criterion, the search results are empty and a Search All search is used instead.
    2. On the search results page, filter your results as needed by entering search terms or selecting filter criteria from the sidebar.
    3. Click **Attach** for any file that you want to attach to the record.
    4. Click the **Back** link to return to the detail page.