After creating a content delivery, always preview it before sending the URL to your recipients to ensure that the formatting in the original file displays properly in the online version. For example, colors and non-standard fonts may not display properly in the preview player. If you are not happy with the quality of the online version, click Previous and choose to make your content available in its original file format or as a PDF file only. Your recipients will be able to download the file, and you can track whether the file was downloaded on the delivery detail page.
Animation and timings in PowerPoint files are not supported in the content delivery's online version. Hyperlinks in all file types are also unsupported. See the implementation tips for a complete list of supported file types.
If you are a Salesforce CRM Content user and want recipients of your content delivery to always see the latest version of a file rather than the version available on the delivery-creation date, open the delivery detail page and click Edit. Select the Content Delivery Opens Latest Version checkbox.
If you select Notify Me of First View or Download, you will receive an email when the content delivery is viewed for the first time.
Enabling Salesforce CRM Content in Portals - Salesforce CRM Content is available in the Customer Portal and partner portal. Two levels of access to Salesforce CRM Content can be granted to portal users:
Portal users without a Salesforce CRM Content feature license can download, rate, comment on, and subscribe to content if they have the “View Content on Portals” user permission. They cannot view potentially sensitive data such as usernames and download, version, and subscriber history. The content delivery feature is not available to portal users.
Portal users with a Salesforce CRM Content feature license can access all Salesforce CRM Content features granted by their library permission(s), including contributing content, moving and sharing content among libraries, and deleting content. They can also view Salesforce CRM Content reports. The content delivery feature is not available to portal users.
License
Salesforce Designed for users who require full access to standard CRM and Force.com AppExchange apps. Users with this user license are entitled to access any standard or custom app.
Each license provides additional storage for Enterprise and Unlimited Edition users.
Salesforce Platform Designed for users who need access to custom apps but not to standard CRM functionality. Users with this user license are entitled to use custom apps developed in your organization or installed from Force.com AppExchange.
In addition, they are entitled to use core platform functionality such as accounts, contacts, reports,
dashboards, documents, and custom tabs. However, these users are not entitled to some user permissions and standard apps, including standard tabs and objects such as forecasts and opportunities. Users with this license can also use Connect Offline.
Users with this license can only view dashboards if the running user also has the same license. Users with a Salesforce Platform user license can access all the custom apps in your organization.
Each license provides additional storage for Enterprise and Unlimited Edition users.
Force.com - One App Designed for users who need access to one custom app but not to standard CRM functionality. Force.com - One App users are entitled to the same rights as Salesforce Platform users, plus they have access to an unlimited number of custom tabs.
However, they are limited to the use of one custom app, which is defined as up to 10 custom objects, and they are limited to read-only access to the Accounts and Contacts objects.
Each license provides an additional 1 MB of data storage and 1 MB of file storage, regardless of the Salesforce Edition.
Knowledge Only User Designed for users who only need access to the Salesforce Knowledge app.
This license provides access to the following tabs: Articles, Article Management, Chatter, Chatter Files, Home, Profiles, Reports, custom objects, and custom tabs.
The Knowledge Only User license includes a Knowledge Only profile that grants access to the Articles tab. To view and use the Article Management tab, a user must have the “Manage Articles” permission.
Chatter Free Designed for Unlimited, Enterprise, and Professional Edition users that don't have Salesforce licenses but need access to Chatter.
These users can access standard Chatter people, profiles, groups, and files. They can't access any Salesforce objects or data.
Chatter Only Also known as Chatter Plus. Designed for Unlimited, Enterprise, and Professional Edition users that don’t have Salesforce licenses but need access to some Salesforce objects in addition to Chatter. These users can access standard Chatter people, profiles, groups, and files, plus they can:
o View Salesforce accounts and contacts
o Use Salesforce CRM Content, Ideas, and Answers o Modify up to ten custom objects
Guest User Designed for public users who access your Site.com or Force.com sites. Site visitors have access to any information made available in an active public site. For each Guest User license, you can develop one site for your organization.
o For Site.com, Developer, Enterprise, and Unlimited Editions each come with unlimited Guest User licenses.
o For Force.com sites, Enterprise and Unlimited Editions each come with 25 Guest User licenses. Developer Edition comes with one Guest User license.
You can't purchase additional Guest User licenses for Force.com sites.
The Authenticated Website high-volume portal user license is specifically designed to be used with Force.com sites. Because it's designed for high volumes, it should be a cost-effective option to use with Force.com sites. You can grant “Read” and “Create” permissions on all standard objects except products, price books, and
ideas; and “Read,” “Create,” “Edit,” and “Delete” on all custom objects.
Site.com Only Designed for Unlimited and Enterprise Edition users who need access to Site.com but not to standard CRM functionality. Site.com Only users are entitled to the same rights as Force.com - One App users, plus they have access to the Content app. However, they don't have access to the Accounts and Contacts objects. Users have access to an unlimited number of custom tabs, but are limited to the use of one custom app, which is defined as up to 20 custom objects.
