Skip to main content
 

How can we help?

Search

Install and Update

  • Updated

What you should know about installing Acrolinx for Salesforce Knowledge.

Before You Install

If you want to know whether this version of the Acrolinx Integration works with your local platforms, check our Compatibility Guide.

Before you install, make sure that you already have the following:

Salesforce Knowledge

Supported Salesforce Knowledge Versions

Acrolinx for Salesforce Knowledge Versions

Supported

Maintained

Deprecated

Support for Acrolinx AI Assistant and Suggestions

Summer '24

3.11.0

3.10.0

3.9.x and earlier

3.11.0 and later

Salesforce Knowledge 3.11

Install and Update Acrolinx for Salesforce Knowledge 3.11

Install

First, make sure you've installed everything you need – see the section What You Should Know Before Installing above.

To install Acrolinx in Salesforce, follow these steps:

  1. Request the installation URL and installation key. You'll need to use the URL specific to the type of instance you want to install.

    Install a production instance

    URL:  https://login.salesforce.com/packaging/installPackage.apexp?p0=04tUV0000001OzZYAU
Key:  lfQdkNb3ike6qx

    Install a sandbox instance

    URL: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tUV0000001OzZYAU
Key: lfQdkNb3ike6qx

    Tip

    Want to see a complete list of the package components? Click View Components at the bottom of the install page for Acrolinx for Salesforce Knowledge.

  2. Follow the Salesforce instructions for installing managed packages.

    Warning

    After you install the integration, you'll need to take some extra steps before you can check your Salesforce content with Acrolinx. Visit the Acrolinx for Salesforce Knowledge Admin Guide for these details.

Update

To update Acrolinx for Salesforce Knowledge, follow the steps under Install. You don't need to remove the older version first.

Once you've installed the updated version of Acrolinx for Salesforce Knowledge, follow the steps in the Admin Guide to complete the setup. Before you set up automated checking, be sure to disable the old score calculation trigger.

Notice

Depending on your previous installation, you may find that some of the setup steps for Acrolinx for Salesforce Knowledge are already complete.

Remove Score Calculation Trigger

Before you set up automated checking, you'll need to remove the old score calculation trigger if you have one. This process differs slightly depending on the type of trigger you have.

Remove an Individual Trigger

To remove an individual score calculation trigger from Salesforce, to the following:

  1. Manually create an archive with the files destructiveChanges.xml and package.xml.

    Tip

    Replace TriggerName and TriggerClassName with the corresponding names that are used in your org.

    destructiveChanges.xml:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>[TriggerName]</members>
        <name>ApexTrigger</name>
    </types>
    <types>
        <members>[TriggerTestClassName]</members>
        <name>ApexClass</name>
    </types>


    <version>59.0</version>
</Package>

    package.xml:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
   <version>59.0</version>
</Package>

  2. Sign in to Salesforce Workbench at https://workbench.developerforce.com/. Select your preferred environment (sandbox or production) from the dropdown in the top-right corner.

  3. Navigate to Migration > Deploy.

  4. Choose the archive files you created in step 1, and select Rollback on Error and Single Package.

  5. In the dropdown next to Test Level, select RunAllTests. Next to Run Tests type the name of the trigger test class TriggerTestClassName. Click Next.

  6. Click Deploy to start your deployment. You'll see the status Succeeded once the deployment is complete.

  7. Go to Object Manager > Knowledge__kav > triggers to make sure the trigger was removed.

Remove an Embedded Trigger

To remove an embedded score calculation trigger from Salesforce, to the following:

  1. If you have a separate test class, follow the steps under Remove an Individual Trigger to remove it. If this is the case, you'll only need to use the destructiveChanges.xml with the test class since the trigger class doesn't need to be deleted:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>[TriggerTestClassName]</members>
        <name>ApexClass</name>
    </types>
    <version>59.0</version>
</Package>

  2. In your sandbox org, remove the following line of code from the Apex trigger for your Knowledge object (usually Knowledge__kav) r:

    (new AcrolinxApp.KnowledgeObj()).onTrigger();

  3. Connect your sandbox and production orgs:

    1. From Setup, enter “Deployment” in the Quick Find box. Select Deployment Settings, and click Continue.

    2. Click Edit next to the Sandbox org name and select Allow Inbound Changes.

    3. Click Save.

  4. Create an outbound change set in your sandbox org:

    1. From Setup, enter “Outbound Change Sets” in the Quick Find box. Select Outbound Change Sets, and click Continue.

    2. Click New and enter a Name and Description. Click Save.

    3. Click the name of a change set in the Change Sets list. Click Add under Change Set Components.

      • Select Apex Trigger from the Component Type dropdown. Select the trigger that you've created and click Add to Change Set.

