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IMPORTING ARTICLES INTO SALESFORCE
KNOWLEDGE
Summary
Salesforce Knowledge
allows you to import your
existing articles and their
translations with one file for
each article type. This
document is intended
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1
Log in. Click Start Free Trial and create a profile if necessary.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
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How to fill out importing articles into salesforce

How to fill out importing articles into salesforce
01
Login to your Salesforce account.
02
Navigate to the Articles tab or Knowledge Articles section.
03
Click on the 'Import' button or link.
04
Choose the file or document containing the articles you want to import.
05
Map the fields from the imported file to the corresponding fields in Salesforce.
06
Review the import settings and make any necessary adjustments.
07
Start the import process and wait for it to complete.
08
Once the import is finished, verify that the articles have been successfully imported.
09
Make any additional updates or modifications as needed.
Who needs importing articles into salesforce?
01
Businesses or organizations using Salesforce as their customer relationship management (CRM) system.
02
Content creators or knowledge managers who want to populate their Salesforce knowledge base with articles.
03
Sales or support teams that need access to relevant articles and information within Salesforce.
04
Companies migrating from another system or platform and need to import their existing articles into Salesforce.
05
Any team or individual looking to centralize their knowledge base and streamline access to information within Salesforce.
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What is importing articles into salesforce?
Importing articles into Salesforce refers to the process of bringing external articles or information into the Salesforce platform for storage and use.
Who is required to file importing articles into salesforce?
Any organization or individual who wants to integrate external articles or information into their Salesforce instance is required to file importing articles.
How to fill out importing articles into salesforce?
The process of filling out importing articles into Salesforce involves using data import tools provided by Salesforce to upload external articles or information into the platform.
What is the purpose of importing articles into salesforce?
The purpose of importing articles into Salesforce is to enrich the platform with external data that can be used for various purposes such as analysis, reporting, and customer management.
What information must be reported on importing articles into salesforce?
The information that must be reported on importing articles into Salesforce includes details about the external articles or information being imported, source of data, and any relevant metadata.
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