Introduction To Salesforce Content Management System (CMS)

Introduction To Salesforce Content Management System (CMS)

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Companies nowadays are attempting to generate, deliver, and tailor information for their customers at every touchpoint in today’s environment. On the other hand, traditional content management systems did not come with all the functionalities and capabilities. Legacy content management systems (CMS) are built for a single touchpoint, not an ever-changing, omnichannel consumer journey. However, Salesforce CMS is here to enable teams of all sizes, from beginners to specialists, to generate content and deliver it to every channel – all while keeping track of customer data.

What Is Salesforce CMS?

Salesforce CMS refers to the content management system used by Salesforce products. As a central repository for your organization, Salesforce CMS is used to store and retrieve documents, photographs, videos, knowledge articles, and more. Any assets maintained in Salesforce CMS can be accessed by numerous user groups, regardless of which cloud product they are using. The Salesforce CMS app is part of the Salesforce Lightning Experience. It is now embedded at many points in the Salesforce user experience, particularly its role in the Lightning Content Builder. 

Salesforce CMS

Key Features Of Salesforce CMS

1. Robust And Simple – Any user can create, manage, and deliver content with Salesforce CMS. You can choose from various content types or develop your own & quickly generate content in the app with no technical knowledge required. In addition, scalability is aided with multilingual and translation capabilities, and permissions allow you to contribute while maintaining brand standards. With the help of Salesforce CMS, content creators can also create content collections, essentially playlists of content included in various experiences.

2. Flexible And Fast – Salesforce CMS is a hybrid content management system, which means your team can generate content in one place and syndicate it to any digital touchpoint, whether Salesforce-powered or not. 

If you wish to add content to an experience produced with Salesforce, your users can choose from two tools: Salesforce Experience Builder and Commerce Page Designer. They can help you create an experience declaratively by dragging and dropping content components onto a website, portal, forum, or e-commerce storefront. These technologies are developer-friendly, ideal if your design and development teams want to use code to create the experience. Furthermore, Salesforce CMS’s headless APIs make it easy to distribute content to a third-party site, experience, or mobile app.

3. Customer-Centric – Customers expect personalized and connected content when they visit your digital properties. Customer needs, queries, and wishes should be addressed in every piece of content. Instead of developing content on the fly, teams can start the process with customer data as a starting point.

Salesforce CMS allows you to convert your data into content. For example, imagine converting a CRM record’s rows and columns into rich, visual content, such as a banner, tile menu, or engaging promotional CTA. All this is possible with Salesforce CMS. 

How To Get Started With Salesforce CMS?

Salesforce CMS allows you to organize and manage your material in one location. One can determine who sees and does what by assigning contributors roles. With the help of this platform, you can distribute your content with B2C, B2B, Marketing Cloud, or Lightning Experience apps. The Salesforce CMS app can be used to disseminate content on Experience Builder sites, while the Connect REST API may be used on Salesforce Tabs + Visualforce sites.

Salesforce CMS

Type of CMS Content Managed In Experience Builder Site

  • Shared Content: The content created in the Salesforce CMS app and shared to the site you’re working on is referred to as shared content. You may either publish individual content items or arrange them into collections based on search parameters or subjects.
  • Salesforce CRM: It allows you to access Salesforce objects like accounts and product items. You can select which objects you want to share. In addition, permissions connected with your objects, such as org and object permissions, can be applied.
  • CMS Connect: This allows you to reuse HTML and JSON feeds from an external CMS source, such as blog posts, common headers, or photos, without duplicating them into your Experience Builder Site. One can use collections and topics to organize and expose content in the most appropriate way easily.
  • Collections: It allows you to establish rules to build static or dynamic lists of content or Salesforce CRM items. One can use collections as a content source in Experience Builder to keep their pages up to date without manually updating individual pieces of material.
  • Topics: It can be used to group and sort for presentations, and add subjects to your CMS content. When your clients are surfing your websites, make it easy for them to find relevant material.