      • Select Apex Class from the Component Type dropdown. Select the test class that you’ve created and click on Add to Change Set.

    4. Click Upload in the Change Set detail section.

    5. Select Target Organization (production org) and click Upload.

  5. Deploy an inbound change set in your production org:

    1. From Setup, enter “Inbound Change Sets” in the Quick Find box. Select Inbound Change Sets, and click Continue.

    2. Click Validate next to Change Set Name. In the Validate Change Set section, select Default under Choose a Test Option.

    3. Click Validate next to Choose a Test Option and then click OK.

    4. Once validation is successful, go to the Inbound Change Sets page. Click Deploy next to the change set you want to use.

Salesforce Knowledge 3.10

Install and Update Acrolinx for Salesforce Knowledge 3.10

Install

First, make sure you've installed everything you need – see the section What You Should Know Before Installing above.

To install Acrolinx in Salesforce, follow these steps:

  1. Request the installation URL and installation key. You'll need to use the URL specific to the type of instance you want to install.

    Install a Production Instance

    URL:  https://login.salesforce.com/packaging/installPackage.apexp?p0=04tUV0000000sy5YAA
Key:  lfQdkNb3ike6qx

    Install a Sandbox Instance

    URL: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tUV0000000sy5YAA
Key: lfQdkNb3ike6qx

    Tip

    Want to see a complete list of the package components? Click View Components at the bottom of the install page for Acrolinx for Salesforce Knowledge.

  2. Follow the Salesforce instructions for installing managed packages.

    Warning

    After you install the integration, you'll need to take some extra steps before you can check your Salesforce content with Acrolinx. Visit the Acrolinx for Salesforce Knowledge Admin Guide for these details.

Update

To update Acrolinx for Salesforce Knowledge, follow the steps under Install. You don't need to remove the older version first.

Once you've installed the updated version of Acrolinx for Salesforce Knowledge, follow the steps in the Admin Guide to complete the setup. Before you set up automated checking, be sure to disable the old score calculation trigger.

Notice

Depending on your previous installation, you may find that some of the setup steps for Acrolinx for Salesforce Knowledge are already complete.

Remove Score Calculation Trigger

Before you set up automated checking, you'll need to remove the old score calculation trigger if you have one. This process differs slightly depending on the type of trigger you have.

Remove an Individual Trigger

To remove an individual score calculation trigger from Salesforce, to the following:

  1. Manually create an archive with the files destructiveChanges.xml and package.xml.

    Tip

    Replace TriggerName and TriggerClassName with the corresponding names that are used in your org.

    destructiveChanges.xml:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>[TriggerName]</members>
        <name>ApexTrigger</name>
    </types>
    <types>
        <members>[TriggerTestClassName]</members>
        <name>ApexClass</name>
    </types>


    <version>59.0</version>
</Package>

    package.xml:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
   <version>59.0</version>
</Package>

  2. Sign in to Salesforce Workbench at https://workbench.developerforce.com/. Select your preferred environment (sandbox or production) from the dropdown in the top-right corner.

  3. Navigate to Migration > Deploy.

  4. Choose the archive files you created in step 1, and select Rollback on Error and Single Package.

  5. In the dropdown next to Test Level, select RunAllTests. Next to Run Tests type the name of the trigger test class TriggerTestClassName. Click Next.

