Salesforce Content Management - CMS


Continuing the Post about Community Workspace , Here we will see Content Management , I have discussed Moderations in Earlier Post, If you are willing to start from scratch visit link 

Content Management


 Content is what keeps your partners, Customers up-to-date, and allowsthem to make informed decisions.
Content is King for Sure, but the kingmaker is Content Management System (CMS).

 Salesforce CMS is a unified shared service for all of Salesforce, It means that you can create content and extend it to any channel built on Salesforce, such as a commerce site, a marketing email, a customer community, or a partner portal.

 In Community Worksapce → Content Management 

One can create content, define content access, define cotent Channels (Delivered to ), differentiate Content for different people belonging to different regions, languages etc.

Content Creation

Step 1. Click APP Launcher →  CMS Salesforce APP


Step 2. Create a CMS Workspace

Click on the "create a CMS Workspace"  button on the CMS Home Page.

  • Enter Name and Description.

  • Add Channels - To which Sites/Community or other Channel the workspace changes should reflect.


  • Add contributors - Users you want to allow have access to the workspace and can modify the workspace content.


  • And then add roles either Content ADMIN / Content Manager to this User Selected in thrid step.







        Content admin







   These contributors have access to all content in the CMS workspace and can manage contributors and           content sharing.
       Content manager
   These contributors have full access to all content in the CMS workspace.

Now you are ready with your workspace.



Here you have 4 Buttons on top right corner 
  • Edit -  to edit workspace details Name/description.
  • Channels -  to Add or remove any channels from your workspace.
  • Contributors - to review, add, modify roles or remove contibutors.
  • Languages -  to add or remove Languages supported by your workspace.
Also with all these you can see a brand variant button at the bottom center.
  • Create Content - opens up the new window where you can create your content.
  • To autoplay the video add autoplay =1&mute = 1 as query parameter and replace watch with embed in video url.
Now after seeting up the Content - You can click on PUBLISH button to make it available for all        the Connected Channels.

You can only unpublish or archieve the content ,it cannot be deleted once created.


Once you publish the content , The content created in CMS workspace to which your community is added as channel will be visible and ready to be used in your community.

By Default the Content type created is NEWS , To use a Custom Content Type , In case you want a different format and field type which are available default, you would need to add ManagedContentType XML  file with using metadata api, Tooling api or deploy using workbench.

Please Visit here to learn more about Content Type 

 https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_managedcontenttype.htm

https://developer.salesforce.com/docs/atlas.en-us.224.0.communities_dev.meta/communities_dev/cms_dev_customcontenttypes.htm


ADD CRM Content to Content Managment

Go to the Salesforce CRM tab in the left sidebar of the Content Managment

Click on the Add CRM Cnnection Button, a pop up will open up to choose from objects and make a connection.


Select the Object than Save.


To display CRM content to your users, add an approved connection to a collection. Create a collection in the Content Management workspace.

CMS Connect

CMS Connect allows a admin to add the data from an external sytem to the be ued in the community.
you can either choose to authenticate via named credential or authentication.

Go to CMS Connect tab , Click on New CMS Connect,if you are going for the first time


A pop window will open where you would need to specify the Name , Authentication mode you want to connect to you external System.


when you would save it , it will appea in CMA Connect tab.

Use this CMS Connect in your Builder using Out-fo-the-box Components (CMS Content (HTML) , CMS Connect(JSON)) or in Setting select CMS Connect there you can add header and footer defining the relative Url to your external Header or footer.

  



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