This page will guide you on how to publish a Confluence page as a knowledge article in Salesforce.
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- On a Confluence page, click on
(More actions), then click on Publish to Salesforce.
If the menu item is not available, check the prerequisites above. - In the pop-up, select the mapping you want. It will choose the default mapping you have configured.
- Select relevant article categories that you want to set for this article in Salesforce.
Note that you may select from up to four levels of categories in the hierarchy.
- Click Publish to publish the content.
- At this point, a knowledge article has been created in Salesforce. It can be either in a draft or published status, depending on the mapping setting that your administrator has set.
- The page is now linked to a Salesforce knowledge article. To see a link to the Salesforce article, refresh the web page.
- A link to Salesforce publish status will appear below the page title. Click on it to view the status.
- Click on the View in Salesforce link to be redirected to the knowledge article in Salesforce. You may need to log in to Salesforce.
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