Create a "Salesforce Content" Content Item

The content type Salesforce Content is used to expose content from Salesforce Libraries on your site. Only users that have access to the Libraries in Salesforce will be able to see the content.

There are four content templates that are used to present library content in different ways:

• Library List. Choose one or more libraries to display and the number of library items to display in each.  
• Content List. Choose one or more libraries to display and the specific library items that you want to display from each.
• Selectable Library List. Provide a selectable list of all shared libraries to the end user and specify the number of library items to display when a library is selected.
• SF Content Search Results. Generate a list of search results that are specifically related to content in shared Salesforce libraries. This content template works in conjunction with the Basic Form core content template (in the core Search content type).

Create a list of Salesforce Libraries and specify the number of items to display.

The Library List content template lets you choose which Salesforce Libraries to display and how many library items to display from each.

Use the Library List content template

1. In the content editor, set the following properties:
2. Display Library content alphabetically. This option displays library items in alphabetical order and is not selected by default.
3. Display Library titles. This option displays the library title (or the custom Library title if one is provided) for each library in the list and is selected by default.
4. Display content descriptions. This option displays the description of each library item and is selected by default.
5. Number of items to display. This option determines how many library items are displayed per library. The default value is five; zero means to show all items. If you set this number to less than the total amount of library items, end users will not have a way to view all items. The items displayed are either the most recently published or the ones that are alphabetically first if that option is selected.
6. From the Select a Library list, select a library you want to display, and optionally, enter a custom title for the library in the adjacent text box.
7. To add more libraries, click the plus symbol next to the first library and repeat step 2; to remove a library, click the delete symbol next to the library.
8. In the Actions panel, click Save.  

Create a list of Salesforce Libraries and choose the exact items to display.

The Content List content template lets you choose which Salesforce Libraries to display and which documents within each library to display.

Use the Content List content template

1. In the content editor, set the following properties:
   • Display Library content alphabetically. This option displays library items in alphabetical order and is not selected by default.
   • Display Library titles. This option displays the library title (or the custom library title if one is provided) for each library in the list and is selected by default.
   • Display content descriptions. This option displays the description of each library item and is selected by default.
2. From the Select a Library list, select a library you want to display, and optionally, enter a custom title for the library in the adjacent text box.
3. From the Select a Document list, select a library item, and optionally, enter a custom title for the item in the adjacent text box.
4. To select more library items from the library, click the plus symbol next to the first item and repeat step 3; to remove items, click the delete symbol next to the item.
5. To add more libraries, click the plus symbol next to the first library and repeat steps 2–4; to remove libraries, click the delete symbol next to the library.
6. In the Actions panel, click Save.

Create a selectable list of Salesforce Libraries and specify the number of items to display.

With the Selectable Library List content template, you can create a selectable list of shared Salesforce Libraries to which the current user has access. You can specify how many documents are displayed when a user selects a library.

Use the Selectable Library List content template

1. In the content editor, set the following properties:
   • Display Library content alphabetically. This option displays library items in alphabetical order and is not selected by default.
   • Display Library titles. This option displays the library title (or the custom Library title if one is provided) for each library in the list and is selected by default.
   • Display content descriptions. This option displays the description of each library item and is selected by default.
   • Number of items to display. This option determines how many library items are displayed per library. Zero means to show all items. If you set this number to less than the total amount of library items, end users will not have a way to view all items. The items displayed are either the most recently published or the ones that are alphabetically first if that option is selected.
2. In the Actions panel, click Save.

Provide search capability for Salesforce Library content

The SF Content Search Results content template displays search results of shared Salesforce Library content to which the current user has access.

For this to work, your site must also contain the Basic Form content template, which is included in the core Search content type. When a user enters a search term, the titles of Salesforce Library items are searched to return results.  

The Basic Form content template must be configured to direct to the page that includes the SF Content Search Results content template. Under most circumstances, this page also includes the Basic Results content template. This is included in the core Search content type and returns search results for OrchestraCMS pages.

By having both the Salesforce Content Search Results and Basic Results content templates on the same page, users can use a single search form to search OrchestraCMS pages and Salesforce Library content.

There are no content editor properties to set for the SF Content Search Results content template.

Create a search results page

1. Create a page as you normally would and open it in the page editor.
2. Click in the droppable area where you want search results to appear, and click Add New Content.
3. In the Create New Content dialog:
   • From the Select Content Type list, select Salesforce Content.
   • From the Select Content Template list, select SF Content Search Results.
4. Click Finish.
5. Optionally, you can also add a content item using the Basic Results content template to the page (included in the core Search content type); this allows users to see search results relating to OrchestraCMS pages as well as Salesforce Library content.
6. In the Actions panel, click Save.

To be able to use the search functionality, a search form must be included on one or more pages. Often, a search form is included on all or most pages—it could even be included on a master page. The Basic Form content template, included in the core Search content type, is used to create a search form. In the content editor for the Basic Form, you must specify the page that the search results are displayed (i.e., the page created in the above procedure).

Create a search form that directs to the search results page

1. Create a content item using the Basic Form content template, which is included in the core Search content type.
2. Open the content item in the content editor.
3. Click in the Results Page box to open the Select Link dialog.
4. From the Open In list, select the target destination for the link.
5. From the Link To list, select A page in this CMS.
6. Click in the Page box, and begin typing the name of the page created in the previous procedure that contains the SF Content Search Results content template, and click on the name of the page to select it; if you have not created this page yet, click New to enter the Create New Page dialog.
7. Click Select.
8. In the Actions panel, click Save.
9. Place the content item, which will display a search form, on as many pages as required; one option is to place the form on a master page.