Before a file can be used in the View Resource task it must be added to the TaroWorks Library in your Salesforce instance. This document covers how it is done.
- Make sure the TaroWorks library is already configured and you have been added as an Author. To verify if TaroWorks Library is configured, go to App Launcher > Files > Libraries and here check if "TaroWorks" library exists.
- Also make sure your files are ready. For more information on which files are currently supported, see here.
How to upload a file
- Click on the Libraries tab (red box). The screen below should appear.
- NOTE: If it is missing, check if you have been enabled as a Salesforce CRM Content User and that the tabs have been set correctly. If the TaroWorks Library is still missing, follow these steps to create the library and add members