--- title: "Integrate Salesforce Lightning Repository" slug: "integrate-salesforce-repository" tags: ["cagg"] updated: 2026-08-11T05:54:13Z published: 2026-08-11T05:54:13Z canonical: "support.whatfix.com/integrate-salesforce-repository" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Integrate Salesforce Lightning Repository 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. > [!WARNING] > 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](mailto:support@whatfix.com?Subject=Enable%20Whatfix%20to%20crawl%20content%20from%20the%20Files%20section&Body=Hello%20Team%2C%0A%0APlease%20enable%20Whatfix%20to%20crawl%20content%20from%20the%20Files%20section%20on%20my%20account.%0A%0AThanks%20and%20regards.). Use the following steps to integrate a Salesforce Lightning repository: 1. On the Whatfix Guidance dashboard, click **Settings**. ![ia_left_nav_settings](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_settings.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A44%3A41Z&se=2026-10-15T08%3A44%3A41Z&sr=c&sp=r&sig=tPZeHrWt4%2BhojVJWf1BsH69wS7%2BEeM8R4yak0NrnocQ%3D) 2. Click **Repositories**. ![ia_left%20nav_repositories%20](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_repositories%20.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A44%3A41Z&se=2026-10-15T08%3A44%3A41Z&sr=c&sp=r&sig=tPZeHrWt4%2BhojVJWf1BsH69wS7%2BEeM8R4yak0NrnocQ%3D) 1. Click the **Salesforce** tile. ![salesforce_tile_repo](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/salesforce_tile_repo.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A44%3A41Z&se=2026-10-15T08%3A44%3A41Z&sr=c&sp=r&sig=tPZeHrWt4%2BhojVJWf1BsH69wS7%2BEeM8R4yak0NrnocQ%3D) 2. Choose whether you want to integrate a sandbox account or a production account, and then click **Next**. ![RB_DB_SHintegratesalesforce](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SHintegratesalesforce.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A44%3A41Z&se=2026-10-15T08%3A44%3A41Z&sr=c&sp=r&sig=tPZeHrWt4%2BhojVJWf1BsH69wS7%2BEeM8R4yak0NrnocQ%3D) 3. Enter a **Title** and the **URL** of your Salesforce Lightning repository. ![RB_DB_RepofilldetailsSF](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_RepofilldetailsSF.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A44%3A41Z&se=2026-10-15T08%3A44%3A41Z&sr=c&sp=r&sig=tPZeHrWt4%2BhojVJWf1BsH69wS7%2BEeM8R4yak0NrnocQ%3D) > [!WARNING] > Note: > > The title provided here serves as the tag name for the default tag attached to all the fetched content. 1. Click **Integrate**. ![RB_DB_reposf](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_reposf.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A44%3A41Z&se=2026-10-15T08%3A44%3A41Z&sr=c&sp=r&sig=tPZeHrWt4%2BhojVJWf1BsH69wS7%2BEeM8R4yak0NrnocQ%3D) 2. Once the login page loads, enter your Salesforce Lightning credentials, and then click **Log In**. ![salesforce_login_popup](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/salesforce_login_popup.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A44%3A41Z&se=2026-10-15T08%3A44%3A41Z&sr=c&sp=r&sig=tPZeHrWt4%2BhojVJWf1BsH69wS7%2BEeM8R4yak0NrnocQ%3D) > [!NOTE] > Info: > > - After you have created an Integration request, your repository is listed under Integrated Repositories in the processing state. ![salesforce_repo_list](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/salesforce_repo_list.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A44%3A41Z&se=2026-10-15T08%3A44%3A41Z&sr=c&sp=r&sig=tPZeHrWt4%2BhojVJWf1BsH69wS7%2BEeM8R4yak0NrnocQ%3D) > - Once all the content is indexed, access them on the Whatfix dashboard. ![RB_DB_CRclickrepo](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_CRclickrepo.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A44%3A41Z&se=2026-10-15T08%3A44%3A41Z&sr=c&sp=r&sig=tPZeHrWt4%2BhojVJWf1BsH69wS7%2BEeM8R4yak0NrnocQ%3D) > - 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](/studio/docs/add-repository-content-to-self-help). > - If you click **Cancel** or close the integration pop-up, the integration request is **Saved as a draft** in the **Integrated Repositories** section. > [!WARNING] > 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?](/studio/docs/how-can-i-view-the-global-tags-created-in-my-account) ## Related - [Content Aggregation](/content-repository.md) - [File integration for Salesforce](/file-integration-for-salesforce.md)