) Riva Insight Server: Version 2016. With over 100 new features, Prism 3. SiSense Announces Native Connectivity to Salesforce. Whether you use a dedicated user or your own account, the following options must be enabled in your user's profile: Administrative Permissions Section: Check API Enabled. Folderize allows users to add a folder/subfolder structure - of unlimited depth - to Salesforce Content and Libraries. One of the common problems administrators face while assigning rights to custom objects in Salesforce is that the custom object permissions for standard profiles are disabled. Is there a way to set permissions so that an uploader can only see and edit their own uploaded documents? Site owners should be able to see all documents. To navigate data import wizard go to Setup -> Administer -> Data Management -> Data import Wizard and click on Launch Wizard. Learn more about how to use Internet Explorer 11 in Windows 10. Login to your Salesforce Customer Account. 0 and later). The objective of this tutorial is to show you the steps you need to perform in Salesforce Sandbox and Azure AD to automatically provision and de-provision user accounts from Azure AD to Salesforce Sandbox. “Cirrus is a must have for any organization using Gmail. Tutorialkart. 54 or earlier: Ensure that the system requirements are met. New Features in Version 1. Standard Object Permissions Section: Check all the objects that you wish to create using your web form (e. For those that don't have built-in integration, like on-premises data sources, you can purchase licenses of MuleSoft, work with our integration partners, or use apps on AppExchange. Though you can do this using the Salesforce. Now it has come to your attention that some users have multiple roles within the organization. Two type of objects in Salesforce. Dashboard Pal. 0 and later for Salesforce CRM Content documents. Salesforce releases an enhanced feed publisher component in the latest release of the Napili template. Simply drag and drop the component from the Lightning Page Builder, then copy the Box shared link ID (the part of the shared link after "/s/"), and paste it in the property editor. 0 and later). After a Document Set content type has been added to a document library, you can use it to create new multi-document work products. com user interface, this recipe steps through the same process using the Web services API. This means that Salesforce no longer supports Connect for Outlook. com editions. com App Menu. Salesforce is a large and well-disciplined development company. This is actually a feature that was released by Salesforce in its spring'10 release for enhancing the security of custom objects. Salesforce for Outlook v3. You do not need a separate account. This is an example for copying SharePoint list items while bringing over all their metadata, including version history, attachments, permissions, authors and timestamps between one SharePoint lists to another. The user permissions include “Manage Salesforce CRM Content, “Create Libraries,” “Manage Content Permissions,” “Manage Content Properties”, “Manage Content Types”, and “Deliver Uploaded Files and Personal Content. Library Administrator To add or view Library Permissions, follow the below steps 1. adding value to CRM applications is a top priority for many Salesforce users. If you want Salesforce Content to be a highly effective sales tool for your staff, you have to organize your content so that people can easily find it. Android Q Support - This release of the SDK adds support for the new ACCESS_BACKGROUND_LOCATION permission. Salesforce Identity Unlimited Custom Applications Workflow and Approval Automation AppExchange App Integration ** Email Templates Record Types (Per Object) Roles and Permissions Data Storage Per User File Storage Per User 1 5 2 1 1 3 Transform field service operations. You can assign permission sets to various types of users, regardless of their profiles. For any supported WordPress content types (e. Reference: File Size Limits in Salesforce; Setting up Content Deliveries; Sharing Files via Link. In addition, make sure Java content in the browser is enabled through the Java Control Panel. This critical update ensures that if a user has the API Only User permission, they can access Salesforce only via APIs, regardless of their other permissions. Explore the Box APIs and SDKs to use for app development, API documentation, developer support resources, and access the Box Developer Console. Heck, they can’t even compete against free Bitrix24, because they are too basic. Salesforce Error: INVALID_LOGIN: Invalid username, password, security token, user not active, or user locked out Download the PDF of this article. The latest version of Safari, Chrome, Firefox or Internet Explorer is required to use this site. ’s profile on LinkedIn, the world's largest professional community. Simply drag and drop the component from the Lightning Page Builder, then copy the Box shared link ID (the part of the shared link after "/s/"), and paste it in the property editor. Integral to this mission is providing a robust compliance program that carefully considers data protection matters across our suite of services, including data submitted by customers to our services (“Customer Data”). As you make the move to Lightning Experience, your users might be asking why Lightning Experience lets you add only one kind of file while Salesforce Classic has several different kinds—Documents, Content, Attachments, and Files. documentation. Folders