SalesForce compatible output format (not integrated)

Forum|Forum|4 years ago
April 15, 2021
3 replies
475 views

Is there a best output format for content that would be destined to a remote SalesForce KB where it is not possible to integrate directly with RoboHelp?

I expect limitations such as internal linking, etc. that would not carry over. I am looking for a way to make it easier for someone to copy/paste or otherwise add the content into SalesForce without having to type all of the content in directly.

Thanks in advance.

This topic has been closed for replies.

Jeff_Coatsworth

Community Expert

You didn't make it clear about you being an outside provider that wasn't able to work within the environment of the client (frankly, that's kind of abnormal AFAIK in the provider/client relationship).

S

Stefan Gentz

Community Manager

Have you tried to create a Publish Profile for Salesforce?

You can then create an Output Preset and publish directly to SFKB:

C

ckelsoeAuthor

Known Participant

I cannot publish to this SalesForce instance. I also expect that if I provided the ASPX output there would be a conflict with their existing content, which needs to remain intact.

I am looking for a way to manage the content I need to have them add in RoboHelp but generate output that would help that customer's team to add the relevant content into their environment.

The answer may be a simple as providing them the content in Word and let them copy and paste from Word. That is fine if that is the best I can do from RoboHelp.

RoboHelp 2020.4.173

S

Stefan Gentz

Community Manager

What exactly does "I cannot publish to this SalesForce instance" mean? Is it a technical issue? Or is it an access/rights issue (your customer does not allow you to publish from your RoboHelp to their SFKB)? If it's a rights issue, it is probably best to discuss this with your customer on a business relationship / contractual and IT level.

An alternative might be to hand over the RoboHelp project to the customer and let them publish it directly to SFKB. You could also directly collaborate with them, e.g., through GitHub which would avoid sending whole projects around and get into sync challenges.

It's obviously not the best you can do from RoboHelp to create a word document and then let your customer copy and paste stuff. The best is to publish directly to Salesforce KB from RoboHelp.

Or do I misunderstand something?

Jeff_Coatsworth

Community Expert

I thought you could select SaleForce as an output choice and it would generate .aspx files for you to either manually transfer or publish directly to SF.

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