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Enterprise plan (not available for LSP plans)
Get in touch with Sales for licensing questions.
Salesforce Knowledge is an online content management system that helps businesses with their marketing, sales, and commerce needs. The connector is for both the Classic and the Lightning versions of Salesforce Knowledge.
The Source language of a project must match the Default language of Salesforce Knowledge configured in Knowledge Settings. English in Salesforce is actually English (United States) full locale.
The connector imports all updatable fields that have either string or textarea datatypes.
Note
As of November 1, 2022, the connector supports continuous localization workflows. If using these workflows, modifying an existing connector will not enable the functionality and a new connector must be created.
There are a number of use cases for the connector:
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Project managers can add files directly to projects from an online repository. Only documents that match the connector's source language or don't have any language set are listed.
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Set up the submitter portal allowing Submitters to add files to requests directly from the online repository. Only documents that match the connector's source language or don't have any language set are listed.
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Use automated project creation (APC) to have new projects automatically created when a change in the last modified date is detected for monitored files or a folder.
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Selected files are imported the very first time APC runs.
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Translating source articles
To allow article authors to manually trigger translations, define or create specific fields in Salesforce Knowledge. These fields will be used by the Phrase connector to trigger and track translation workflows. Use existing fields or create custom ones as needed.
Required field mappings
To ensure proper communication between Salesforce Knowledge and Phrase TMS, the following field configurations must be in place:
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Triggering translation requests
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Purpose:
Define which articles should be sent for translation.
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Setup:
Create or designate a field (e.g.,
Workflow_stage__c) that will hold a specific value (e.g., “Translate”)- recommended type: picklist -
Connector mapping:
In Phrase TMS, map this field to trigger translation only for articles that have this specified value.
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Tracking translation progress
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Purpose:
Automatically update an article’s status during the translation process.
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Setup:
Use the same field as above or create a separate one.
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Connector mapping:
Configure Phrase TMS to set this field’s value to something like when translation begins.
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Indicating translation completion
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Purpose:
Notify users that translation is complete.
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Setup:
Use the same field as above or create a separate one.
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Connector mapping:
Set this field’s value to something like once translations are pushed back to Salesforce.
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Defining target languages for automated project creation (APC)
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Purpose:
Specify which languages an article should be translated into.
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Setup:
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Create a custom field (e.g.,
Target_Languages__c). -
Field Type:
Multi-select picklist.
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Values:
Use language codes (e.g.,
fr, de, es) as API Names, not labels.
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Connector mapping:
Phrase TMS reads this field to create jobs only for the selected languages.
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Important
If accessing from a custom domain (ex. mydomain.phrase.jp), open an incognito browser window and log in via cloud.memsource.com or us.cloud.memsource.com to apply the authentication required for the creation or saving of the connector. After saving, the connector can be accessed via the custom domain.
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From the Settings
page, scroll down to the section.
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Click on Connectors.
The page opens.
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Click New connector.
The page opens.
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Change the Type to Salesforce Knowledge and provide a name for the connector.
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Provide the name of the host.
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Optionally define when articles are to be translated based on field value.
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Optionally define a field in the source articles to be changed to a selected value (e.g. translation ready) when the first translation is exported.
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Optionally define field value on post-translation.
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Select what status translations should have.
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Provide
Automated project creation only creates jobs for languages specified in the custom field identified by its Field Name (e.g.
Target_Languages__c). -
Click Connect to Salesforce.
A checkmark will appear if the connection was successful. A red exclamation point will appear if it wasn't. Hover over the icon to see additional details.
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Click Save.
The connector is added to the list on the page.