AdvoLogix Matter Management

Customize Salesforce CRM Content (legacy)

Updated May 13, 2021

Modify content fields, validation rules, library permissions, and other default settings.

Salesforce CRM Content is only available in Salesforce Classic, but files from content libraries are available in Lightning Experience if Salesforce CRM Content is enabled for your org.

From Setup, enter Salesforce CRM Content in the Quick Find box, and select Salesforce CRM Content to access the following options for customizing Salesforce CRM Content:

To perform the initial setup of Salesforce CRM Content for your organization, see Set Up Salesforce CRM Content.

Previous Article Setup Salesforce CRM Content (legacy)
Next Article Content Delivery (legacy)
Still need help? Contact Us