Salesforce how to access libraries in salesforce lightning
- George Apostolov
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Salesforce how to access libraries in salesforce lightning: step-by-step guide
Access the App Menu on the top left and select Files.
Click on the Down arrow associated with the file and select Share from the dropdown.
Add the users you want to share the file with.
You can also share files with Groups.
Hit Share.
Libraries essentially function as folders. So you can share a group of files together. Find Libraries in the left pane.
Click on Manage Members from the library folder's dropdown.
You can select Public Groups or People to share access similar to file sharing.
Quick answer: To access libraries in Salesforce, open Files from the App Menu, select Share from a file's dropdown, and add users or groups. Alternatively, locate Libraries in the left pane, access Manage Members from the folder's dropdown, and select Public Groups or People to share access.
About this Salesforce tutorial
Manage and share files or libraries efficiently in Salesforce by navigating to Files, updating sharing settings, and managing member access. This guide covers salesforce how to access libraries in salesforce lightning in 8 steps, starting with "Access the App Menu on the top left and select Files " and finishing with "You can select Public Groups or People to share access similar to file sharing". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce how to access libraries in salesforce lightning take?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce how to access owd in salesforce, Salesforce - how to access recycle bin in salesforce and Salesforce - How to Access Trailhead in Salesforce. Last reviewed 05 Oct 2026.
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