Manage a Dynamic Collection

A dynamic collection continuously updates based on the conditions and available content in your channels. Tag your enhanced CMS content with taxonomy tags, and then define conditions that automatically add content items to the collection.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create, edit, and delete dynamic collections in a CMS workspace:

View Content Taxonomy

AND

any CMS workspace contributor role

Conditions for a collection can apply to content from multiple workspaces connected to the channel. To preview the content that appears in the collection, you must have a content contributor role for the workspace the channel connects to. You can change the conditions for a collection, but you can’t change the content type.

Unlike a manual collection, to add content to a dynamic collection, you define conditions with a resource, operator, and value. Then, Salesforce searches the channel for content that meets the conditions. The collection search results can include up to 250 content items. For the best dynamic collection results, tag the content as specifically as possible.

Note
Note How the search results appear differs by the number of content items that meet the conditions. When fewer than 250 content items match the conditions, the results are ordered by the most recent publish date. When more than 250 content items match the conditions, the results order can vary.

Before you import a dynamic collection, first use data loader to import taxonomy terms. To import a dynamic collection, the taxonomy terms must be available in the target org. To import a content taxonomy and terms, go to Salesforce Developers to learn how to use Data Loader to import a content taxonomy.

  1. In the Digital Experiences app, open an enhanced CMS workspace.
  2. Click Add and select Collection.
  3. Click Dynamic Collection.
  4. Enter a title and description for the collection, and then select the content type.
  5. Define conditions that automatically add content items to the collection.
    1. Click Manage Conditions.
    2. Leave the field Add content item when as All Conditions are Met.
    3. For Resource, select Tag.
    4. For Operator, select either Equals, All of, or Any of.
      Operator Option Description
      Equals Use for an exact match of content with the tag specified in the Value field. When you use this operator, you can include one tag in the Value field.
      All of If the content has all of the tags specified in the Value field of the condition, the content is eligible to appear in the results. For example, if Value = A AND B, then the results include content that has both A and B tags. When you use this operator, you can include between two and five tags in the Value field.
      Any of If the content has any of the tags specified in the Value field of the condition, the content is eligible to appear in the results. For example, if Value = A OR B, then the results include content that has either A or B tags. When you use this operator, you can include between two and five tags in the Value field.
    5. For Value, search for and enter content tags .
  6. Click Apply Conditions, and save your changes.
  7. To preview content that appears in the collection by channel, click Review Content Items, and then select an available channel.
  8. Save your changes.
  9. To make the collection available to your channels, publish the collection.
  10. To make the collection unavailable to your channels, unpublish the collection.
Example
Example When you tag content, keep in mind that only the specified tags apply to the content, not the entire content taxonomy hierarchy. For example, Bob, a taxonomist, creates a parent taxonomy named Sport Memorabilia. He adds the term jersey as a child to Sport Memorabilia, and the term retired as a child to jersey. Then, Sheng, a content admin, applies those three tags to images in an enhanced CMS workspace. Sheng creates a dynamic collection of images and defines the conditions as
  • Add Content when All Conditions are met
  • Resource = Tag
  • Operator = Equals
  • Tag = jersey
The dynamic collection results contain only images tagged with jersey.