Publish to Salesforce Knowledge Base

Learn how to publish your content directly to Salesforce Knowledge Base.

Introduction

Salesforce Knowledge Base is a knowledge management system that you can use to resolve customer queries and queries from external and internal employees. Salesforce Knowledge Base is a self-serve online repository of articles about a product, service, or topic.

In a knowledge base, various authors and contributors well versed in the subject matter, add relevant content in the repository. The content can be of a wide range covering variety of subjects. Typically in a knowledge base, you can find FAQs, manuals, troubleshooting guides, or process workflow documents.

With Salesforce integration, Adobe RoboHelp has extended its publishing capabilities to publish as Knowledge Base, directly to Salesforce Knowledge Base as articles.

Pre-requisites

To create a connection with Salesforce Knowledge Base, you need to set up your account with Lightning Knowledge enabled. For more details, see Set Up Accounts with Salesforce.

Set up the workflow

Following are the steps to configure Salesforce Knowledge Base prior to publishing your output.

Create an output preset

To create an output preset in RoboHelp, do the following:

  1. In an open project, perform one of the following:

    • Click the Output tab at the left of the Standard toolbar.
    • Click Quick Generate in the upper-right corner of the Standard toolbar and click the Edit Settings icon.

    The Output view opens.

  2. In the Output toolbar, click Output Presets. The Output Presets panel opens.

  3. In the Output Presets panel, click .

  4. In the New Preset dialog box, specify the following:

    Type Use the drop-down list to select Content Only preset type. 

    Name Specify a name for the output preset.

    Target From the target drop-down, choose Salesforce Knowledge Base.

  5. Click Done.

    You can access the output preset from the Output Presets panel in the Output toolbar. Alternatively, you can access the output preset in the Quick Generate dialog box of the authoring window.

Configure a Salesforce Knowledge Base output preset

You can use the following settings to configure the Content Only output preset:

General

Use the following options to specify basic output settings, such as title, target, output path, encoding, and more:

Title: Specify the title for the generated output.

You can use variables in the title. To do so, type Ctrl+1 and select a variable from the drop-down list, and then press Enter. Note that if you have provided a variable set in the Content tab > Variable Set field, during output generation, the value of the selected variable is picked from the variable set.

Output Path: Specify a location for the output. To select a location, click  . 

Ensure that the output path is NOT located inside the project folder. If the output path is inside the project folder, the output generation fails. Also the folder you select should NOT have any content that you need. RoboHelp deletes the contents of the folder before generating the output.

Save output path as relative to project: If enabled and you browse to the output path., the path to the output will now be a relative instead of absolute.

Language: Use the drop-down list to select the language for the output.

Post Generation Script: To run your custom script after output generation, select the script .js file from the drop-down list.

Content

Use the following options to specify content-related output settings, such as the settings for Table of Contents, condition expression, and variable set.

Table Of Contents: Use the drop-down list to select a Table of Contents to be included in the output. This drop-down list displays the Tables of Contents available in your project. The first Table of Contents in this drop-down list is selected by default.

The set of files and their references present in the selected Table of Contents appear in the generated output.

Condition Expression: Use the drop-down list to specify the condition expression for your output. This setting allows you to easily include or exclude content depending on the desired type of output or user base. Click  to edit the selected condition expression. You can also select None in the drop-down list to not specify any condition expression.

Variable Set: Use the drop-down list to specify the variable set to use in this output. In the drop-down list, you can select <Default Variable Set> to use the project's default variable set. Variable sets allow you to implement output-specific use of variables. For example, you can have different variable sets for generating output for customers and internal users.

Include Expanding Text content: Select this option to include expanding Text in your Content Only output; otherwise, only the Expanding Title goes into the output. However, the Expanding Text will be shown in the expanded form in the output.

Include Drop-down Text content: Select this option to include drop-down Text in your Content Only output; otherwise, only the Drop-down Title goes into the output. However, the Drop-down text will be displayed in the output.

Nota:

It is important to note that Salesforce does not permit adding JavaScript or Cascading Style Sheets (CSS) within the articles, so your publication must not use Drop-down text, Expanding text, or Thumbnail images. However if used, the text that is enclosed is preserved as plain text.

