Create, Organize, and Publish Content

Learning Objectives

After completing this unit, you'll be able to:

  • List the types of content you can create in Salesforce CMS.
  • Add CRM connections.
  • Organize content using collections and topics.

Create Content in the CMS App

Tucker Home Goods content experts, Sheng and Elle, are ready to create some content in the Salesforce CMS app. And honestly, it’s as easy as jumping into the Content tab of the CMS workspace that Chris has added them to, and clicking Add Content. The default content type is News, which works well for their latest Industrial Lighting blog post.

Adding new content with the news content type

But they want to publish a lot more content, so they ask Robert, the developer on staff at Tucker Home Goods, to create a slew of custom content types to meet their needs. Robert uses the Managed Content Type API to add banners, product information, and FAQs to start with, and promises to add more as Sheng and Elle think of new content types. He can also use an AppExchange package created by Salesforce Labs (CMS Content Type Manager) to create custom content types. 

The content creation window is also where you can publish and unpublish content. Once you publish the content, it’s ready for sharing with the outside world via the publishing channel you’ve chosen.

Connect Your CRM Data

As Sheng and Elle start brainstorming about the content they want to put in the CMS, they can’t help thinking that they have a treasure trove of information sitting in Salesforce records in their org. Say, for example, that Tucker Home Goods could share a carefully selected subset of fields from product records. Tucker Home Goods already makes its suppliers fill out a specifications field, so it would make sense to expose that field to buyers.

They ask their admin, Chris, to see if adding CRM data is, indeed, possible. And guess what? Of course it is. (This would’ve been a pretty bad setup otherwise.) But they need Chris’s help to do it.

After talking to Sheng and Elle, Chris figures out that she needs to do a few things.
  • Create a global list view with only the Specifications field.
  • Go to the site's workspace and add a CRM connection in Content Management.
  • Test out access to the CRM connection on the Tucker Home Goods site.

Chris gets all this done in record time, and can put the ball back in Sheng and Elle’s court so they can start organizing the content.

Organize Content with Collections and Topics

Once Tucker Home Goods has a good bit of content, our content experts Sheng and Elle can work with the admin to create collections. Collections are just that: collections of content organized around a theme, audience, or whatever organizational scheme you come up with.

Topics are another organizational tool in your toolbox—a hashtag that gives order to the chaos. When you tag your content with topics, you can use the topics as a criteria for your collections. Collections can include a bunch of topics. Topics are just one way to create dynamic, criteria-based collections. You can base your collections on any criteria you choose: topics, a publish date, or a title. It’s up to you!

Collections are created in the publishing channel’s workspace, which means the Salesforce admin has to help the content owners with organization.

Sheng looks at the content that they have, and comes up with a few categories.
  • Industrial Lighting
  • Home Lighting
  • Home Furnishings
  • Warehouse Furniture
  • Kids Furnishings

He asks Chris to create a topic for each of the categories, and tags the content with the appropriate one.

Chris then creates dynamic, criteria-based collections based on Sheng’s categories. In the setup process, she adds Topics as a criteria that must be met, and for each collection she adds the correct topics (#industriallighting, #homelighting, #kidsfurnishings, and so on). She knows that when topics are added to content, they dynamically show up in the collection.

Chris also adds a manual collection titled Miscellaneous, and manually adds all the content that doesn’t fit elsewhere.

Now, here’s the thing: Content creation doesn’t necessarily always happen in a linear fashion. You don’t always have content to tag and put in a collection, so you can create a collection before you create content. As long as you set up a dynamic collection and add the right conditions (such as topic, publishing date, or title), the collection automatically populates when you start adding content.

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