and files in libraries are available from Salesforce Files in Lightning Experience. Note from Jane: This post was originally published several years ago, but has been updated and expanded. It also allows Pardot emails sent to prospects to sync as Salesforce activities. Salesforce also boasts a number of ways to streamline communication, such as website data and email templates. Moreover, it perfectly integrates with your customized Salesforce fields to make daily lead/contact management so much easier and more efficient on mobile. Sitecore Connect for Salesforce CRM 2. Permission set groups were introduced as a pilot feature in the Salesforce Spring ‘19 release. Start Download. View Shashank Raj H. One of the common problems administrators face while assigning rights to custom objects in Salesforce is that the custom object permissions for standard profiles are disabled. Tutorial Kart - Best Online Tutorials. Delete Versions of Content. SAP NetWeaver Process Integration (SAP PI) is SAP's enterprise application integration (EAI) software, a component of the NetWeaver product group used to facilitate the exchange of information among a company's internal software and systems and those of external parties. New Features in Version 1. After a Document Set content type has been added to a document library, you can use it to create new multi-document work products. Stealing the American Dream, Illegal Mexican. Maintain visibility and control. To upload new version for Content Delivery file, go to Content Detail Page in Chatter File. com App Menu. Brands have long been able to search for company mentions on social media, but they’ve lacked the ability to search for pictures of their logos or products in an easy way. With over 100 new features, Prism 3. Step 1: Download the latest version of the ‘Signature Pad’ JS library and upload it as a static resource in your Salesforce org (Setup->Build->Develop->Static Resources). To ensure you have the latest version of the Salesforce CLI, open a command prompt, type sfdx update, and press Enter. In this Article. Click Log in to Salesforce. Built with small and medium sized businesses in mind, the Service Cloud Mobile app allows you to create, update, reassign, and manage cases with just a few of taps. io, before actually deleting the data you must first create a delete task. And give access to unauthenticated community users while knowing that Salesforce is keeping your data safe. Advanced folder permissions is a feature of QNAP NAS provided for you to configure the access control of users and user groups to the folders and subfolders. The objective of this tutorial is to show you the steps you need to perform in Salesforce Sandbox and Azure AD to automatically provision and de-provision user accounts from Azure AD to Salesforce Sandbox. Change sets available in Enterprise, performance, unlimited and Database. Core capabilities include: merchandising and marketing, SEO, search and navigation, content management, product and catalog management, localization, AI-driven capabilities, and endless aisle. Contact Support. Versioning and Version Tags. SSO for Heroku. How can I assign library permissions to a user? I can create Library permissions under "Content Permissions" in Set up. Learn more about roles and permissions in our documentation. , Lead, CampaignMember, etc. Inside, explore the catalyst for personalization, 3 things personalized content delivery depends on, and how these 3 featured vendors stack up in 8 categories. INSTALLATION AND SYNCHRONIZATION WITH SALESFORCE Installation Guide Version 1. Download Mozilla Firefox, a free Web browser. Oracle sees a world where marketers use data to create irresistible connected experiences. Verify that the Salesforce CRM Content users have the Salesforce CRM Content user permissions enabled. For instructions on how to create a security token, see Reset your security token. SiSense, a provider of Big Data Analytics Software, recently announced Prism 3. com, enter a username, email, and password, and click Sign up for GitHub. Link a Salesforce Content library to a Chatter profile Edit a member's library permissions D) Add tags when editing content details. They help us better understand how our websites are used, so we can tailor content for you. We use cookies to make your interactions with our website more meaningful. You can also add Egnyte for Salesforce to custom object record pages. Once all approvals are complete, the data captured from the NDA flows seamlessly back into Salesforce. Upload the binary version of the files and publish them into a Salesforce CRM Content public library and apply tags. They can also view Salesforce CRM Content reports. Before you deploy flow metadata using API version 44. If you are using Enterprise and Unlimited edition (included Developer edition). Now it has come to your attention that some users have multiple roles within the organization. Now that you have a content URI for the file you want to share with another app, you need to allow the client app to access the file. San Francisco, CA. All Salesforce CRM Content organizations include three library permissions by default: Viewer, Author, and Administrator. To ensure you have the latest version of the Salesforce CLI, open a command prompt, type sfdx update, and press Enter. It supports pushing Drupal data to Salesforce as well as pulling, or importing, Salesforce data into Drupal. Select the Create New Lead item in the sidebar, fill in the record, and then click Save. We use