Libraries

The Libraries module allows viewing files and documents uploaded to Salesforce CRM Content.

  • For the full module operation, follow the link to enable Salesforce CRM Content in your Salesforce org and set up permissions for users.

  • Upload documents to Files and grant user access to documents. Documents can be stored by folder.

  • Tap the file name to send the file by e-mail using email templates if available.

  • Enable background content loading to download Salesforce Content documents in background mode. You can also select the Files Download Enabled checkbox for Library to adjust the background downloading process.

  • Tap on a document screenshot to open a preview and send the document via email. Tapping on the document information line will open a pop-up window with detailed information on the document.

    • The file size should not exceed 10MB.

    • We recommend not enabling the Use POST requests for cross-domain sessions option to avoid the display of the white screen with no files in the Libraries module. For more information, refer to Salesforce Help: Modify Session Security Settings.

Libraries

Adding Libraries to the Menu

If ContentDocument, ContentVersion, ContentDocumentLink objects are added as offline objects, the Libraries module will not work correctly.

To add the Libraries module to the app menu:

  • In CT Mobile Control Panel

  • In CT Mobile Control Panel 2.0

  1. Go to CT Mobile Control Panel: App Menu tab.

  2. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings.

  3. Click the 62562609 button to open the Add menu item tool.

  4. Select the Salesforce Content item.

  5. Click Add to close the Add menu item tool.

  6. Click Save.

  1. Go to CT Mobile Control Panel 2.0: App Menu tab.

  2. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings.

  3. Click Show Module Menu.

  4. On the All or Application Modules tab, select the Salesforce Content item.

  5. Click Save.

The setup is complete.

Using Libraries

Libraries include two main sections:

  • Left menu

    The list of available for the current user workspaces and folders.

  • Main screen

    The screenshots of available documents. Documents are grouped by content type.

    For files larger than 20MB, the screenshots are not displayed.

Available content types:

  • All

    The general list of all the documents and folders in the workspace.

  • Documents

    Files of MS Office, text documents, etc.

  • Media

    Audio and video files.

  • Other

    Other file formats.

Supported files:

  • documents: .xls, .doc, .pdf, .txt

  • media: .jpg, .jpeg, .ppt, .png, .mp4

``