Salesforce Knowledge Connector

Connect Salesforce Lightning Knowledge to Smartling

With the Salesforce Knowledge connector, you can translate Salesforce Knowledge Base articles in Smartling and upload translated content back into Salesforce. The Smartling Connector supports both Salesforce Lightning and Salesforce Classic. 

This article outlines the steps to connecting Smartling with Salesforce Lightning. For information on how to connect Smartling to Salesforce Classic, read this article.

Configuring Salesforce Lightning

  1. Enable and set up your Salesforce Knowledge Lightning account.
  2. To install the Smartling Connector Package, contact your Smartling Representative to obtain the Package link. Once you have installed the Package, proceed with the next steps.
  3. Choose whether to install for All users or Admins only.
  4. Enable languages in Knowledge Settings. Ensure all target languages are Active.Screenshot_2021-04-22_at_12.43.55.png
  5. Create or edit an existing profile.
    • Under “Administrative permissions” check: “API Enabled”.
    • This is required for the Smartling Connector to access the articles.Screenshot_2021-04-22_at_12.58.39.png
    • Under "Knowledge Base permissions" check “Read, Create, Edit” permissions.
    • This is required for the Smartling Connector to read articles and detect changes to the content.Screenshot_2021-04-22_at_12.59.19.png
    • Under the “General user permissions” check:
      • Manage articles” - This is required for creating translations.
      • Article Translation - Edit”, “Article Translation - Publish”, “Article Translation - Submit for Translation” -  This is required for managing translations.Screenshot_2021-04-22_at_13.00.00.png
      • View Archived Articles”, “View draft articles” - This is required for listing articles in the Smartling Dashboard.Screenshot_2021-04-22_at_13.01.33.png
  6. Create new or edit an existing user
    • Click on the user profile
    • Check "Knowledge User" - This is required for accessing and creating draft articlesScreenshot_2021-04-22_at_13.02.14.png

Configure Smartling

  1. Create a SFKB Connector project type in your Smartling account.
  2. From within this project, click Project Settings > Salesforce Knowledge Base Settings.
  3. Choose to connect Smartling to a sandbox or production environment.
  4. Follow the steps to log into your SFKB.

Screenshot_2021-04-22_at_14.46.35.png

Your Salesforce Knowledge Base instance will now be connected to your Smartling project.

SFKB Connector Configuration

General 

You can configure the behavior of the connector when content in your source change.

  1. From within your Smartling SFKB Project, click on Project Settings > SFKB Settings
  2. Click the Changed Content Behavior dropdown to select your desired behavior.
  3. Click Save

Changed Content Behavior

  • Auto: The SFKB Connector will detect changes to source content every 3 hours. Any changes detected to the source content will be submitted to Smartling for translation, batched into a job and sit in awaiting authorization. Smartling will not detect net new content, only updates to content that have been submitted for translation in the past.
  • Manual: The SFKB Connector will detect changes to source content every 3 hours, but will not submit new content for translation. Changed content will be indicated by a checkmark in the Outdated column in SFKB > Translation Progress (Classic) and in the SFKB Asset List (New Experience) 
  • Disabled: The SFKB Connector will not detect changes to source content or automatically submit new changes.

3 hours is the recommended shortest time duration between checks. Talk to your Solutions Architect about changing the frequency to longer wave periods using cron.

Language Configuration 

  1. From within your Smartling SFKB Project, click on Project Settings > SFKB Settings
  2. In the Language Configuration section, you will see the number of target languages in your Smartling project. These details should match dropdown menus with your SFKB language configuration
  3. Choose the correct target language from the dropdown menu to map the language in your SFKB language configuration to your Smartling project target language
  4. Click Save

If you decide to change any language mapping after completing the initial configuration, contact your Customer Success Manager or Solutions Architect to assist in reconfiguring target language mapping in Smartling. 

Content Parsing

Under Content Parsing: 

  • Select your Salesforce Article Types and click Save
  • Select the type of content each article section will be made up of (for example, HTML for the body).
  • Click Save

Lightning Knowledge 

If you are using Salesforce Lightning, you must select Use Lightning Knowledge instead of Classic.

Smartling Settings

Talk to your Customer Success Manager or Solutions Architect about options on auto-authorization, translation retrieval, and file namespace.

Your Customer Success Manager or Solutions Architect will be able to help configure your desired placeholder format using custom placeholder (regular expression). Content matching this regular expression will not be editable by translators.

Your Salesforce Knowledge connector is now configured and articles are automatically downloaded to Smartling for translation.

Ready to begin translating SFKB Content? Learn how in our Salesforce Knowledge Base translation guide.

For more information on translating Salesforce Knowledge articles, read their documentation.

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