cookies to make your interactions with our website more meaningful. You can share and interact with them as with other files. A profile controls "Object permissions, Field permissions, User permissions, Tab settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types, Login hours & Login IP ranges. Use the ContentVersion object to create, query, retrieve, search, edit, and update a specific version of a Salesforce CRM Content document or Chatter file. What is Permission Set Metadata? A permission set is a collection of settings and permissions that give users access to various tools and functions. Both Content Delivery and Chatter File allow you for upload new version. Adding content to a library — also known as contributing content — is simple. After uploading a Sharepoint file via Salesforce Files Connect, i see a record gets created in Content Version object I want to know one of the field in Content Version (ExternalDocumentInfo2) , how. Inside, explore the catalyst for personalization, 3 things personalized content delivery depends on, and how these 3 featured vendors stack up in 8 categories. Shashank Raj has 5 jobs listed on their profile. The primary reason is that with many procedures in Salesforce we have discussed in previous tutorials, various versions of Salesforce do not support certain things, or may affect the way in which steps are conducted. Salesforce for Outlook v3. Eventbrite - Zillion Venture presents Salesforce Admin 201 Online Training in Fort Saint James, BC - Tuesday, November 26, 2019 | Friday, November 29, 2019 at Regus Business Hotel, Fort Saint James, BC, BC. The connector wizard will open. The MindTouch Success Center is your resource for building an exceptional customer self-service portal that boosts SEO, accelerates sales and increases product adoption. You've just ensured that Noah Larkin has the appropriate permissions for his role. Tutorial: Configure Salesforce Sandbox for automatic user provisioning. Previous Page. Writing security-conscious IAM Policies by hand can be very tedious and inefficient. Salesforce has a limit of five authentication tokens per application so make sure you've five or less Salesforce data sets imported. Preview the content. John has 10 jobs listed on their profile. Riva Insight Client: Riva Insight Windows Add-in, version 1. It’s easy to start and easy to grow when you choose what Forrester Research* says is "the strongest brand and market share leader: [DocuSign] is becoming a verb. 0 and AltBeacon Library version 2. View Gina Rusan’s profile on LinkedIn, the world's largest professional community. Simply drag and drop the component from the Lightning Page Builder, then copy the Box shared link ID (the part of the shared link after "/s/"), and paste it in the property editor. The "RELEASE" version of our documentation can be found in the Version 82 Documentation space. Learn how to manage documents and content in Salesforce Libraries. API Only Users Can Access Only Salesforce APIs was a critical update in Spring '19 and is enforced in Winter '20. Capturing new buyers is important. By using libraries, you can sort files into logical groupings. From the available list of permissions, click 'Edit' on the permsission and remove 'Add Content' and 'Manage Library' permissions. You can assign permission sets to various types of users, regardless of their profiles. Because it’s mobile, Salesforce Einstein Analytics (formerly Wave Analytics) goes places analytics platforms have never gone before. 0 apk file for 6. Though you can do this using the Salesforce. If you are using Enterprise and Unlimited edition (included Developer edition). Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. Complements regular content blockers. See the below screen for reference. By using libraries, you can sort files into logical groupings. This is a free app listed in Business category of apps. However, this tier doesn’t offer a way to configure contracts, quotes, and orders, as Salesforce does. The University of Texas System teams up with Salesforce to turn its learning platform into a learning relationship management system. To enable the above Permission Sets to view and access the OneSpan Sign option in the Salesforce. When you copy data into Salesforce Service Cloud, the default Azure Integration Runtime can't be used to execute copy. At the time of this project in 2015, Salesforce had not yet provided an official conversion tool from. Take better control of who can publish and edit a community with Access Control in Workspaces. x users were forced to define the set of include/exclude rules based on the ID of textarea or the path to the page. This content provider is available in Gmail version 2. By embedding Twitter content in your website or app, These free @salesforce_labs apps work great with Profile and Permission Set Helper 2. Sharing is caring. content that remains stored in external ECM or EFSS systems). This course is designed with the new Salesforce administrator in mind. The instructions say "In the cloned profiles, add the “View Content in Portals” user permission. The NDA documents are automatically prepopulated with data pulled directly from Salesforce, such as the sender’s name, title and address. Get the app >> 2. Universal Containers. Salesforce Customer Secure Login Page. Contact Support. Though the bulk of its revenue comes from its customer-relationship management (CRM) service, Salesforce also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics and. You are now ready to