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iDialogue Docs

Configure CRM Content

Enable Salesforce CRM Content

From Salesforce settings search for Salesforce CRM Content

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  • Enable Salesforce CRM Content
  • It’s recommended to also enable the “Enhanced Document Viewer”
  • All other checkboxes are optional
  • Click on Save button

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Update Page Layout Assignment

  • From Settings -> Object Manager search for “Content Version” and select Page Layouts.
  • Click “Page Layout Assignment” and assign the “iDialogue Template” page layout to profiles.

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