Document Management

Create a One-Stop Shop for Collateral and Documents

Salesforce's document library provides instant access to the most recent versions of the documents and materials your partners need to support their sales and marketing efforts. Salesforce acts as your partners’ on-demand resource for critical sales materials by providing a common document repository to enable consistent and effective communications from anywhere in the world.

Central Repository

Give partners 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. Your partners 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 partners find exactly what they're looking for. Sales 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.