configure the connection to Salesforce in the Layer2 Cloud Connector. com login credentials. According to Mozilla, Firefox has about 250 million active users , making it a major. Salesforce Error: INVALID_LOGIN: Invalid username, password, security token, user not active, or user locked out Download the PDF of this article. org “Voice of the Customer” Survey, a random survey of 1710 customers from the nonprofit and education sectors, conducted by the Salesforce Customer Insights team Our Impact. Link a Salesforce Content library to a Chatter profile Edit a member's library permissions D) Add tags when editing content details. Plan and create compelling content campaigns from Publish. com failed with the following message - com. From the available list of permissions, click 'Edit' on the permsission and remove 'Add Content' and 'Manage Library' permissions. Note from Jane: This post was originally published several years ago, but has been updated and expanded. Align your sales, services, and finance teams around a single customer record. The LG G7 One is the first in LG’s lineup running Android Go, a stripped-down version of Android designed to run on entry-level phones, and it’s pretty powerful for an entry-level handset. Extended ECM for Salesforce connects Salesforce cloud services to the Extended ECM Platform and surfaces enterprise content management capabilities and content inside the Salesforce user interface. The "RELEASE" version of our documentation can be found in the Version 82 Documentation space. They help us better understand how our websites are used, so we can tailor content for you. Note: This may take some time if your Salesforce instance has a lot of objects. Storage Implications. And the new navigation bar makes it easier than ever to get to the apps you use most. com or its affiliates, or any developer of applications that interface with the salesforce. Every organization wants to increase agility and productivity by extracting maximum value from its processes and content. Without this SFDC will deny access (and with that outbound federation) every time. A Salesforce Connection generally consists of a Salesforce Username, Password and Security Token. It also allows Pardot emails sent to prospects to sync as Salesforce activities. SiSense, a provider of Big Data Analytics Software, recently announced Prism 3. Do not seek permission for content published in 1922 or earlier as this will always be in the public domain (in the United States at least – see also point 28). The purpose of this article is to explain what permissions you need to grant for Provar to access your Salesforce org(s), why you need to grant them, and how you can manage this in a flexible manner using a Permission Set so that you can maintain this from a single point within your Salesforce setup. *Enterprise Users have a default limit of 30MB but can request that this limit be decreased or. Login to your Salesforce Customer Account. Use SQL to select and modify objects in Salesforce. If you recently installed Java, you may need to restart your browser (close all browser windows and re-open), in order for the browser to recognize the installation. This course is entirely online and is completed at your own pace. Do not seek permission for content published in 1922 or earlier as this will always be in the public domain (in the United States at least – see also point 28). Create permission sets to grant access among logical groupings of users, regardless of their primary job function. Now available, our revolutionary Software as a Service CRM product, Suite:OnDemand , means the end of per-user charging and the end of charging for premium. A valid authentication token is required for refresh. Standard Object Permissions Section: Check all the objects that you wish to create using your web form (e. Find an answer to your question about UpToDate by using the search box above or clicking on one of the topic boxes below. Go to Setup --> Customize --> Salesforce Files --> Content Permissions. But Lightning Experience is where you want to be for driving business growth and improving productivity. For Salesforce admins, Documill Dynamo makes deployment of automation unbelievably easy. Tableau Dashboard Starters for Salesforce: 18 Lessons Learned Looking at Salesforce data in Tableau can be tricky. Start studying ADM 201 Salesforce Difficult Exam Practice Questions. For instance, I have "Create" permission attributed to the Account object and I have able to create new accounts, however I cannot create a new note. If you are going for an on-premise SharePoint version like SharePoint 2010 or 2013, you would have to select “Files Connect On-Premises”. This Salesforce Certification Course and Instructor were recently featured in InfoWorld! The Complete Salesforce Administrator Certification Course is for anyone interested in passing the Administrator Certification exam. Verify that the Salesforce CRM Content users have the Salesforce CRM Content user permissions enabled. Configure your Salesforce account to collect data. Classic Salesforce Content. Copying data from and to Salesforce production, sandbox, and custom domain. Inside, explore the catalyst for personalization, 3 things personalized content delivery depends on, and how these 3 featured vendors stack up in 8 categories. Buy Now Rs 649. Update Salesforce from your mobile email inbox for iOS and Android: Blast email campaigns to up to 500 recipients from Salesforce reports* Get detailed productivity and sales analytics