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Create New Article from Case

Automatically create a new article based on a case in Salesforce.

Select template

The content will load based on the default template. Select an alternative from the Select template drop-down menu. 

Location

Choose the site location (path) where the article will live. Default is set to homepage.

Title

Automatically pulls subject from case into article title. This field can be modified.

Issue

Automatically pulls description from case into the first section of the article. This template setting can be modified.

If Add case description to page summary is selected in configuration setup, the newly created page will include a page summary that is populated by the Salesforce Case Description.

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