Create a Library in Salesforce

2.3.5 | 3/2/2024

Step 2: Click on Libraries | Step 3 - In top right below the tab bar, click “New Library” | Step 4 - Fill out input fields with Name, Description and Library Image | Step 5 - Save your Library.

Creating a Library in Salesforce

Through Libraries, Users can organize, share and manage others’ access to files.

Step 1 - Go to Files. ↵

Click on the App Laucher and search Files or Select Files if there is a tab labeled Files. App Launcher Top Left - Search Files

Step 2 - Click on Libraries ↵

On the Left side of the Files Page, Click on Libraries.

On left side Panel, click on Libraries

Step 3 - In top right below the tab bar, click “New Library” ↵

Click New Library top right

Step 4 - Fill out input fields with Name, Description and Library Image ↵

Fill out Name, Description and add an Library Image

Note: All Users can view the image assigned to Libraries even when they are not members of the Library. Images work best with a 16:9 aspect ratio.

Step 5 - Save your Library.

Filled out Name, Description and add an Library Image

Now, you can add existing Files in your Salesforce Org or add Files from your local PC.

Check out our other articles to add files or share your library with other users.