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You are here: Home / Salesforce CRM / Configuration / Content Latest Version Flag

Content Latest Version Flag

May 4, 2011 by David Schach 2 Comments

Yesterday, I used Content Delivery to send a pdf to a client. Simple, right? Upload the Word document to Content, associate it with a record, and deliver the content. Surely if I upload a new version, the delivery will refer to the latest version, right? There’s no place to select that option, so I can assume, right?

Wrong.

This is the screen I see when I choose to deliver a given file. Note that I can choose whether to allow access to the original file or only to a pdf… but nothing about which version to deliver. (There are 4 versions right now.)

Options available when configuring a Content Delivery

Content Delivery Options

The document in question needed some changes, so I uploaded a new version and told the client that the old link would still work. Oops.

By default, Content Deliveries are set to refer to one specific version of a Content file. I can understand this, but surely I should be given the opportunity to change that?

To do this, view the Delivery record and see the following:

Content Delivery Record Detail View

Content Delivery Record Detail View

Click

Java
1
Edit

and check the appropriate checkbox.

There you have it! A few extra clicks, but a Content Delivery can point to the latest version.

Do you use Content Deliveries? How do you like it?

Related

Filed Under: Configuration, Native Application, Salesforce, Salesforce CRM, Tips and Tricks Tagged With: Configuration, Force.com Builder

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Filed Under: Configuration, Native Application, Salesforce, Salesforce CRM, Tips and Tricks Tagged With: Configuration, Force.com Builder

Comments

  1. Pete Fife says

    May 12, 2011 at 10:11

    I’ve only used it once or twice but I’d agree that there some things like this which still need to be flushed out. Still a bit cumbersome to send a client an attachment. Still easier just to send in an email.

    Reply
  2. LNIngram says

    June 3, 2011 at 12:04

    … this should really be the default option!

    Reply

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