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Publish an article from Salesforce GeniusLink (Legacy)

This is a legacy integration. See the latest Salesforce integrations.

 

Prerequisites

  • Write access to the directory where articles are to be published.
  • Users need to be pro members.
  • Touchpoint for Salesforce installed and configured.

Part 1: Create a new article

  1. Navigate to any case.
  2. Locate the MindTouch integration (right side of page).  
  3. Click the Publish link.

Part 2: Review pre-assigned information

The Publishing section automatically assigns the case subject as the article title (Issue) and populates the body with case comments and their respective authors (Solution).

Screen Shot 2014-11-06 at 5.03.15 PM.png

Part 3: Publish the article to MindTouch

  1. Edit the content in the publishing section as necessary.
  2. Click on Suggest article to submit this article to your MindTouch site.

The article will automatically post as a child page of the configured directory. (Example: if Drafts/ is our configured directory, the article will be created as Drafts/Power_generation_below_stated_level

  1. A success message verifies the article was published.

 File:Draft/Publishing_an_article_to_MindTouch/article_relation_2.png
 

  1. The published article automatically links to the current case as well. 

article_relation.png
 

Overwrite an article

To overwrite an already produced article in MindTouch, perform the following steps:

  1. Click the Publish link
  2. When prompted, click Overwrite article

overwrite.png

  1. Click Suggest article.
  2. When prompted choose to either Overwrite the article or Cancel the publish action.

Screen Shot 2014-11-06 at 5.04.13 PM.png

The retrieved case title (Issue) and case comments (Solution) data is pulled from Salesforce, not MindTouch. 

  1. The integration displays the link of the successfully updated article.

success.png 

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