You are required to select a default language. This language will display initially.
Posted: Mon Dec 23, 2024 10:41 am
Before you delve into the CMS and start publishing content, here are the three main features to know about:
1. Workspace
CMS Workspaces are the first-touch point for all CMS activities, providing organisation and security for the CMS app.
To use the CMS app, we will need to create a Workspace. These can be organised easily by projects, regions, teams etc. depending on company preference.
Within a Workspace, content, and roles are unique and can only be accessed by users with access permitted by the admin assigned.
Screenshot of a workspace
Please note that Workspaces can not be deleted once created, however, name and description can be edited.
The CMS Workspace is important as it provides visibility into which users are creating what content and where it is being shared.
2. Channels
CMS channels can be linked to multiple Workspaces and function as an access point, where you will share and publish the content with other “contributors” associated with that channel.
The channels share the content from the Workspace with endpoints e.g. Lightning Experience apps and any third-party apps.
To create a channel, simply head to the tab ‘CMS Channel’ and select ‘Create Channel’. Alternatively, go to the Workspace you would like to connect to the channel and select ‘Add Channel’.
Screenshot of creating a channel in Salesforce CMS
When creating a channel, be mindful of the different Connection Type to choose from, this will determine who will be able to see the content.
3. Contributors
Salesforce CMS allows teams to collaborate easily through adding and accessing content. When users are added they become ‘contributors’, meaning they can create and manage access to content.
There are three different permissions to choose from:
Salesforce Admin - This is usually only given to one user and allows full access to Salesforce Setup, the Salesforce CMS app, and the Workspaces settings.
Content Admin - This role is given to the users that will be accessing the CMS the most as they will have full access to content in the CMS Workspace, ability to manage contributors, and organise content sharing. This role enables the user to add additional items such as contributors, channels, and language to the Workspace without aid from the Salesforce Admin.
Content Manager - Full access to the CMS Workspace and will overlook different tasks e.g. writing new material, which can then be published.
By knowing the permissions per role, you can accurately assign users before creating content in the CMS app.
4. Languages
As part of the Salesforce CMS implementation, you're able to choose egypt area code number from a variety of ‘Translation Languages’ which will display as the languages offered for localised content.
Using Salesforce CMS with Lightning
To be able to use Salesforce CMS with Account Engagement, you will need to link a CMS channel within ‘Marketing Setup’. The selected channel should include the content that you want to use within Account Engagement, such as images for building email templates.
Note: You can change the channel at any time, however, the content available in the drag-and-drop editor is only linked to one channel at a time. If we choose to change the channel images in sent or scheduled emails, previous sends will not be affected but future content will be linked to the new channel selected.
1. Workspace
CMS Workspaces are the first-touch point for all CMS activities, providing organisation and security for the CMS app.
To use the CMS app, we will need to create a Workspace. These can be organised easily by projects, regions, teams etc. depending on company preference.
Within a Workspace, content, and roles are unique and can only be accessed by users with access permitted by the admin assigned.
Screenshot of a workspace
Please note that Workspaces can not be deleted once created, however, name and description can be edited.
The CMS Workspace is important as it provides visibility into which users are creating what content and where it is being shared.
2. Channels
CMS channels can be linked to multiple Workspaces and function as an access point, where you will share and publish the content with other “contributors” associated with that channel.
The channels share the content from the Workspace with endpoints e.g. Lightning Experience apps and any third-party apps.
To create a channel, simply head to the tab ‘CMS Channel’ and select ‘Create Channel’. Alternatively, go to the Workspace you would like to connect to the channel and select ‘Add Channel’.
Screenshot of creating a channel in Salesforce CMS
When creating a channel, be mindful of the different Connection Type to choose from, this will determine who will be able to see the content.
3. Contributors
Salesforce CMS allows teams to collaborate easily through adding and accessing content. When users are added they become ‘contributors’, meaning they can create and manage access to content.
There are three different permissions to choose from:
Salesforce Admin - This is usually only given to one user and allows full access to Salesforce Setup, the Salesforce CMS app, and the Workspaces settings.
Content Admin - This role is given to the users that will be accessing the CMS the most as they will have full access to content in the CMS Workspace, ability to manage contributors, and organise content sharing. This role enables the user to add additional items such as contributors, channels, and language to the Workspace without aid from the Salesforce Admin.
Content Manager - Full access to the CMS Workspace and will overlook different tasks e.g. writing new material, which can then be published.
By knowing the permissions per role, you can accurately assign users before creating content in the CMS app.
4. Languages
As part of the Salesforce CMS implementation, you're able to choose egypt area code number from a variety of ‘Translation Languages’ which will display as the languages offered for localised content.
Using Salesforce CMS with Lightning
To be able to use Salesforce CMS with Account Engagement, you will need to link a CMS channel within ‘Marketing Setup’. The selected channel should include the content that you want to use within Account Engagement, such as images for building email templates.
Note: You can change the channel at any time, however, the content available in the drag-and-drop editor is only linked to one channel at a time. If we choose to change the channel images in sent or scheduled emails, previous sends will not be affected but future content will be linked to the new channel selected.