Layout

Use the following option to configure the appearance of your output.

Master Page: Use the drop-down list to select the master page for the output. If the master page is selected, the CSS (Cascading Style Sheets) of the master page determines the style definitions.

If set to None, then the CSS styles are taken from CSS files used in the topics.

Salesforce

Publish Profile: Use the drop-down to select among your Salesforce connection profile. To learn how to create a publish profile, see Configure a publish profile.

RecordType: Use the drop-down to select among the page layouts that have been set up in Salesforce as per the visibility settings, based on the user profile. RecordTypes define how your publication is organized and which fields, e.g., title, answer, equation, etc. should be displayed. The topics configured for this preset will be published to the selected Record Type.

Categories: Use the drop-down to select among what has been set up in Salesforce. Categories are like hierarchical trees, used to find and classify Salesforce Knowledge articles. These categories are also based on the visibility settings, based on the user profile.

Convert all styles to inline styles: Select this option to ensure that your styling used in RoboHelp is maintained when you publish your output to Salesforce Knowledge Base.

Upload as draft: If you enable this option, all articles published to Salesforce will be in a draft state.

Upload images: Select this option if you want any images in topics to be included in the published output.

Upload linked documents:  Select this option if you want documents like PPT, PPTX, DOC, DOCX, and PDF linked in topics to be included in the published output. 

Articles

Choose the topics that you want to publish to Salesforce Knowledge Base. Expand a TOC node and choose the topics that you want to publish.

Configure a publish profile

You must create and configure a publish profile before publishing your output to Salesforce Knowledge Base. To create and configure a profile:

  1. On the toolbar, click Edit > Publish Profiles.

  2. In the Publish Profiles dialog, to create a profile, click  .

  3. In the Server Type drop-down list field, select Salesforce Knowledge Base.

  4. Populate the following fields:

    • Name: This field displays the default profile name. Change the name accordingly.
    • Log in to Sandbox: A Sandbox is a copy of your production site, to which security restrictions can be applied. A Sandbox enables you to publish and test your content as a testing environment, before moving to production. Enable the option if you first want to log in to Sandbox.
    • Disable SSL verification: Enable the option to turn off SSL verification. After this, when you sign in to the Sandbox, there will not be any SSL verification of the site.
    • Site URL: A company-specific URL using which you can connect to Salesforce. The beginning of the URL includes your organization’s domain.  For example, https://yourco.salesforce.com. After entering the URL, log in to Salesforce.

    It enables you to publish and test your content as a testing environment, before moving to production.

  5. Click Save.

    RoboHelp saves the profile and displays the profile name in the Profiles column.

    Edit a profile

    To edit a profile, click the profile name, and edit its fields.

    Delete a profile

    To delete a profile, click  near the profile.

Publish to Salesforce Knowledge Base

You can configure Content Only output preset to link to Salesforce, and then publish your content to Salesforce Knowledge Base. 

  1. In the toolbar, click the Output tab. You will see a list of pre-defined output presets.

  2. In the Output Presets panel, to edit a preset, double-click an output preset. 

  3. After you've configured the preset, you can publish to Salesforce. Click the ellipsis icon (...) near the preset and click Publish.

    You can also edit the server information after clicking Edit.

  4. Select the presets to which you want to publish the content.

  5. Click the Generate Preset icon  in the Output Presets panel. 

    You can then view a progress bar next to the selected output preset in the Output Presets panel. Once the output generation is complete, a Success dialog box is visible at the lower-right corner of the screen. 

    After the output generation is complete, click  in the Output Presets panel to view the output.

  6. To publish to the selected profiles (servers), click the output preset, and then click  in the standard toolbar. Or, right-click the output preset and click Publish.

  7. RoboHelp pushes the content to Salesforce. After the publishing is completed, Robohelp displays a report of the published content.

  8. To view the published output, click the eye icon to take you to the landing page of the Salesforce Knowledge Base, where you can browse to your article.

Logo Adobe

Accedi al tuo account