Translate Salesforce Custom Labels: A Step-by-Step Guide

LAST UPDATED
September 4, 2024
Jason Gong
apps
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TL;DR

Enable Translation Workbench in Setup, then add languages and translate labels.

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

If you're dealing with translations, you might love our automation for Salesforce. It helps automate translations and other repetitive tasks, saving you time.

Translating custom labels in Salesforce is essential for creating a seamless experience for global users. In this step-by-step guide, we'll walk you through the process of translating custom labels using Salesforce's Translation Workbench. By following these best practices and leveraging automation tools, you can efficiently manage translations and ensure your Salesforce application is accessible to users worldwide.

Introduction to Salesforce Custom Labels

Custom labels in Salesforce are text values that can be accessed from Apex classes, Visualforce pages, or Lightning components. They allow developers to create multilingual applications by defining translatable text strings centrally. Custom labels are stored in the application's metadata and can be easily managed and updated.

Translating custom labels is crucial for global Salesforce applications. By providing translations for custom labels, you ensure that users across different regions and languages can interact with your application in their preferred language. This enhances user experience, adoption, and satisfaction.

  • Custom labels store translatable text strings
  • They are accessed from Apex, Visualforce, or Lightning components
  • Translations improve global user experience and adoption

In the following sections, we'll guide you through setting up the Translation Workbench, translating custom labels, and managing translations effectively.

Setting Up Translation Workbench

To start translating custom labels in Salesforce, you first need to set up the Translation Workbench. Follow these steps to enable and configure it:

  1. Go to Setup > Company Settings > Language Settings
  2. Check the "Enable Translation Workbench" option
  3. Click "Save"
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Go to Setup > Company Settings > Language Settings

Next, add the languages you want to support for translations:

  1. Go to Setup > Translation Workbench > Translation Language Settings
  2. Click "Add" to select the desired languages
  3. Save your changes
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Go to Setup > Translation Workbench > Translation Language Settings

It's essential to add and manage all the required languages before starting the translation process. This ensures that you have a centralized place to handle translations for each language.

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Once the Translation Workbench is enabled and languages are added, you're ready to start translating your custom labels. For more tips on managing your sales process, check out sales prospecting automation tools.

Translating Custom Labels Using Translation Workbench

With the Translation Workbench set up, you can now translate your custom labels. Here's a step-by-step guide:

  1. Go to Setup > Translation Workbench > Override Custom Labels
  2. Select the Language you want to translate labels for
  3. Click "Search" to view all custom labels, or use filters to find specific labels
  4. Click "Edit" next to a label to open the translation editor
  5. Enter the translated text in the "Translation" field for each language
  6. Click "Save" to store your translations

Repeat this process for all custom labels you want to translate. You can also use the inline editing feature to translate labels directly from the search results page.

Tips for translating custom labels:

  • Ensure translations accurately convey the original meaning
  • Keep translations concise and clear
  • Consider cultural differences and local terminology
  • Maintain consistency across related labels

By following these steps and tips, you can efficiently translate your custom labels using the Translation Workbench in Salesforce.

Best Practices for Managing Label Translations

Managing label translations across multiple languages can be challenging, but following best practices can help ensure consistency and accuracy. Here are some tips:

  1. Establish a consistent naming convention for labels to make them easier to identify and translate
  2. Provide context for each label to help translators understand its intended meaning and usage
  3. Use translation memory tools to store and reuse previously translated content, ensuring consistency across similar labels
  4. Collaborate with native speakers or professional translators who have expertise in the target language and culture
  5. Implement a review process to validate translations, checking for accuracy, clarity, and cultural appropriateness
  6. Regularly update translations as labels are added, modified, or removed in the original language

When working with translators, provide them with:

  • A glossary of common terms and their preferred translations
  • Style guides outlining tone, voice, and formatting conventions
  • Access to the Salesforce application for context
  • Feedback and guidance throughout the translation process
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By collaborating closely with translators and establishing clear guidelines, you can ensure high-quality, consistent label translations that enhance your global Salesforce application. For more on sales intelligence, check out our resources.

Automating and Integrating Translations in Salesforce

Automating translations in Salesforce can save time and streamline the localization process. Here are some tools and methods to consider:

  1. Translation Studio by 1440: This app integrates with Salesforce to automate translations, allowing you to manage and review translations directly within Salesforce.
  2. Salesforce Translation Workbench: Leverage the built-in functionality of the Translation Workbench to export and import translations, reducing manual effort.
  3. Custom Apex code: Develop custom Apex code to automate the export and import of translations, tailoring the process to your specific requirements.
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Translation Studio by 1440

Integrating external translation services or APIs can further enhance the automation process. Some options include:

  • DeepL API: Integrate DeepL's translation API with Salesforce to automate high-quality translations and improve communication with global customers.
  • Google Cloud Translation API: Utilize Google's translation API to translate labels and content within Salesforce, leveraging the power of machine translation.
  • Professional translation services: Integrate with third-party translation services that offer API access, ensuring human-quality translations for critical content.

When integrating external services, consider factors such as API limits, costs, and data security. By automating and integrating translations, you can efficiently manage the localization process and deliver a seamless multilingual experience in Salesforce. For more on improving sales processes, explore sales prospecting automation.

Automate Salesforce with Bardeen: Enhance Productivity

Translating custom labels in Salesforce is essential for supporting multilingual applications and reaching a global audience. While Salesforce's Translation Workbench offers a manual way to handle translations, automating Salesforce tasks can significantly streamline your workflows. Automation with Bardeen not only saves time but also ensures consistency across your Salesforce instance, making it an invaluable tool for teams looking to enhance their productivity. Here are a few examples of how Bardeen can automate Salesforce tasks:

  1. Create a new Salesforce lead when a label is added to an email: Automatically capture potential leads from your email interactions directly into Salesforce, ensuring no opportunities are missed.
  2. Import Company Details into Salesforce: Effortlessly add new accounts to Salesforce with company name and domain, enhancing your lead management process.
  3. Create a new Salesforce opportunity: Streamline your sales process by quickly adding new opportunities to your Salesforce CRM, allowing your team to focus on closing deals.

Embrace the power of automation and make the most of your Salesforce experience. Get started by downloading the Bardeen app.

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