Each Site.com Only user also needs either a Site.com Contributor or Site.com Publisher feature license to access Site.com.
Customer Portal — Enterprise Administration User Licenses
Customer Portal — Enterprise Administration users have the Customer Portal Manager Custom license. This license gives contacts unlimited logins to your Salesforce Customer Portal to manage customer support. You can associate users who have a Customer Portal Manager Custom license with the Customer Portal User
profile or a profile cloned and customized from the Customer Portal User profile, which lets them view and edit data they directly own and view, create, and edit cases where they're listed in the Contact Name field. View custom objects and run reports depending on their permissions.
Receive the “Portal Super User” and “Delegated Portal User Administrator” permissions.
Access Salesforce CRM Content if they have a Salesforce CRM Content feature license or the appropriate permissions.
Can view and edit data they directly own or data owned by or shared with users below them in the Customer Portal role hierarchy; and they can view and edit cases where they are listed in the Contact Name field.
o Can have data shared to them just like other Salesforce users. o Can access custom objects depending on profile settings. o Can access reports depending on profile settings.
o Can access Salesforce CRM Content depending on feature license and profile settings. o Can receive the “Portal Super User” and “Delegated Portal User Administrator” permissions. Overage Customer Portal
Manager Custom The Overage Customer Portal Manager Custom license is the same as the Customer Portal Manager Custom license, except that users do not have unlimited logins. Authenticated Website license Authenticated website user is created to address the custom web application uses cases where you need to
securely authenticate your website visitors but you don't need CRM functionality. Like e-commerce checkout or recruiting resume submission.
This new license has a new sharing mechanism so it scales up to millions of users. It only provides access to custom objects and read access to documents, and it's cheaper than the customer portal licenses.
It's derived from portal licenses so technically it's a new type of portal license so the same integration you might have done for your sites-portal integration would work for this as well (just use this new license on the portal setup).
Service Cloud Portal
High Volume Customer Portal This license gives contacts unlimited logins to your Service Cloud Portal to access customer support information. Users with this license can access accounts, assets, cases, contacts, documents, ideas, and questions, custom
objects depending on their permission settings.
Can’t share but can transfer records they own.
Can’t transfer cases from non-high-volume portal users to them. Can’t include in:
o Personal groups or public groups. o Sharing rules.
o Account teams, opportunity teams, or case teams. o Salesforce CRM Content libraries.
Overage Authenticated
Website Same as the Authenticated Website license, except that users do not have unlimited logins.
Partner Portal User Licenses Partner Portal users have the Gold Partner user license. They can only access Salesforce using the partner portal.
Force.com Sites
You can grant “Read” and “Create” permissions on all standard objects except products, price books, and ideas; and “Read,” “Create,” “Edit,” and “Delete” on all custom objects.
Create a branded, custom Web address, such as http://www.mycompanyideas.com, by registering through a domain name registrar. Create CNAME records to redirect your branded domain and subdomains to your Force.com domain without exposing the force.com name in the URL. It can take up to 48 hours for your Force.com domain to become available on the Internet. Custom Web addresses aren't supported for sandbox or Developer Edition organizations.
With workflow for sites, you can create workflow rules that trigger email alerts when certain site-related criteria are met. For example, create a rule that sends your site administrator an email alert when bandwidth usage reaches 80% of the daily bandwidth limit or when a site's status changes from the active state.
Restrict the IP address ranges from which you can access the site. Force.com sites ignore company-wide IP range restrictions in order to provide public access; however, you can restrict the IP range here. To set restrictions based on IP or login hours, HTTPS is required. You must use the secure URL associated with your Force.com domain to access your site.
To enforce HTTPS on all Force.com sites pages and allow all IP addresses to access your site, create the following IP ranges: 0.0.0.0 to 255.255.255.255, :: to ::fffe:ffff:ffff, and ::1:0:0:0 to ffff:ffff:ffff:ffff:ffff:ffff:ffff:ffff. However, as this may degrade the performance of your site, don't enforce HTTPS unless it is absolutely required. Changing from HTTP to HTTPS doesn't affect logged in users until the next time they log in.
Force.com sites usage is governed by monthly and daily limits. Understanding these limits is important to the success of your sites. Salesforce.com provides tools to help you reduce bandwidth consumption and monitor site usage so that you can avoid exceeding these limits.
SSL is supported, but if org-wide security settings are enabled, and the site-level override is not enabled, branded domains revert to prefix.secure.force.com on customer login.
Force.com sites enforces two 24-hour rolling limits—bandwidth and service request time—which vary by organization type. Though the limits are high for active production organizations, your site could exceed the limit due to heavy traffic or pages that consume lots of bandwidth or processing time. “Rolling 24-hour period” refers to the 24 hours immediately preceding the current time.
