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.
Releases happen three times a year, every year, whether you’re ready for them or not. If you handle releases well, you aren’t working harder each release; you’ve just made release readiness a habit, a muscle you don’t have to think about anymore. A Salesforce Release is how Salesforce delivers new features and functionality to customers. […]
Yes, it is release time again. It happens three times a year, like clockwork. While it seems a bit far away at the moment, Winter ’27 will be here sooner than you think. It’s important as an Admin to be release ready. One of those steps is to read the release notes. I know, I […]
If you’re one of the thousands of Awesome Admins who engage with Flow every day, you know that building automation is often just the first step. The real work, and sometimes the real frustration, begins when you need to verify that your logic holds up against real-world data and complex business rules. We’re excited to […]
