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In this Use & Optimize video, learn how to import your external content into Salesforce Knowledge. Add articles to Salesforce Knowledge to give your service agents, customers and others a vital support tool.
Learn these steps to import articles:
- Prework
- Create the Root, Properties, and Data folders
- Create the .CSV file
- Create and import the .ZIP file
- Review your articles
For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: cs.salesforce.com/portraits/a...
0:00 Intro and Overview
0:46 Prework
2:02 Demo: Create the Root, Properties, and Data Folders
3:18 Demo: Create the Data and Images Folder
4:24 Demo: Create the .CSV File
5:12 Demo: Create and Import the .ZIP File
6:07 Demo: Review Your Articles
6:32 Next Steps and Outro
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Use & Optimize: Service Cloud: Import External Content in Knowledge
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments - including marketing, sales, commerce, and service - a single, shared view of every customer.