Salesforce CMS is a powerful content management system that helps you create, manage, and deliver digital content across multiple channels.
With Salesforce CMS, you can:
- Create and edit content from a centralized location.
- Organize content into categories and tags.
- Publish content to channels such as commercial sites, marketing emails, customer communities, and partner portals.
- Track the performance of your content.
- Integrate Salesforce CMS with other Salesforce products.
To get started with Salesforce CMS, you can access it from the Digital Experiences app.
Setting up CMS
- Lightning and B2B (visualforce) Communities must be enabled
- To enable the CMS app, Visible must be selected for Salesforce CMS in the user profile in Setup AND Tab Settings for CMS Workspace must also be set to ‘Default On’ in order to view the Salesforce CMS app in App Launcher.
- To create a CMS workspace and content and add contributors, User must be Content admin or Salesforce admin AND Visible is selected for Salesforce CMS in the user profile in Setup AND Create Content Workspace administrative permissions AND Access Libraries must be selected in the system permissions of the user profile.
- To add channels, create and set up Communities AND Content admin or Salesforce admin.
- To create Content Type, User must have Customize Application or Modify All Data user permission.
Steps to make a contribution to CMS
Step 1: Navigate to Salesforce CMS App – Get started by navigating to Salesforce CMS from Salesforce App Launcher. You can follow the steps took below to create your own content types.
Step2: Create a CMS Workspace -
Creating a workspace is a way to organize your content in Salesforce CMS. Astonous uses workspaces to organize its content. Content contributors have role-based access to the workspaces. We’ll share more on the roles later in this blog. Below, you can follow the steps Astonous took to create workspaces.
Each workspace can have channels (one or more). Also, new contributors and channels for a workspace can be added later. Workspace creation is guided through a wizard, which helps you get started. To create a new Workspace, go to the CMS Workspace tab and click on “Add Workspace.”
Step 2a: Name/description – This is the first screen of the wizard. You can specify a meaningful name and description for your workspace.
Step 2b: Add channels – In this screen, you can select channels from a list of communities (with which you would like to share the workspace).
Step 2c: Add Contributors – In this screen, select contributors from an available list of users and public groups.
Step 2d: In the next screen, you can assign roles to the selected users and public groups from the following roles:
1. Content Admin – This role allows the contributors to have access to all content in the CMS workspace along with the ability to create, edit, and publish content. In addition, they can also manage contributors and channels to which the content is published. Below, you see that Yogender Singh is the Content Admin for Astonous.
2. Content Manager – This role allows the contributors to have full access to all content in the CMS workspace along with the ability to create, edit, and publish content. A group of users at Astonous can manage content, as shown below.
Step 2e: Language – In this screen, you can select a list of languages for translation for this workspace. Out of the selected languages, one language has to be selected as the default language of the workspace. When selecting languages, think of the languages you would like to support for your destinations. Below, Astonous selected English and Italian for this CMS workspace. English is selected as the default language.
Step 2f: Final Screen – The final screen summarizes the selections completed in earlier steps. Review the selections and click the Done button. Your CMS Workspace is created.
After following the steps above, you are ready to create content. Let your contributors know that they can now contribute to the workspace. Contributors can see a list of all accessible workspaces when they navigate to Salesforce CMS app.
Step 3: Content creation –
Now that you have created content types and created a workspace, your content creators are set to create content based on the types.
To create new content, drill into one of the workspaces and click Add Content.
If you have defined a content type, you will see a list of content types on which your content would be based. If not, you can create content on Default News type. Shown below, a content admin at Astonous Website selects Blog content type to create content.
Complete all the fields. Each of the fields maps to layout features (we’ll address layouts in another post). While creating content you can save your work by clicking Save Draft. Once you’re done, you can chose to Publish the content. The published content will be delivered to all destinations when you click the Publish button.
Making changes to published content
A content manager at Astonous wants to add some new facts to an existing blog post. No worries — all he/she needs to do is:
- Go to the content detail page for the content.
- Click Unpublish
- Make the changes as desired.
- Publish the draft or publish it after importing the translated content.
Step 4: After Publishing Add the Content in the Workspace –
After Publishing content, you can add the content in the workspace which will be appeared in the all sites in setup
Step 4a: Now, move to Workspace Which is appeared inside the All sites
Step 4b: Just Navigate to the Worksace and Select Content Management as Appeared Below
Step 4c: After Navigating to the Content Management , Collection you will see a new button
Step 4d: On clicking New , You can create a new Collection Just put any name and Select the Content Type for which you want to create collection
Step 5: Now use this Collection in Builder with Salesforce CMS.
Step5a: Go to Community Builder. Drag and drop the CMS Collection component into a region on a page.
Step5b: Add a collection
Step5c: Select a collection.
Step5d: Expand Content Layout with property editor
Step5e: Expand Field Mappings.
Step5f: Map CMS field to your Object fields.
Step5g: Scroll to Component Style in property editor and reduce the Banner Height.
Step5h: Your Updated CMS Collection Component.
After Publishing the Community take a look at your New Page!
Summary
After reviewing and following this blog post, you should be able to create workspaces and add contributors and destinations. Plus, you should be able to create content types and build content on these types.