Do you like to use content deliveries to send files? We don’t blame you. Content deliveries make it easy to send files, and even easier for recipients to view them. But are you bummed that they’re not available in Lightning Experience? We have a secret for you: You can use Lightning Email to do the same thing.
Content deliveries let you share the same file multiple times without attaching it separately to each email. Recipients get a lightweight email with a link to each file, which they can download if they want to. Plus, you can track file views, providing useful data about who viewed what and when.
Let’s say you’re working on an opportunity, lead, or other record in Lightning Experience and you want to deliver content related to that record. Not a bunch of heavy file attachments, but super-smart, lightweight content delivery links. No problem. Just do this:
1. Go to the Email tab for a lead, opportunity, or other record that you’re working on.
2. Click the paperclip to grab the files you want to send. If the total size of all the files you attach is more than 3 MB, all of the attached files are sent as content deliveries.
3. Hit Send, baby! That’s all.
If your org has Lightning Experience enabled, you just need a few things enabled to get content deliveries working. Here’s a checklist.
To attach files from content libraries, users need to be members of the library that the files are in. They also need a level of access that has Deliver Content enabled in the library permission definition.
Admins are managing more requests than ever, and let’s be honest, it’s getting harder to keep pace. Turning business ideas into production-ready apps and agents takes time. You’re constantly stitching together features, navigating complex data models, and toggling between Setup and different builders. At the end of the day, it means that you can’t keep […]
AIforce expands possibilities for admins Salesforce Admins are adaptable. Over the years, we’ve transitioned through many technology shifts. Look at automation– we went from workflow rules to Process Builder to becoming full-fledged-flowantics. When AI entered our scope, we quickly got up to speed on Prompt Builder and Agentforce, bringing AI into the flow of work, […]
It’s a frequent debate I’ve heard across the entire Trailblazer Community: “I’ve spent years in the trenches managing orgs, troubleshooting flows, and delivering business results. So, why should I drop $200+ and study just to prove what I already do every day?” I used to ask myself that exact same question. Early in my career, […]
