Integrate Salesforce Lightning Repository
- 06 May 2025
- 2 Minutes To Read
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Integrate Salesforce Lightning Repository
- Updated On 06 May 2025
- 2 Minutes To Read
- Print
- DarkLight
- PDF
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Integrate Salesforce Lightning with Whatfix to fetch and display articles from your Salesforce Lightning repository. The articles appear as contextual links in the Self Help widget.
Note:
- Integrate articles from the knowledge and files sections of the Salesforce Lightning application.
- To enable Whatfix to crawl content from the Files section, contact support@whatfix.com.
Use the following steps to integrate a Salesforce Lightning repository:
On the Whatfix Guidance dashboard, click Settings.
Click Repositories.
Click the Salesforce tile.
Choose whether you want to integrate a sandbox account or a production account, and then click Next.
Enter a Title and the URL of your Salesforce Lightning repository.
Note:
The title provided here serves as the tag name for the default tag attached to all the fetched content.
Click Integrate.
Once the login page loads, enter your Salesforce Lightning credentials, and then click Log In.
Info:
- After you have created an Integration request, your repository is listed under Integrated Repositories in the processing state.
- Once all the content is indexed, access them on the Whatfix dashboard.
- The fetched content can be added to Self Help and Task List widgets in the same way as any other Whatfix content.
- If you have Smart Context enabled, add the global-page tag for the content to reflect in the Self Help widget on your application. For more information, see
Add tags to Repository Content. - If you click Cancel or close the integration pop-up, the integration request is Saved as a draft in the Integrated Repositories section.
Note:
- The Repository links are available in the Ready stage once the Repository articles are crawled through and brought into Whatfix.
- You cannot move the links to the Draft stage or edit them. In the Ready stage, you can only edit tags and search keywords.
- Once you push the Repository links to the Production stage, you cannot move them back to the Ready or Draft stages like the other Whatfix content and widgets.
- Unlike other content and widgets that you can tag in the Draft stage, you can tag the Repository links only in the Ready stage.
Note:
If your account has multiple Global tags, select the one with the highest value. For example, if the tags in your account are Global-Page, Global-Page_1, and Global-Page_2, content should be tagged with Global-Page_2. For more information on viewing the Global tags available in your account, see How can I view the Global tags created in my account?
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