- 24 Feb 2025
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Integrate Salesforce Lightning Repository
- Updated On 24 Feb 2025
- 1 Minute To Read
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Integrate Salesforce Lightning with Whatfix to fetch and display articles from your Salesforce Lightning repository as contextual links in the Self Help widget.
- 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.
The title provided here serves as the tag name for the default tag attached to all the fetched content.
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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.
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.