Campaign and marketing managers link Salesforce CMS content to a tactic, such as the creative for a paid social ad. The content then lives in one place with the tactic.
Required Editions
| View supported editions |
| User Permissions Needed | |
|---|---|
| To link content to a tactic: |
Marketing Planning and Operations Leader permission set group OR Marketing Planning and Operations Specialist permission set group |
| To view content: | A CMS workspace contributor role of content admin or content manager |
Before you link content, confirm that the tactic belongs to a business unit. The tactic's business unit determines which Salesforce CMS workspaces you can link content from.
- On a marketing tactic, click Content.
-
Click Link Content.
Also use the Link Content quick action on the highlights panel of marketing tactics.
-
Select published content items to link, and click Add.
Only published CMS content is available to select. Select up to 50 items at a time.
To unlink a content item, use the Unlink Content quick action on the Content tab.