Sites provide caching options that allow you to leverage the resources of our Content Delivery Network (CDN) partner to improve page load times and site performance, as well as help you avoid reaching bandwidth or service request time limits. Sites allows you to set the cache duration for each of your site pages and optimize content delivery to your end users. Control the caching behavior for your site by setting the Boolean cache attribute and integer expires attribute on each Visualforce page. By default, pages that do not have the cache attribute set are cached for ten minutes (600 seconds). To protect the integrity of sensitive information, SSL sessions and pages requested after authentication are not cached via
the CDN. The CDN is only available for active production organizations. It is not available for sandbox or Developer Edition organizations.
The login and registration forms must be secure. Set the forceSSL attribute to true for these forms. However, salesforce.com recommends that you set forceSSL to false for forms accessed by users who have already been authenticated, such as portal users. Since the forceSSL attribute forces a redirect to a secure URL, authenticated users would encounter an error. Limit Exceeded, Maintenance, Page Not Found, and designated Inactive Home pages aren't counted against page view and
bandwidth limits. You can use static resources to brand these pages, but the following limitations apply: o Static resources must be 50 KB or smaller in size.
o Static resources must be style sheets (CSS), image files, or JavaScript files. o You can't use Apex controllers for these pages.
o You can't perform SOQL or DML operations from these pages.
Site.com
Site.com is a Web content management system (CMS) that makes it easy to build dynamic, data-driven Web pages quickly, edit content in real time, and manage your websites.
The following examples illustrate a few ways to use Site.com:
o Create an event site—Advertise upcoming events, such as grand openings, launches, or sales kick-offs on a public event site.
o Promote new products—Launch new products into the market with a promotional website that helps drive sales.
o Publish a support FAQ—Provide helpful information on a public website where customers can view solutions to their issues.
o Create microsites and landing pages—Create temporary landing pages or targeted microsites for marketing campaigns.
o Create a recruiting website—Post job openings to a public site and allow visitors to submit applications and resumes.
o Publish a catalog of products—List all of your company's products on a public website, with model numbers and current prices pulled dynamically from your organization.
o Post company press releases—Publish your company’s press releases and sort by publication date. The features available in Site.com Studio vary for publishers, designers, and contributors.
o Publishers have full access to Site.com Studio. Publishers can build and style websites, control the layout and functionality of pages and page elements, and add and edit content.
o Designers have the same access as publishers except they can’t manage domains or publish a site. o Contributors can use Site.com Studio to edit site content only.
ɸ A solution is a detailed description of a customer issue and the resolution of that issue. Solution managers, administrators, and users with the appropriate permissions can create, review, and categorize solutions. They can also publish solutions to the Self-Service portal and make solutions public.
ɸ Master Solution - A solution created in any language supported by Salesforce. A master solution can have zero or more translations associated with it; it cannot be linked to another master solution.
ɸ Translated Solution - A solution translated into another language supported by Salesforce and associated with exactly one master solution. A translated solution cannot have the same language as its master solution or any other translated solutions associated with that master solution. A translated solution cannot have other translated solutions associated with it.
Configuring Your Organization's Sharing Model
Configure your organization's sharing model so that portal users can only access data associated with their accounts: o Set the organization-wide defaults in your organization's sharing model to Private on accounts, contacts,
contracts, assets, and cases. This ensures that Customer Portal users can only view and edit data related to their accounts.
o To maintain Public organization-wide default behavior for Salesforce users while ensuring that portal users can only view and edit data related to their accounts, you can create self-referencing sharing rules of “All Internal Users” to “All Internal Users.”
If you’ve set up a Force.com site, you can let users register for or log into your Customer Portal from your site. Force.com Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization— without requiring users to log in with a username and password. You can publicly expose any information stored in your organization through a branded URL of your choice.
High-volume portal users (Service Cloud portal users) are limited-access portal users intended for organizations with many thousands to millions of portal users. Unlike other portal users, high-volume portal users don’t have roles, which eliminate performance issues associated with role hierarchy calculations. High-volume portal users include both the High Volume Customer Portal and Authenticated Website license types.
High-volume portal users:
o Are contacts enabled to access a Customer Portal.
o Are assigned to the High Volume Customer Portal or Authenticated Website license.
o Only share the records they own with Salesforce users in the high-volume portal users sharing group. High-volume portal users can access records if any of the following conditions are met:
o They have “Update” access on the Account that they belong to. o They own the record.
o They can access a record’s parent, and the organization-wide sharing setting for that record is Controlled by Parent.
o The organization-wide sharing setting for the object is Public Read Only or Public Read/Write. o The record is the account or contact under which they are enabled.
o Administrators can create sharing sets to grant high-volume portal users additional access to records. Limitations
o High-volume portal users can’t manually share records they own or have access to. o You can’t transfer cases from non-high-volume portal users to high-volume portal users. o High-volume portal users can’t own accounts.
o You can’t add case teams to cases owned by high-volume portal users. o You can’t include high-volume portal users in:
o Personal groups or public groups. o Sharing rules.
o Account teams, opportunity teams, or case teams. o Salesforce CRM Content libraries.
These limitations also apply to records owned by high-volume portal users. o You can’t assign high-volume portal users to territories.