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.
If you’ve already enabled the In-Person Meeting Assistant, you’ve solved the problem of capturing live meeting transcripts. But what happens when the meeting ends without one? Maybe the customer didn’t consent to live recording. Maybe the rep forgot to start it. Maybe it was an impromptu conversation in the lobby that turned into a real […]
Security Is Your Superpower — Let’s Make It Easier! As admins we’ve all been there: navigating dozens of Setup pages, juggling permissions, auditing connected apps, and reviewing IP ranges to keep our orgs locked down. Security isn’t just a checkbox for us; it’s a core responsibility we carry Every. Single. Day. With the evolution of […]
As a Salesforce Admin, you’re not just responsible for configuring Salesforce; you’re constantly looking for ways to help your teams work more efficiently. Whether it’s reducing clicks, streamlining processes, improving user adoption, or helping teams collaborate, your goal is to make work easier. Connecting Salesforce and Slack is a great first step toward bringing CRM […]
