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.
Looking for more True to the Core Deep Dive? In this post, we recap the highlights from our third session on Lightning Experience performance and Agentforce Vibes. This special monthly series builds on the trusted True to the Core format you know and love, offering you a closer, more focused look at specific Salesforce Platform […]
Out of the box, Agentforce provides Salesforce Admins with a plethora of AI models to work with from leading vendors like Anthropic, OpenAI, and Google. When using tools like Prompt Builder, admins can select these models specifically to see if different models achieve different results. While they typically produce fairly similar results, newer or larger […]
This blog is written by Jennifer Lee in collaboration with Jeremiah Peoples, Staff Developer Advocate at Slack. As Salesforce Admins, we’re all about creating incredible user experiences and driving efficiency for our business. But one of the biggest blockers we can help solve is that dreaded swivel chair. It’s a modern work challenge. You know […]
