Collateral Management

Create a One-Stop Shop for Collateral

Salesforce's document library provides instant access to the most recent versions of the sales and marketing documents and materials your teams need—all in one place. Salesforce acts as your on-demand resource for critical business materials by providing a common document repository to enable consistent and effective communications from anywhere in the world.

Central Repository

Give users access to all the most up-to-date materials—including marketing collateral, product brochures, presentations, and more—in a repository that available anytime, anywhere and is always up to date. Sales reps can respond quickly and easily to requests for information, whether they are in the office, on the road, or at an airport kiosk.

Search

Provide a keyword search to help users find exactly what they're looking for. Reps can easily view a document or send it as an attachment directly from the search results page.


Attachments

Enable sales reps to easily attach documents from the library to messages they send from Salesforce, ensuring that prospects receive the latest versions of your materials.

Folders and Access Permissions

Organize your key documents in custom folders and create security rules for accessing sensitive documents and folders. Store presentation documents, images, collateral, and other materials based on department, role, type, or other criteria.