What you should know about installing Acrolinx for Salesforce Knowledge.
If you want to know whether this version of the Acrolinx Integration works with your local platforms, check our Compatibility Guide.
Before you install this version of Acrolinx for Salesforce Knowledge, make sure that you already have the following:
|
Acrolinx for Salesforce Knowledge |
Acrolinx Platform |
Salesforce Knowledge |
CKEditor |
|---|---|---|---|
|
3.4 |
2022.10.1 and later with Salesforce Lightning Content Profile and License |
Salesforce Winter '23 |
Version 4.18.0 |
|
3.1 |
2021.12 or later |
Salesforce Lightning Knowledge (Data Model enabled) |
Version 4.18.0 |
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:
-
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=04t2I000000KnTiQAK Key: o7LWZe5kjpXg
Install a Sandbox Instance
URL: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t2I000000KnTiQAK Key: o7LWZe5kjpXg
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.
-
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. See the Acrolinx for Salesforce Knowledge Admin Guide for these technical details.
When you update Acrolinx for Salesforce Knowledge, some of the components won't refresh automatically. There are a few things that you need to do before you can start using the latest version.
Some of the layouts may have changed between versions, so you'll need to update them.
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Go toSetup > Object Manager > Acrolinx Batch Check > Page Layouts.
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Click on Page Layout Assignment > Edit Assignment.
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Select all profiles from the list (press ctrl or cmd + click), and select Acrolinx Batch Job Layout next to Page Layout to Use.
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Click Save.
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Repeat the steps above for the Acrolinx Batch Job Row Layout.
After you update your layouts, you can add the new fields to the Search Layout and List View for the Acrolinx Batch Check object.
-
Go to Setup > Object Manager > Acrolinx Batch Check > Search Layouts.
Tip
Don't see Search Layouts? Go to Setup > Tabs. Click Edit next to Acrolinx Batch Checks and then Save.
-
ClickEdit next to Default Layout.
-
Remove Created Date from the Selected Fields list, and addthe following fields to the Selected Fields column:
-
Start Time
-
End Time
-
Status
-
Average Score
-
-
Click Save.
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Go to the Check History tab in the Acrolinx App.
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Select All under Select a List View.
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Click List View Controls and then Select Fields to Display.
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Remove Created Date from the Visible Fields column, and add the following fields to the Visible Fields column:
-
Start Time
-
End Time
-
Status
-
Average Score
-
-
Click Save.
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:
-
Request the installation URL and 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=04t2I000000WoX2QAK Key: wMveB3Jgw3K7fL
Install a Sandbox Instance
URL: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t2I000000WoX2QAK Key: wMveB3Jgw3K7fL
-
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. See the Acrolinx for Salesforce Knowledge Admin Guide for these technical details.