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MindTouch Success Center

Search and View MindTouch Content in Service Cloud

Automatically search MindTouch content based on submitted tickets and view MindTouch content without leaving Salesforce.

Enable content searching and viewing in Salesforce as part of MindTouch for Salesforce Service Cloud integration.

Search tab

The Search tab auto-populates results based on the case subject.

  • Manually enter new searches in the search field
  • Use the Refine search drop-down field to filter results based on your MindTouch content hierarchy
  • Click an article title to auto-open the article in the View tab
  • Click Link to case to connect the article to MindTouch Related articles case history and copy the link to clipboard

MindTouch-for-Salesforce-Search-Tab.png

View Tab

The View tab displays MindTouch content without leaving the Salesforce interface.

  • Click Link to case to connect the article to MindTouch Related articles case history and copy the link to clipboard
  • Use navigation (previous and next arrows, home icon) to see other MindTouch content
  • Click the Open icon to open the article in a browser window

MindTouch-for-Salesforce-View-Tab.png

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