Export Salesforce Knowledge Articles: A Step-by-Step Guide

LAST UPDATED
September 4, 2024
Jason Gong
TL;DR

From Setup, enter Export Articles for Translation in the Quick Find box.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you're managing Salesforce, you might love Bardeen's AI automation tools. They help with data export, lead scoring, and more. Use it to save time and focus on high-value tasks.

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.

Automate your Salesforce workflows and save time on repetitive tasks. Start with Bardeen: Download Bardeen now.

Export Articles for Translation in Salesforce

To export articles specifically for translation purposes, Salesforce offers a built-in feature. Follow these steps:

  1. From Setup, enter 'Export Articles for Translation' in the Quick Find box, then select 'Export Articles for Translation'.
  2. Select the queue that contains the articles you're exporting.
  3. 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.
  4. Click 'Continue'.
  5. 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.
  6. Click 'Export Now'.
__wf_reserved_inherit

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:

  1. Log in to your Salesforce Production Org.
  2. Access the Heroku export article link: 'https://kbapps2.herokuapp.com/exportk2k/'.
  3. Choose 'Production' and provide your Salesforce login credentials.
  4. Select the filters for the articles you wish to export, such as Publication Status and Language.
  5. Export the articles in Salesforce Article importer format.
  6. 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:

  1. 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.
  2. 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.
  3. 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.

Contents
Automate Salesforce tasks with Bardeen

Bardeen's AI Agent can automate repetitive Salesforce tasks, saving you time and effort.

Get Bardeen free
Schedule a demo

Related frequently asked questions

Guide to Adding Contacts to HubSpot Lists: 2 Methods

Learn how to add contacts to HubSpot lists manually or via import for targeted marketing. Enhance your CRM strategy with efficient list management.

Read more
Guide to Writing Essays with ChatGPT: 5 Steps

Learn how to guide ChatGPT to write essays with detailed prompts, specific length requests, and utilizing ChatGPT Playground for creativity.

Read more
Easily Add Widgets to Notion: A Step-by-Step Guide

Learn how to easily add and customize widgets in Notion, including Indify widgets, to enhance your workspace's functionality and aesthetics.

Read more
How to Add Zoom to Outlook: Easy Integration Guide 2024

Learn to integrate Zoom with Outlook effortlessly. Follow our step-by-step guide to enhance your meeting scheduling in 2024.

Read more
Adding Contacts to HubSpot Lists: A Step-by-Step Guide

Learn how to add contacts to static and active lists in HubSpot for effective database segmentation, including step-by-step methods for manual and automated additions.

Read more
Efficiently Copy Formulas Down in Google Sheets: 3 Methods

Learn how to copy formulas down in Google Sheets using absolute references, ARRAYFORMULA, or shortcuts to enhance productivity and manage large datasets.

Read more
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
Reading time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.