Integrate Salesforce Lightning Repository
- 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.
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:
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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.
Note:
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.
Info:
After you have created an Integration request, your repository is listed under Integrated Repositories in the processing state.
Info:
- 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.
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