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LeahJoVance
Participant
March 27, 2013
Question

Is there a RH output format that is compatible with publishing out to a CRM, such as Salesforce?

  • March 27, 2013
  • 5 replies
  • 567 views

In the past I've always created online help for use with applications or from a browser on the web. I'm now in a position where my users are hardcore Salesforce.com users. So the question becomes - is Salesforce.com a potential platform on which to store online help? Can anyone tell me if there is a format and reasonable method for posting RH online help files into a CRM such as Salesforce.com?

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5 replies

Jeff_Coatsworth
Community Expert
Jeff_CoatsworthCommunity Expert
Community Expert
March 27, 2013

You would probably have to have Salesforce do some custom programming to make the link to your WebHelp files - I don't believe SF coding is plug & play - contact them for more details.

Captiv8r
Captiv8r
Legend
March 27, 2013

Okay, it strikes me that you likely need to clarify your question/desire.

I interpreted you to ask what format would work alongside Salesforce.com. Jeff seems to have interpreted you to ask how you might link Salesforce.com to your help.

But in re-reading the question, it would seem you are asking if the help can be actually stored within Salesforce.com, no?

In that case it would possibly seem you are confusing initialisms. As I understand it, CRM is Customer Relations Management and deals with databases holding information about your customers. I'm wondering if you may be confusing this with a CMS (Content Management System) where you store helpful content?

Cheers... Rick

Jeff_Coatsworth
Community Expert
Jeff_CoatsworthCommunity Expert
Community Expert
March 27, 2013

SF has both internal KB structures for help and links to other locations on your hosted SF website, but I'm pretty sure you have to pay for them to mess with the code to allow you to link to your help from within SF. We've got one division round here that uses it for all support & product updates and it's heavily customized. Even they haven't tried putting their help (created in RH) up on it.

Captiv8r
Captiv8r
Legend
March 27, 2013

Hi there

Salesforce.com would appear by its very name to be something you operate using a browser, no?

In that case, why wouldn't WebHelp or Multiscreen work?

Cheers... Rick

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