Collateral Management

Your One-Stop Shop for Collateral Document Control

Automate and effectively manage document control processes with Salesforce's document library. Provide 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 document control storage 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 control over the most up-to-date materials—including marketing collateral, product brochures, presentations, and more—from a document control storage repository that is 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

Search and easily retrieve documents from Salesforce’s secure and centralized document control repository. Provide crucial business intelligence with a keyword search to help users find exactly what they're looking for. Users 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

Make document control more streamlined by organizing your key documents in custom folders and creating security rules for accessing sensitive documents and folders. Store presentation documents, images, collateral, and other materials based on department, role, type, or other criteria.