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Integrate Salesforce Lightning Repository
  • 24 Feb 2025
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Integrate Salesforce Lightning Repository

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Article summary

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:

  1. On the Whatfix Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click Repositories.
    ia_left%20nav_repositories%20

  1. Click the Salesforce tile.
    salesforce_tile_repo

  2. Choose whether you want to integrate a sandbox account or a production account, and then click Next.
    RB_DB_SHintegratesalesforce

  3. Enter a Title and the URL of your Salesforce Lightning repository.
    RB_DB_RepofilldetailsSF

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

  2. Once the login page loads, enter your Salesforce Lightning credentials, and then click Log In.
    salesforce_login_popup

Info:

After you have created an Integration request, your repository is listed under Integrated Repositories in the processing state.
salesforce_repo_list

Info:
  • Once all the content is indexed, access them on the Whatfix dashboard.
    RB_DB_CRclickrepo
  • 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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