Document Management

Create a One-Stop Shop for Collateral and Documents

Provide instant access to the most recent versions of the sales and marketing documents and materials your teams need—all in one place. Salesforce acts as your on-demand document management resource for critical business materials by providing a common online repository to enable consistent and effective communications from anywhere in the world.

Central Repository

Give users access to all the most up-to-date materials—including marketing collateral, product brochures, presentations, and more—available anytime, anywhere and always up to date. Reps can respond quickly and easily to requests for information, whether they are in the office, on the road, or at an airport kiosk, by accessing your web-based document management system.

Search

Provide a keyword search to help users find exactly what they're looking for. Online document and records management allows reps to easily view a document or send it as an attachment directly from the search results page.


Attachments

Enable sales reps to easily attach documents from the library to messages they send from Salesforce, ensuring that prospects receive the latest versions of your materials.

Folders and Access Permissions

Organize your key documents in custom folders and create security rules for accessing sensitive documents and folders. Store presentation documents, images, collateral, and other materials based on department, role, type, or other criteria.