Setting up articles

Owned by Jeff Gleeson
Last updated: Sept 15, 2023 by Jeff Gleeson
3 min read

Quick terminology guide

  • A Record type will be used to classify published articles. You will create one and then as part of the Publisher configuration you are going to select it to publish new articles.

  • A Record type is associated with a Page Layout. You are going to do that association explicitly.

  • A Page Layout contains fields that will be rendered when you access your articles. Those fields require a certain configuration that this page details.

This page shows you how  to create a Record Type, a Page Layout and its required fields.

Default Record Type created

The latest version of the connector now creates a default Record Type in Salesforce. If this works for you, you can skip the "Create Record Type" section and proceed to the "Create Page Layout" section below it.

 

Create Record Type

  1. In the search bar, type "knowledge" and click Knowledge (Object Manager).


  2. On the Knowledge Object Manager page, select Record Types on the left, then click on New at the top right (or select an existing one).

  3. Configure the record type and save.



Create Page Layout

  1. On the Knowledge Object Manager page, select Page Layouts on the left, then click on New at the top right (or select an existing one).


  2. Add a name for the layout and click Save.



  3. Configure the page layout to include the fields you want the Confluence article to have. The required fields you will need are Title, URL Name and a Richtext field. Click on Save when you are done.



  4. Click on Page Layout Assignment at the top right.



  5. Click on Edit Assignment.

  6. Select the Record Type you created before, or the one you will use for publishing from Confluence and switch its page layout with the Page Layout To Use dropdown on the middle. Make sure that all profiles under your record type are selected and changed. Click on Save when you are done.



Create Rich Text field

  1. In the Knowledge Object Manager page, click Fields & Relationships on the left, then click on New in the top right.



  2. Under the Data Type column, select Text Area (Rich), then click Next.



  3. In the New Custom Field section, fill the details, then click on Next.



  4. Select the profile-related permissions for your field, then click on Next.



  5. In the next step, the page layout(s) where you want to include this field.



Field permissions

  1. In the Knowledge Object Manager page, select Fields & Relationships on the left, then click on the field you want to check (in this example, Title).



  2. Click on Set Field-Level Security.


  3. Update the profiles as needed, then click Save.


Other Salesforce configuration steps

Next step