Salesforce Knowledge Integration

You can use Paligo's powerful authoring features to create content that can be published directly to Salesforce Knowledge. When you publish, the topics in your Paligo publication are mapped to articles in Salesforce Knowledge. You can then set up a Salesforce Community, where you can present your articles to your readers.

Preparation for Salesforce Integration

Before you can publish to Salesforce Knowledge, you need:

  • Paligo Enterprise plan or Business plan with Salesforce integration as an add-on

  • Salesforce Enterprise plan or above. Alternatively, a different plan with "Web services API" purchased as an add-on from Salesforce.

Note

The Paligo-Salesforce integration is designed for the Salesforce "Lightning Experience" interface.

Tip

We recommend that you set up a generic user in Salesforce for the Paligo integration. This user will then still be available for use if people leave your organization.

How to Connect Paligo to Salesforce

To find out how to connect Paigo to Salesforce, see Connect Paligo to Salesforce Knowledge.

Change the Publishing Settings for Salesforce Integrations

To change the publishing settings that Paligo uses for "pushing" content to Salesforce, see Connect Paligo to Salesforce Knowledge.

How to Set Up a Salesforce Community Help Center

To present the articles in your Salesforce Knowledge, set up a Salesforce Community and choose a theme. The Help Center theme is a popular choice for technical publications.