  6. Click Deploy to start your deployment. You'll see the status Succeeded once the deployment is complete.

  7. Go to Object Manager > Knowledge__kav > triggers to make sure the trigger was removed.

Remove an Embedded Trigger

To remove an embedded score calculation trigger from Salesforce, to the following:

  1. If you have a separate test class, follow the steps under Remove an Individual Trigger to remove it. If this is the case, you'll only need to use the destructiveChanges.xml with the test class since the trigger class doesn't need to be deleted:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>[TriggerTestClassName]</members>
        <name>ApexClass</name>
    </types>
    <version>59.0</version>
</Package>

  2. In your sandbox org, remove the following line of code from the Apex trigger for your Knowledge object (usually Knowledge__kav) r:

    (new AcrolinxApp.KnowledgeObj()).onTrigger();

  3. Connect your sandbox and production orgs:

    1. From Setup, enter “Deployment” in the Quick Find box. Select Deployment Settings, and click Continue.

    2. Click Edit next to the Sandbox org name and select Allow Inbound Changes.

    3. Click Save.

  4. Create an outbound change set in your sandbox org:

    1. From Setup, enter “Outbound Change Sets” in the Quick Find box. Select Outbound Change Sets, and click Continue.

    2. Click New and enter a Name and Description. Click Save.

    3. Click the name of a change set in the Change Sets list. Click Add under Change Set Components.

      • Select Apex Trigger from the Component Type dropdown. Select the trigger that you've created and click Add to Change Set.

      • Select Apex Class from the Component Type dropdown. Select the test class that you’ve created and click on Add to Change Set.

    4. Click Upload in the Change Set detail section.

    5. Select Target Organization (production org) and click Upload.

  5. Deploy an inbound change set in your production org:

    1. From Setup, enter “Inbound Change Sets” in the Quick Find box. Select Inbound Change Sets, and click Continue.

    2. Click Validate next to Change Set Name. In the Validate Change Set section, select Default under Choose a Test Option.

    3. Click Validate next to Choose a Test Option and then click OK.

    4. Once validation is successful, go to the Inbound Change Sets page. Click Deploy next to the change set you want to use.

Archived versions

Salesforce Knowledge 3.9

Install and Update Acrolinx for Salesforce Knowledge 3.9

Install

First, make sure you've installed everything you need – see the section What You Should Know Before Installing above.

To install Acrolinx in Salesforce, follow these steps:

  1. Request the installation URL and installation key. You'll need to use the URL specific to the type of instance you want to install.

    Install a Production Instance

    URL:  https://login.salesforce.com/packaging/installPackage.apexp?p0=04tUV0000000LxJYAU
Key:  lfQdkNb3ike6qx

    Install a Sandbox Instance

    URL: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tUV0000000LxJYAU
Key: lfQdkNb3ike6qx

    Tip

    Want to see a complete list of the package components? Click View Components at the bottom of the install page for Acrolinx for Salesforce Knowledge.

  2. Follow the Salesforce instructions for installing managed packages.

    Warning

    After you install the integration, you'll need to take some extra steps before you can check your Salesforce content with Acrolinx. Visit the Acrolinx for Salesforce Knowledge Admin Guide for these details.

Update

To update Acrolinx for Salesforce Knowledge, follow the steps under Install. You don't need to remove the older version first.

Once you've installed the updated version of Acrolinx for Salesforce Knowledge, follow the steps in the Admin Guide to complete the setup. Before you set up automated checking, be sure to disable the old score calculation trigger.

Notice

Depending on your previous installation, you may find that some of the setup steps for Acrolinx for Salesforce Knowledge are already complete.

Remove Score Calculation Trigger

Before you set up automated checking, you'll need to remove the old score calculation trigger if you have one. This process differs slightly depending on the type of trigger you have.

Remove an Individual Trigger

To remove an individual score calculation trigger from Salesforce, to the following:

  1. Manually create an archive with the files destructiveChanges.xml and package.xml.

    Tip

    Replace TriggerName and TriggerClassName with the corresponding names that are used in your org.

    destructiveChanges.xml:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>[TriggerName]</members>
        <name>ApexTrigger</name>
    </types>
    <types>
        <members>[TriggerTestClassName]</members>
        <name>ApexClass</name>
    </types>


    <version>59.0</version>
</Package>

    package.xml:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
   <version>59.0</version>
</Package>

  2. Sign in to Salesforce Workbench at https://workbench.developerforce.com/. Select your preferred environment (sandbox or production) from the dropdown in the top-right corner.