inside Salesforce with Cirrus Insight Analytics: Add notes and update custom Salesforce fields from Google Calendar* Sync document views/opens data to Salesforce. In addition, make sure Java content in the browser is enabled through the Java Control Panel. Individual assignment An IT admin with directory Global Administrator permissions can select individual user accounts and grant them access to the application. ContentDocumentLink - Represents the link between a Salesforce CRM Content document or Salesforce file and where it's shared. If assigned any of these permission, member will be able to download the content document. Salesforce Tutorial in PDF. To upload new version for Content Delivery file, go to Content Detail Page in Chatter File. Create, organize, and publish content in Salesforce with Salesforce CMS, now generally available. com On average, analysts expect $0. Salesforce Service Account In order to collect the data from Salesforce, Splunk App for Salesforce requires a Salesforce user to be created with the following permission: API Enabled; Read access to the following Salesforce objects: Event Log File, Report, Dashboard, User, Opportunity, Account and loginHistory. Activity Management, AppExchange, Content and folder management Learning Objectives - In this module, you will be able to identify use cases for AppExchange applications, Describe the capabilities of Salesforce Content, describe how folders can be used to organize and secure communication templates, dashboards, reports, and documents and. Setting it up is simple, while document templates are a breeze to create and keep on brand with our easy-to-use, yet powerful online editor. Manage OAuth apps. [But] I had this idea that there was a version of the Arnold Terminator, the T-800, that was this Flying Dutchman character. SiSense, a provider of Big Data Analytics Software, recently announced Prism 3. To delete data all you need is a CSV file which contains the IDs of the objects you want to delete in one of the columns. When you copy data into Salesforce Service Cloud, the default Azure Integration Runtime can't be used to execute copy. Powered by Community Cloud. Or easily import folder structures and files from SharePoint or a local file server. Click Save. We added content about features in the Outlook and Gmail integrations and added omitted documentation about supported languages. 9/1/2019; 6 minutes to read +1; In this article. This meets Ursa Major Solar's needs nicely, as they want to center conversations and knowledge articles around common. Idle Worship, Environmentalism, Religion, Stanley Cup, Don Cherry, Hockey. The Connector uses Salesforce files. See the Security Dialogs FAQ to review the common security messages. Permission granted to the Power BI app during sign in. Salesforce takes abuse. To enable the above Permission Sets to view and access the OneSpan Sign option in the Salesforce. It continues to innovate in all product areas, from core platform to applications, and the one. Learn different programming languages, CRM Softwares, Databases, ERP and many more from our library. For ISV’s AppExchange ®️ app is an easy way to tap into Salesforce using customer base and provide a way to integrate your solution with Salesforce ®️. Search for groups to join from the left navigation menu See key group details in search results, including number of members and group owner Enjoy enhanced detail pages for people and groups Access your Chatter Streams from the left navigation menu for the most curated content in your network. Delete Versions of Content. What is Permission Set Metadata? A permission set is a collection of settings and permissions that give users access to various tools and functions. It has an intuitive drag-and-drop builder and allows users to create and deploy record-based business applications with ease. Reference: File Size Limits in Salesforce; Setting up Content Deliveries; Sharing Files via Link. The Profile of a User does not control their Library Permissions, Content. Content Permissions Search for Content Permissions under setup menu (until Spring '19 release - this only available in Classic, so you need to switch back to Classic). There are many ways to organize content. As its name suggests, NPSP is built specifically for nonprofits. Postman’s versioning feature allows you to easily create and maintain multiple versions of an API and tag and maintain multiple versions of the API elements (variables, tests, mock servers, documentation, and monitors) associated with an API version. Login to your Salesforce Customer Account. 2 Introduction Occasionally, a question or comment in customer community forum cannot be resolved right away by a community manager and must be escalated to another employee via a CRM system. Chatter Files-Files can be attached to posts in. " but this is not an option in my portal. Users must have the "Salesforce CRM Content User" checkbox enabled on their user record in order to access the Content tab. Users still have access to Salesforce Classic after Lightning Experience is turned on. Limit Sales Insight Access in Salesforce. Verify that the Salesforce CRM Content users have the Salesforce CRM Content user permissions enabled. From Catholic to Orthodox, From (Nominal) Christian to Islam - U. Standard Objects: The objects provided by salesforce. Salesforce Developer Network: Salesforce1 Developer Resources. We added content about features in the Outlook and Gmail integrations and added omitted documentation about