TL;DR
Exporting knowledge articles in Salesforce can be done for backup, sharing, or translation purposes, using built-in features, Salesforce Data Loader, or Heroku. Salesforce offers a specific feature for exporting articles for translation, while Data Loader and Heroku provide solutions for general and bulk exports, including those with images.
Ensure to check user permissions and maintain file structure for successful exports and imports.
Streamline your Salesforce data management and automate the export process with Bardeen to save time and reduce manual errors.
How to Export Knowledge Articles in Salesforce
Exporting knowledge articles in Salesforce is a crucial task for organizations looking to back up their data, share information across platforms, or prepare content for translation. This guide provides comprehensive instructions on various methods to export knowledge articles from Salesforce.
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Export Articles for Translation in Salesforce
To export articles specifically for translation purposes, Salesforce offers a built-in feature. Follow these steps:
- From Setup, enter 'Export Articles for Translation' in the Quick Find box, then select 'Export Articles for Translation'.
- Select the queue that contains the articles you're exporting.
- Choose to export 'All articles' to export every article in the queue or 'Updated articles' to only export articles that have been modified or added since the last export.
- Click 'Continue'.
- Select the source and target language pairs you want to export. Salesforce creates a separate .zip file for every article type in each language pair.
- Click 'Export Now'.
Ensure to retain the .zip file structure for a successful import when the translation is complete.
Using Salesforce Data Loader for Exporting Knowledge Articles
For a more general export of knowledge articles, including those with images or in bulk, Salesforce Data Loader can be used. However, it's important to note that one of the excerpts mentioned that Data Loader might not work for articles containing images. In such cases, consider using third-party apps like Heroku for exporting.
Exporting Articles Using Heroku
Heroku offers a solution for exporting articles from Salesforce without needing any installation. Follow these steps:
- Log in to your Salesforce Production Org.
- Access the Heroku export article link: 'https://kbapps2.herokuapp.com/exportk2k/'.
- Choose 'Production' and provide your Salesforce login credentials.
- Select the filters for the articles you wish to export, such as Publication Status and Language.
- Export the articles in Salesforce Article importer format.
- A mail will be sent to the exported user with a download link for the exported articles.
This method allows exporting a maximum of 500 articles at a time and requires the user to have Sys Admin or CCBIC profiles in Salesforce.
Looking to streamline your Salesforce data management? Check out our guide on Salesforce integration and workflow automation for SDRs and Sales Ops teams.
General Tips for Exporting Knowledge Articles
When exporting knowledge articles, whether for translation or other purposes, it's essential to:
- Check the Knowledge user checkbox for the required user.
- Ensure the user has read/edit/create article permissions.
- Verify that the Article type and data category are identical in both the source and target orgs if importing to another Salesforce org.
Following these guidelines will help ensure a smooth export and import process for your Salesforce knowledge articles.
Automate Salesforce: Sync with HubSpot and Notion Easily
While exporting knowledge articles in Salesforce manually is a crucial step for data management, automation can significantly streamline this process, enhancing efficiency and accuracy. By leveraging Bardeen's automation capabilities, you can automate repetitive tasks related to Salesforce data handling and focus on more strategic activities.
Consider these automation examples:
- Save a Salesforce account to HubSpot as new company: Seamlessly sync account information between Salesforce and HubSpot, ensuring your sales and marketing teams are always aligned.
- Copy all Salesforce accounts to Notion: Centralize your account data by automatically transferring it from Salesforce to a Notion database, facilitating better team collaboration and data accessibility.
- Save a Salesforce contact as a new HubSpot contact: Enhance your CRM strategy by automatically syncing contacts between Salesforce and HubSpot, keeping all customer interactions up-to-date.
Automating your Salesforce workflows with Bardeen not only saves time but also reduces the risk of manual errors, allowing you to maintain a clean and organized database. Start automating today by downloading the Bardeen app at Bardeen.ai/download.
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