  3. Navigate to Migration > Deploy.

  4. Choose the archive files you created in step 1, and select Rollback on Error and Single Package.

  5. In the dropdown next to Test Level, select RunAllTests. Next to Run Tests type the name of the trigger test class TriggerTestClassName. Click Next.

  6. Click Deploy to start your deployment. You'll see the status Succeeded once the deployment is complete.

  7. Go to Object Manager > Knowledge__kav > triggers to make sure the trigger was removed.

Remove an Embedded Trigger

To remove an embedded score calculation trigger from Salesforce, to the following:

  1. If you have a separate test class, follow the steps under Remove an Individual Trigger to remove it. If this is the case, you'll only need to use the destructiveChanges.xml with the test class since the trigger class doesn't need to be deleted:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>[TriggerTestClassName]</members>
        <name>ApexClass</name>
    </types>
    <version>59.0</version>
</Package>

  2. In your sandbox org, remove the following line of code from the Apex trigger for your Knowledge object (usually Knowledge__kav) r:

    (new AcrolinxApp.KnowledgeObj()).onTrigger();

  3. Connect your sandbox and production orgs:

    1. From Setup, enter “Deployment” in the Quick Find box. Select Deployment Settings, and click Continue.

    2. Click Edit next to the Sandbox org name and select Allow Inbound Changes.

    3. Click Save.

  4. Create an outbound change set in your sandbox org:

    1. From Setup, enter “Outbound Change Sets” in the Quick Find box. Select Outbound Change Sets, and click Continue.

    2. Click New and enter a Name and Description. Click Save.

    3. Click the name of a change set in the Change Sets list. Click Add under Change Set Components.

      • Select Apex Trigger from the Component Type dropdown. Select the trigger that you've created and click Add to Change Set.

      • Select Apex Class from the Component Type dropdown. Select the test class that you’ve created and click on Add to Change Set.

    4. Click Upload in the Change Set detail section.

    5. Select Target Organization (production org) and click Upload.

  5. Deploy an inbound change set in your production org:

    1. From Setup, enter “Inbound Change Sets” in the Quick Find box. Select Inbound Change Sets, and click Continue.

    2. Click Validate next to Change Set Name. In the Validate Change Set section, select Default under Choose a Test Option.

    3. Click Validate next to Choose a Test Option and then click OK.

    4. Once validation is successful, go to the Inbound Change Sets page. Click Deploy next to the change set you want to use.

Salesforce Knowledge 3.8

Install and Update Acrolinx for Salesforce Knowledge 3.8

Install

First, make sure you've installed everything you need – see the section What You Should Know Before Installing above.

To install Acrolinx in Salesforce, follow these steps:

  1. Request the installation URL and installation key. You'll need to use the URL specific to the type of instance you want to install.

    Install a Production Instance

    URL:  https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5w000005hlEmAAI
Key:  lfQdkNb3ike6qx

    Install a Sandbox Instance

    URL: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5w000005hlEmAAI 
Key: lfQdkNb3ike6qx

    Tip

    Want to see a complete list of the package components? Click View Components at the bottom of the install page for Acrolinx for Salesforce Knowledge.

  2. Follow the Salesforce instructions for installing managed packages.

    Warning

    After you install the integration, you'll need to take some extra steps before you can check your Salesforce content with Acrolinx. Visit the Acrolinx for Salesforce Knowledge Admin Guide for these details.

Update

To update Acrolinx for Salesforce Knowledge, follow the steps under Install. You don't need to remove the older version first.

Once you've installed the updated version of Acrolinx for Salesforce Knowledge 3.8, follow the steps in the Admin Guide to complete the setup. Before you set up automated checking, be sure to disable the old score calculation trigger.

Notice

Depending on your previous installation, you may find that some of the setup steps for Acrolinx for Salesforce Knowledge are already complete.

Remove Score Calculation Trigger

Before you set up automated checking, you'll need to remove the old score calculation trigger if you have one. This process differs slightly depending on the type of trigger you have.