supported languages. To delete file uploaded via Content Delivery, go to Content Detail Page in Chatter File. Thanks for contributing an answer to Salesforce Stack Exchange! Please be sure to answer the question. Preview the content. Swagger Tools. Salesforce is a customer relationship management solution that brings companies and customers together. Salesforce CRM Content. Protects you against tracking through "free", centralized, content delivery. OneSpan Sign User. Ask your administrator for the appropriate permissions for this feature and try. Universal Containers. Are there any limits around this feature? When you describe sObjects and their fields from within an Apex class, custom fields of new field types are returned regardless of the API version that the class is saved in. Review key capabilities of the orgs you, as an AppExchange Partner (ISV) or Consulting (SI) partner, use for development, testing, and customer demos below. x things are now much more. com editions. The Egnyte for Salesforce integration makes it easy to store, access and share your business files from within the Salesforce web interface. If you've ever had trouble getting a field or field value to sync between Salesforce and Marketo, the most common problem is that the Salesforce sync user doesn't have permissions to access that field. Service URL. This beta release includes a new user interface for creating and managing permission set groups. Know more. com products. If you search for content in the Alfresco Repository tab, all results that you have permission to see are returned from the Alfresco repository. Forcetalks is a complete Salesforce community and discussion forum for SFDC geeks. You can add the Egnyte for Salesforce App to Account, Case, Contact, Lead, and Opportunity Page Layouts. General Data Protection Regulation (GDPR) On May 25, 2018, a new privacy law called the General Data Protection Regulation (GDPR) takes effect in the European Union (EU). Their integration with Salesforce is described here: Box for Salesforce: Overview and. Salesforce is committed to achieving and maintaining the trust of our customers. In some instances, SAGE may make its content freely viewable; however, such material may require permission for reuse. Once the user has selected an account and attached a file to the form we will create a new document version object and associate it with the selected account. 43 to a high of $153. It gives you incredibly fine-grained control over data access through it’s flexibility but requires quite a deep understanding to do it properly. Select the Create New Lead item in the sidebar, fill in the record, and then click Save. post, page, user, or any custom content type in your installation), you can assign Salesforce objects that will be created / updated / deleted when the data in WordPress is saved, and the WordPress objects can be created / updated / deleted when. This object is available in versions 17. SiSense Announces Native Connectivity to Salesforce. com or its affiliates, any customer or partner of salesforce. , users, nodes, files) with Salesforce objects (E. The NDA documents are automatically prepopulated with data pulled directly from Salesforce, such as the sender’s name, title and address. Connect to Salesforce. 08/24/2018; 2 minutes to read; In this article. Deleting data from Salesforce. Streamline, simplify, and automate your financial operations on the Salesforce. arrow_forward. Standard Object Permissions Section: Check all the objects that you wish to create using your web form (e. Ask Question Browse other questions tagged permissions salesforce apex-code apex or ask your own question. Enable Content Pack Creation Permission in Salesforce Content If this option is checked, the Create New | Content Pack option displays on the Libraries tab and users can create content packs from any documents or files in their Salesforce CRM Content private or public libraries. Use SQL to select and modify objects in Salesforce. More than 150,000 companies use Salesforce CRM to grow their businesses by strengthening customer relationships. John has 10 jobs listed on their profile. Provide details and share your research! But avoid … Asking for help, clarification, or responding to other answers. because of permissions, and have over 2000 clients. And you can create multiple tiers to the hierarchy if your customer is organized that way. Google is one of the world’s most valuable brands, so thank you for helping us protect it. Choose the Right Version. For some reason, the checkbox "Salesforce CRM Content User" cannot be checked for the portal users (the checkbox is there but inactive), and there are no options to Content in the Portal Profile setup. The primary reason is that with many procedures in Salesforce we have discussed in previous tutorials, various versions of Salesforce do not support certain things, or may affect the way in which steps are conducted. Embed real-time productivity inside the #1 CRM, so sales and service teams can easily create, discuss, and execute on Account Plans, Opportunity Notes, Live Deal Feeds, and much more. The Salesforce mobile app now includes all your favorite Lightning Apps. Use your Identity Provider of choice, like Salesforce Identity, Okta, PingOne, Microsoft Active Directory, or PingFederate to manage developer access and authorization. To set the Content Permissions go to Setup|Customize|Salesforce CRM Content|Content Permissions. Guard your Office 365 Data with NetApp SaaS Backup for Office 365.