Plan for Success with Tips on Deploying Salesforce Content

So your back from Dreamforce and your all jazzed at the announcement Marc Benioff made that Content for Salesforce is now free for all users. Bubbling with excitement you want to go back to the office and implement it now! But before you do, let me give you some tips on implementation that aren’t included in the Help & Training section of Salesforce.com.

1. Workspaces are not folders. It would be really easy to just create workspace that mirror your existing folders from your Document tab—but you must resist the urge! You owe it to your users to make the experience of Content for Salesforce better than the documents tab. Everyone is familiar with folders and subfolders, but Content is different; it uses collaboration spaces called Workspaces to organize the files. If your Document tab was (is) like mine, then you probably have dozens of folders. Workspaces eliminates that, now you can have one workspace for all of your marketing materials. In fact, I did a data dump of all my documents stored in the Documents tab. Then I called a brief meeting with each department to review existing documents, eliminate any old ones, and we group the documents together by type. Which meant I had about four workspaces, one for each department- Marketing, Technical, Sales, Reseller. This made it simple for my users to navigate and find documents.

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the migration to Content for us was simple and its paid dividends to our staff by giving them the ability to track and manage all of our collateral in one location