Recommendations

Push Relevant Content to Employees, Right in Their CRM Apps


To maximize the value of your content, it’s best to deliver relevant materials to users proactively, right when they need them most. Salesforce Content integrates your unstructured data, like sales presentations and marketing collateral, with the structured database information that users enter in Salesforce CRM. So the best, most relevant materials are always right at users’ fingertips.

  • Relevant Content Suggestions
    Recommend materials to users based on the specific data in the Salesforce record in which they are working. Extend this feature to accounts, opportunities, leads, contacts, campaigns, cases, and custom objects.
  • Shared Content Related Lists
    Associate documents from a search results page in Salesforce Content with specific records in Salesforce CRM. Ensure that users continue to access the latest version of materials linked to a CRM record.
  • New Content-Record Links
    Associate new content with Salesforce objects by linking materials as you publish them to a specific record in Salesforce.