Different Usages Of Salesforce CMS

Salesforce CMS Home
From CMS home, you can access everything CMS has to offer. To go to CMS channels, workspaces, and experiences, use the navigation tab. From the home page, you can see or create CMS Workspaces and CMS Experiences. Without leaving the Salesforce CMS, you may get valuable connections to significant Salesforce CMS resources.




CMS Workspaces 

The Salesforce CMS app’s key organizational and security principle is CMS workspaces. Each CMS workspace has more than one channel, each of which shares material authored by one or more workspace contributors. To distinguish internal and external information, various locations, or even different campaigns, create CMS workspaces. It also aids in limiting content access.

Salesforce CMS

Create Content in Salesforce CMS
In every CMS workspace, you can create content with just a few clicks. All channels in a Salesforce CMS workspace receive content published in the Salesforce CMS app.

Salesforce CMS

Create Publication Schedules in Salesforce CMS
Create publishing and unpublishing schedules for your Salesforce CMS material, then publish auto-unpublish in a single process.

Salesforce CMS

CMS Content Types
Salesforce CMS is available with customizable content types for documents, images, and news. These material forms are ready to be used, but you probably have more suggestions. You may quickly generate material out of standard content kinds with the Managed Content-API and make it available in the Salesforce CMS app for your users. Share your material on several platforms and add published content to your Experience Cloud layouts.

Salesforce CMS

Create a Detail Page
You require a CMS content page created to hold your specific content type for published content on the website of Experience Builder.

Salesforce CMS

Salesforce CMS Content Key
You may keep your content consistent with the Salesforce CMS content key. It sticks to your content regardless of the version org, sites, and components in Salesforce. This unique identification.

Salesforce CMS

Translate Salesforce CMS Content
You can offer your material translated into numerous languages to fulfill the global demands of your company. First, set up multi-language workspaces. Then, manage the text, from draft to publication, through the translation lifecycle.

Salesforce CMS

Import and Export Content with Salesforce CMS
Learn how the content can be added to CMS from Salesforce or sent by importing and exporting functionality from one org to another. Also, learn more about certain common usage scenarios about formatting and processing text.

Salesforce CMS

Organize Content with Folders in Salesforce CMS
Create and update folders in your Salesforce CMS workspace to quickly manage your content.

Salesforce CMS

Organize Content with Collections and Topics in Salesforce CMS
In the Content Management module for Experience Workspaces, Salesforce CMS offers collections and topics. Themes and collections help gather your content and organize for easy usage and automatically maintain the most recent content up to date on your Experience Cloud sites. Collections and themes are unique to each site and can be used for different audiences in different ways.

CMS Channels in Salesforce CMS
CMS channels let you share material with other endpoints in your CMS workplaces. Use headless APIs to construct channels to connect to the Commerce Cloud, Marketing Cloud, Heroku, LEX applications, and any other website. You can also use the Experience Builder to design a one-of-a-kind site.

Salesforce CMS

Add Content to an Experience Builder Site
You are ready to add content to your Experience Builder website once you have created material to enable your clients to see it.

Salesforce CMS

Conclusion

Salesforce CMS allows you to organize and manage your material in one location. One can determine who sees and does what by assigning contributors roles. With the help of this platform, you can distribute your content with B2C, B2B, Marketing Cloud, or Lightning Experience apps. The Salesforce CMS app can be used to disseminate content on Experience Builder sites, while the Connect REST API may be used on Salesforce Tabs + Visualforce sites. 

Want to get customized Salesforce solutions for your business? Leverage Salesforce consultation services offered by the Cloud Analogy team of experts and take your business to the next level. 

Suraj

Suraj Tripathi

Salesforce Consultant | Solutions Engineering Head
"Suraj Tripathi, a certified Salesforce Principal Consultant of repute, is a wonderful mentor and leader. A certified Salesforce Architect and a 7x Salesforce Certified Platform Application Developer by passion and profession, Suraj has rich experience in languages such as Aura, HTML, Angular, Bootstrap, APEX, and JavaScript. With more than five years of expertise in Salesforce Development, Suraj has worked on more than 50+ projects out of which 20+ projects were related to Salesforce Integration, Writing Triggers, Batch classes, VisualForce pages, and Aura Components.

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