I am new to SFDC and I have been tasked with finding out the best way to store content/create a library on SFDC lightning.
We currently use the Content object which allows you to create folders (libraries) for different subjects & tag documents. There is also the files object which allows users to search for files saved on SFDC. I have been told there is also a Knowledge object for content management/storage however our org does not have this.
I want to know if there is a way that the within the content library when doing a search, can the search results also include a column (using display options) to show the library (folder) where the doc is stored?
Any other advice about the best way to manage and store documents on Lightning would be greatly appreciated.
Thanks
Olivia
3 Antworten
Hello Olivia,
Salesforce Knowledge is available for an additional cost in: Professional, Enterprise, Performance, and Developer Editions.
See below help article.
https://help.salesforce.com/articleView?id=knowledge_lightning_enable.htm&type=5
Also, you can use third party app.
https://appexchange.salesforce.com/appxSearchKeywordResults?keywords=document%20management
