Utilizing the Library in SAP Sales Cloud
Struggling to find helpful reference materials across a variety of programs? Wish there were a way to minimize the number of applications you need to have open? You are not alone! The library in SAP Sales Cloud is here to help! Let’s take a look at some of the ways this often overlooked feature can benefit you.
Store and Organize Materials in a Single Location
Keep everything all in one place rather than needing multiple programs open at once. The library becomes a one stop shop to store a wide variety of reference materials, from new user onboarding and training materials to more advanced how-to documents. By creating folders, it is easy to organize all of these documents so everything is easy to find.
Building the Library
Building the library is simple and efficient with a drag and drop feature capable of uploading up to 5 documents at once. The system supports numerous file formats, including PDFs and Word documents, spreadsheets, pictures, and much more. You can even store short videos. However, for ease of reference, linking to larger files that are stored externally is the recommended strategy. Because 100 MB is the maximum file size supported in Sales Cloud.
Restricting Access to Folders and Documents
Now what about access? You can restrict read and write access to the library, based on sales organization, territory, and account. The owner of a document or folder can specify if it is public or private.
Using sales data, accounts, employees, and territories – you can place restrictions on private documents and folders.
It is also important to note that anyone granted access to a parent folder will automatically receive access to all child folders and documents within that folder. So there is no need to grant access to each item individually.