Remove an Individual Trigger

To remove an individual score calculation trigger from Salesforce, to the following:

  1. Manually create an archive with the files destructiveChanges.xml and package.xml.

    Tip

    Replace TriggerName and TriggerClassName with the corresponding names that are used in your org.

    destructiveChanges.xml:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>[TriggerName]</members>
        <name>ApexTrigger</name>
    </types>
    <types>
        <members>[TriggerTestClassName]</members>
        <name>ApexClass</name>
    </types>


    <version>59.0</version>
</Package>

    package.xml:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
   <version>59.0</version>
</Package>

  2. Sign in to Salesforce Workbench at https://workbench.developerforce.com/. Select your preferred environment (sandbox or production) from the dropdown in the top-right corner.

  3. Navigate to Migration > Deploy.

  4. Choose the archive files you created in step 1, and select Rollback on Error and Single Package.

  5. In the dropdown next to Test Level, select RunAllTests. Next to Run Tests type the name of the trigger test class TriggerTestClassName. Click Next.

  6. Click Deploy to start your deployment. You'll see the status Succeeded once the deployment is complete.

  7. Go to Object Manager > Knowledge__kav > triggers to make sure the trigger was removed.

Remove an Embedded Trigger

To remove an embedded score calculation trigger from Salesforce, to the following:

  1. If you have a separate test class, follow the steps under Remove an Individual Trigger to remove it. If this is the case, you'll only need to use the destructiveChanges.xml with the test class since the trigger class doesn't need to be deleted:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>[TriggerTestClassName]</members>
        <name>ApexClass</name>
    </types>
    <version>59.0</version>
</Package>

  2. In your sandbox org, remove the following line of code from the Apex trigger for your Knowledge object (usually Knowledge__kav) r:

    (new AcrolinxApp.KnowledgeObj()).onTrigger();

  3. Connect your sandbox and production orgs:

    1. From Setup, enter “Deployment” in the Quick Find box. Select Deployment Settings, and click Continue.

    2. Click Edit next to the Sandbox org name and select Allow Inbound Changes.

    3. Click Save.

  4. Create an outbound change set in your sandbox org:

    1. From Setup, enter “Outbound Change Sets” in the Quick Find box. Select Outbound Change Sets, and click Continue.

    2. Click New and enter a Name and Description. Click Save.

    3. Click the name of a change set in the Change Sets list. Click Add under Change Set Components.

      • Select Apex Trigger from the Component Type dropdown. Select the trigger that you've created and click Add to Change Set.

      • Select Apex Class from the Component Type dropdown. Select the test class that you’ve created and click on Add to Change Set.

    4. Click Upload in the Change Set detail section.

    5. Select Target Organization (production org) and click Upload.

  5. Deploy an inbound change set in your production org:

    1. From Setup, enter “Inbound Change Sets” in the Quick Find box. Select Inbound Change Sets, and click Continue.

    2. Click Validate next to Change Set Name. In the Validate Change Set section, select Default under Choose a Test Option.

    3. Click Validate next to Choose a Test Option and then click OK.

    4. Once validation is successful, go to the Inbound Change Sets page. Click Deploy next to the change set you want to use.

Salesforce Knowledge 3.7.2

Install and Update Acrolinx for Salesforce Knowledge 3.7.2

Install

First, make sure you've installed everything you need – see the section What You Should Know Before Installing above.

To install Acrolinx in Salesforce, follow these steps:

  1. Request the installation URL and installation key. You'll need to use the URL specific to the type of instance you want to install.

    Install a Production Instance

    URL:  https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5w000005hl3YAAQ
Key:  lfQdkNb3ike6qx

    Install a Sandbox Instance

    URL: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5w000005hl3YAAQ 
Key: lfQdkNb3ike6qx

    Tip

    Want to see a complete list of the package components? Click View Components at the bottom of the install page for Acrolinx for Salesforce Knowledge.

  2. Follow the Salesforce instructions for installing managed packages.

    Warning

    After you install the integration, you'll need to take some extra steps before you can check your Salesforce content with Acrolinx. Visit the Acrolinx for Salesforce Knowledge Admin Guide for these technical details.

Update

To update Acrolinx for Salesforce Knowledge, follow the steps under Install. You don't need to remove the older version first.

