Integrate Salesforce Lightning Repository
- 14 Nov 2023
- 1 Minute To Read
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Integrate Salesforce Lightning Repository
- Updated On 14 Nov 2023
- 1 Minute To Read
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You can integrate Salesforce Lightning with Whatfix to fetch and display articles from your Salesforce Lightning repository as contextual links in the Self Help widget.
Note
- You can 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:
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On the Whatfix Guidance dashboard, click Settings.
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Click Repositories.
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Click the Salesforce tile.
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Choose whether you want to integrate a sandbox account or a production account, and then click Next.
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Enter a title and the URL of your Salesforce Lightning repository.
your title goes here
The title you provide here is used as the tag name for the default tag attached to all the content fetched.
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Click Integrate.
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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 Applications in the processing state.
your title goes here
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Once all the content is indexed, you can access them on the Whatfix dashboard.
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The content fetched can be added to Self Help and Task List widgets in the same way as you would add any other Whatfix content.
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If you have Smart Context enabled, you must 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.
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