Customize Salesforce CRM Content (legacy)
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:
- Content Fields—Create, edit, or delete custom content fields. Custom fields allow users to categorize and define content during the publishing process.
- Validation Rules—Create, edit, or delete validation rules. Validation rules verify that the data a user enters when publishing content meets the standards you specify before the user can save the content.
- Library Permissions—Create, edit, or delete library permissions. A library permission determines user privileges within a library.
- Settings—Modify Salesforce CRM Content default settings for multi-language support, PDF downloads, content pack creation, or the enhanced document viewer.
To perform the initial setup of Salesforce CRM Content for your organization, see Set Up Salesforce CRM Content.