A system administrator is setting up file governance and sharing capabilities across different business units. Match each organizational file requirement on the left to the appropriate Salesforce Files or CRM Content capability on the right.
- Restrict a file attached to a Case so only explicit file collaborators can view it, even if other agents have read access to the Case record.File Privacy on Record set to Private
- Combine multiple product brochures and technical data sheets into a single structured collection for distributor onboarding.Content Pack
- Share a sales presentation with an external prospect via a web link that automatically deactivates after 14 days.Content Delivery / Public Link with Expiration
- Grant users read-only access to view and download files inside a shared content library without allowing them to upload new versions.Viewer Library Permission
Answer
The correct pairings are: 1) Restricting a Case attachment from general record viewers corresponds to setting File Privacy on Record to Private. 2) Bundling multiple documents into one collection corresponds to creating a Content Pack. 3) Sharing a file externally via a web link with a time limit corresponds to Content Delivery / Public Link with Expiration. 4) Providing view and download access in a library without upload rights corresponds to Viewer Library Permission.
Each feature directly addresses a core administrative scenario in Salesforce Content Management: File Privacy on Record overrides record-level inheritance for sensitive attachments; Content Packs group related files; Content Deliveries/Public Links facilitate secure external sharing with expiration dates; and Library Permissions control user interactions within content workspaces.
Step-by-Step Solution
Key Concept
Salesforce Files Security, Libraries, and Distribution Features