Once you've installed the updated version of Acrolinx for Salesforce Knowledge 3.7.2, follow the steps in the Admin Guide to complete the setup. Before you set up automated checking, be sure to disable the old score calculation trigger.

Notice

Depending on your previous installation, you may find that some of the setup steps for Acrolinx for Salesforce Knowledge are already complete.

Remove Score Calculation Trigger

Before you set up automated checking, you'll need to remove the old score calculation trigger if you have one. This process differs slightly depending on the type of trigger you have.

Remove an Individual Trigger

To remove an individual score calculation trigger from Salesforce, to the following:

  1. Manually create an archive with the files destructiveChanges.xml and package.xml.

    Tip

    Replace TriggerName and TriggerClassName with the corresponding names that are used in your org.

    destructiveChanges.xml:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>[TriggerName]</members>
        <name>ApexTrigger</name>
    </types>
    <types>
        <members>[TriggerTestClassName]</members>
        <name>ApexClass</name>
    </types>


    <version>59.0</version>
</Package>

    package.xml:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
   <version>59.0</version>
</Package>

  2. Sign in to Salesforce Workbench at https://workbench.developerforce.com/. Select your preferred environment (sandbox or production) from the dropdown in the top-right corner.

  3. Navigate to Migration > Deploy.

  4. Choose the archive files you created in step 1, and select Rollback on Error and Single Package.

  5. In the dropdown next to Test Level, select RunAllTests. Next to Run Tests type the name of the trigger test class TriggerTestClassName. Click Next.

  6. Click Deploy to start your deployment. You'll see the status Succeeded once the deployment is complete.

  7. Go to Object Manager > Knowledge__kav > triggers to make sure the trigger was removed.

Remove an Embedded Trigger

To remove an embedded score calculation trigger from Salesforce, to the following:

  1. If you have a separate test class, follow the steps under Remove an Individual Trigger to remove it. If this is the case, you'll only need to use the destructiveChanges.xml with the test class since the trigger class doesn't need to be deleted:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>[TriggerTestClassName]</members>
        <name>ApexClass</name>
    </types>
    <version>59.0</version>
</Package>

  2. In your sandbox org, remove the following line of code from the Apex trigger for your Knowledge object (usually Knowledge__kav) r:

    (new AcrolinxApp.KnowledgeObj()).onTrigger();

  3. Connect your sandbox and production orgs:

    1. From Setup, enter “Deployment” in the Quick Find box. Select Deployment Settings, and click Continue.

    2. Click Edit next to the Sandbox org name and select Allow Inbound Changes.

    3. Click Save.

  4. Create an outbound change set in your sandbox org:

    1. From Setup, enter “Outbound Change Sets” in the Quick Find box. Select Outbound Change Sets, and click Continue.

    2. Click New and enter a Name and Description. Click Save.

    3. Click the name of a change set in the Change Sets list. Click Add under Change Set Components.

      • Select Apex Trigger from the Component Type dropdown. Select the trigger that you've created and click Add to Change Set.

      • Select Apex Class from the Component Type dropdown. Select the test class that you’ve created and click on Add to Change Set.

    4. Click Upload in the Change Set detail section.

    5. Select Target Organization (production org) and click Upload.

  5. Deploy an inbound change set in your production org:

    1. From Setup, enter “Inbound Change Sets” in the Quick Find box. Select Inbound Change Sets, and click Continue.

    2. Click Validate next to Change Set Name. In the Validate Change Set section, select Default under Choose a Test Option.

    3. Click Validate next to Choose a Test Option and then click OK.

    4. Once validation is successful, go to the Inbound Change Sets page. Click Deploy next to the change set you want to use.

Salesforce Knowledge 3.6

Install and Update Acrolinx for Salesforce Knowledge 3.6

Install

First, make sure you've installed everything you need – see the section What You Should Know Before Installing above.

To install Acrolinx in Salesforce, follow these steps:

  1. Request the installation URL and installation key. You'll need to use the URL specific to the type of instance you want to install.

    Install a Production Instance

    URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5w000005hkqFAAQ
Key: lfQdkNb3ike6qx

    Install a Sandbox Instance

    URL: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5w000005hkqFAAQ
Key: lfQdkNb3ike6qx

    Tip

    Want to see a complete list of the package components? Click View Components at the bottom of the install page for Acrolinx for Salesforce Knowledge.

