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Enterprise Content
Management

Libraries

Chris Cranis
Sr. Account Executive
415.830.4129
Enterprise Content and Collaboration Tools of Yesterday

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Libraries

Salesforce Libraries
Includes:
•Secure, web-based interface (access anywhere)
•Public and private workspaces for storing content
•Commentary, ratings, subscriptions
•Version control
•Delivery and tracking
•Full indexed search, online previews
•Presentation and assembly
Store and manage all enterprise content in a central repository

Libraries

Find Relevant Content Faster
• Share Any Content Instantly
• Find The Best Content Every Time
• Always Stay Up To Date
• Collaborate with peers on content
• Track and report on deliveries
Libraries

Screen Tour
Library Dashboard
Workspace Security (Locked down by profile or role)
Library Workspaces
Who are the active content contributors?
Indexed Content Search
Content Search Filters (by File type)
Filter by Internal vs. External approved content
Select a file to view more information
Content View
Content View

Content Properties:
-Tags associated
- Author of content
- Version #
- Featured Content Status
- Size of file
- Content Workspace
Content View

Content Preview Pane
Content View

Content Commentary –
Open dialog surrounding
the content or context
Content View

Version Control and
comments around what has
changed within each version
Content View

List of which users have
downloaded this particular
piece of content
Content View

List of which users are
subscribed to this piece of
content. Any changes to
the document and the end
user will receive an autoalert email of the change
Content View

Use Delivery feature to
send content to customers
from salesforce.com
Click on Deliver Content > Deliver this content
Delivery Page Options

Options:
-Name Content
- Delivery Method(s)
- Settings and Content Access Control
- Relate Content to SF Object
Delivery Page Options

Salesforce creates a private & secure
web site to send to a customer or
prospect for content delivery
Content Page Preview

URL can be shared via email or
turned into a custom short-link via
URL Shortner

Content is available to view through
a browser or can be downloaded to
the desktop in whichever form was
selected as an option
Content Packs – Selecting/Sending Multiple Documents
Drag and Drop Selected Pieces of Content to the Pack
Publish New Content Pack to Workspace
Review/Deliver Content Pack to Customer/Prospect

Content Pack preview allows
you to navigate through all
content in a single view
Content Analytics and Dashboards
Libraries

Simple.

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Salesforce Libraries Overview (May 2012)

Editor's Notes

  1. Make your reps more productive and effective by putting the right presentations and documents right at their fingertips. Hunting through mazes of folders and digging through e-mail to find your company’s best collateral and presentations are now distant memories. The best web 2.0 features like tagging, search, subscriptions and popularity rankings make finding content a snap. View and assemble presentations entirely in the cloud without ever having to download documents to your desktop. Send documents online to customer and prospects and track when your presentations are viewed.
  2. Make your reps more productive and effective by putting the right presentations and documents right at their fingertips. Hunting through mazes of folders and digging through e-mail to find your company’s best collateral and presentations are now distant memories. The best web 2.0 features like tagging, search, subscriptions and popularity rankings make finding content a snap. View and assemble presentations entirely in the cloud without ever having to download documents to your desktop. Send documents online to customer and prospects and track when your presentations are viewed.
  3. Make your reps more productive and effective by putting the right presentations and documents right at their fingertips. Hunting through mazes of folders and digging through e-mail to find your company’s best collateral and presentations are now distant memories. The best web 2.0 features like tagging, search, subscriptions and popularity rankings make finding content a snap. View and assemble presentations entirely in the cloud without ever having to download documents to your desktop. Send documents online to customer and prospects and track when your presentations are viewed.