Set Up Salesforce CRM Content
- Create content fields and assign them to page layouts. The default fields are Description, Tags, and Title. If you want to create a field named, for example, Reviewed By, your custom content field would be a picklist with the names of possible reviewers.
- Create a custom page layout or modify the default page layout. Page layouts are the containers for custom fields; they determine which fields are available during the publishing process and how the fields display on the content details page. You can create multiple page layouts and record types and assign a content field to any or all page layouts. For example, if sales and marketing users want to record different information about their content, you can create Sales and Marketing page layouts and record types. If you create a Related Campaign lookup field and add it to the Marketing page layout and record type only, users who select the Sales record type during the upload process don’t get to choose a campaign.