Now we'll begin setting up the Salesforce components. For all Salesforce steps, you'll need to be in the Setup portion of Salesforce. In Salesforce, go to Setup > Custom Code > Apex Classes. Create a new apex class. If you...
Next, we need to add the knowledge base URL as an allowed Remote Site in Salesforce. To do so: In Salesforce, navigate to Setup > Security > Remote Site Settings. Click on New Remote Site . For the URL, use your knowledge base's hom...
For this step, you'll need to find your Develop > Pages settings in Salesforce. Depending on your account, this may be in several places: Setup > Custom Code > Visualforce Pages Setup > Build > Develop > &n...
You can use a single article in multiple categories and across knowledge bases. The content (body) of the article as well as all versions stay in sync across all shared articles. Each article can have its own title, restrictions, and callouts. These...
For individual article PDFs as well as the standard and custom PDF export options, sometimes a page break comes between two chunks of content you'd like to stay together (such as a numbered step and the screenshot that goes with that numbered st...
The shared content category allows you to pull in and sync the content from a category in a separate knowledge base. You must have access to both knowledge bases to set up this kind of category. This category type is useful when you are maintaining...