  2. Follow the Salesforce instructions for installing managed packages.

    Warning

    After you install the integration, you'll need to take some extra steps before you can check your Salesforce content with Acrolinx. Visit the Acrolinx for Salesforce Knowledge Admin Guide for these technical details.

Update

To update Acrolinx for Salesforce Knowledge, follow the steps under Install. You don't need to remove the older version first.

Once you've installed the updated version of Acrolinx for Salesforce Knowledge 3.6, follow the steps in the Admin Guide to complete the setup. Before you set up automated checking, be sure to remove the old score calculation trigger if you have one.

Notice

Depending on your previous installation, you may find that some of the setup steps for Acrolinx for Salesforce Knowledge are already complete.

Remove Score Calculation Trigger

Before you set up automated checking, you'll need to remove the old score calculation trigger if you have one. This process differs slightly depending on the type of trigger you have.

Remove an Individual Trigger

To remove an individual score calculation trigger from Salesforce, to the following:

  1. Manually create an archive with the files destructiveChanges.xml and package.xml.

    Tip

    Replace TriggerName and TriggerClassName with the corresponding names that are used in your org.

    destructiveChanges.xml:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>[TriggerName]</members>
        <name>ApexTrigger</name>
    </types>
    <types>
        <members>[TriggerTestClassName]</members>
        <name>ApexClass</name>
    </types>


    <version>59.0</version>
</Package>

    package.xml:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
   <version>59.0</version>
</Package>

  2. Sign in to Salesforce Workbench at https://workbench.developerforce.com/. Select your preferred environment (sandbox or production) from the dropdown in the top-right corner.

  3. Navigate to Migration > Deploy.

  4. Choose the archive files you created in step 1, and select Rollback on Error and Single Package.

  5. In the dropdown next to Test Level, select RunAllTests. Next to Run Tests type the name of the trigger test class TriggerTestClassName. Click Next.

  6. Click Deploy to start your deployment. You'll see the status Succeeded once the deployment is complete.

  7. Go to Object Manager > Knowledge__kav > triggers to make sure the trigger was removed.

Remove an Embedded Trigger

To remove an embedded score calculation trigger from Salesforce, to the following:

  1. If you have a separate test class, follow the steps under Remove an Individual Trigger to remove it. If this is the case, you'll only need to use the destructiveChanges.xml with the test class since the trigger class doesn't need to be deleted:

    <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>[TriggerTestClassName]</members>
        <name>ApexClass</name>
    </types>
    <version>59.0</version>
</Package>

  2. In your sandbox org, remove the following line of code from the Apex trigger for your Knowledge object (usually Knowledge__kav) r:

    (new AcrolinxApp.KnowledgeObj()).onTrigger();

  3. Connect your sandbox and production orgs:

    1. From Setup, enter “Deployment” in the Quick Find box. Select Deployment Settings, and click Continue.

    2. Click Edit next to the Sandbox org name and select Allow Inbound Changes.

    3. Click Save.

  4. Create an outbound change set in your sandbox org:

    1. From Setup, enter “Outbound Change Sets” in the Quick Find box. Select Outbound Change Sets, and click Continue.

    2. Click New and enter a Name and Description. Click Save.

    3. Click the name of a change set in the Change Sets list. Click Add under Change Set Components.

      • Select Apex Trigger from the Component Type dropdown. Select the trigger that you've created and click Add to Change Set.

      • Select Apex Class from the Component Type dropdown. Select the test class that you’ve created and click on Add to Change Set.

    4. Click Upload in the Change Set detail section.

    5. Select Target Organization (production org) and click Upload.

  5. Deploy an inbound change set in your production org:

    1. From Setup, enter “Inbound Change Sets” in the Quick Find box. Select Inbound Change Sets, and click Continue.

    2. Click Validate next to Change Set Name. In the Validate Change Set section, select Default under Choose a Test Option.

    3. Click Validate next to Choose a Test Option and then click OK.

    4. Once validation is successful, go to the Inbound Change Sets page. Click Deploy next to the change set you want to use.