The Confluence to Salesforce sync add-on requires Salesforce Knowledge Classic to be set up.
If you're using Salesforce Knowledge Lightning, please reach out to us: support@kolibridigital.com |
From the Salesforce Setup page, enter Knowledge Article Types in the Quick Find box, then select Knowledge Article Types ( Setup > Build > Customize > Knowledge > Knowledge Article Types )
Click the New Article Type button
Enter ConfluenceArticle as object name and label name
Then click save
Learn more about creating article types ( here )
On the ConfluenceArticle Article Type Page:
Under the Fields section click New
Select Text Area (rich)
Use ArticleContent as Field Label
Set Length to 131072 (the maximum field length)
Set Field Name to ArticleContent
Set Visible Lines to 50 and click Next
Set field visibility settings based on your needs and click Next
On the ArticleType Layout step make sure ConfluenceArticle Layout is checked
Click Save
On the ConfluenceArticle Article Type Page:
Under the Page Layouts section click Edit on ConfluenceArticle Layout
Verify that ArticleContent is part of the layout
Open the add-on management page and click "configure" at the Knowledge Sync: Confluence to Salesforce add-on.
This will open the configuration page where you will be able to connect your Salesforce Knowledge instance. Click Connect Salesforce Account
In order to start syncing, open any of your Confluence pages and look for the page sync option icon:
This will open the page syncronization options. If you haven't connected your Salesforce Knowledge instance yet you will see an error message here, Step 1 & 2 are required before you can start syncing.
To start the sync, click the Start synchronization button. It will create your article in Salesforce Knowledge.