Look at our release notes to learn more about the development of Acrolinx for Salesforce Knowledge.
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Supported Salesforce Knowledge Versions |
Acrolinx for Salesforce Knowledge Versions |
Notes |
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Supported |
Maintained |
Deprecated |
Support for Acrolinx AI Assistant and Suggestions |
This integration package is available on the Salesforce AppExchange. Only the latest version will be published for distribution. |
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Spring '25 |
3.13.0 |
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3.12.x and earlier |
3.11.0 and later |
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Alignment with the switch to the Lightning editor - Starting in Q4 2024, Salesforce has enforced the new Lightning Rich Text Editor (TinyMCE) in the Knowledge App. This means you can't use the old CKEditor. To align with this change, we've removed the option that previously allowed you to switch between editors. The Acrolinx Integration fully supports the new Lightning RTE.
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New configuration - If standard automated checking doesn't work for you in Salesforce, you now have the option to enable platform event for automated checking.
Notice
This configuration is optional. If the standard automated checking functionality isn't working, contact Acrolinx to learn more about this configuration.
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TinyMCE version not visible - System admins could access the new TinyMCE version of the lightning editor, but regular users couldn't. These users only had access to the standard rich text editor, even when TinyMCE was enabled for them. We've fixed this.
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No automated checks on save - In some cases, an automated check wouldn't run when you clicked "Save." This happened specifically for a few types of fields in the editor. The checks now run on save.
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Automated checks failing - In some cases, the out-of-the-box automated checking didn't work in Salesforce Knowledge. To make sure automated checking is available for a wide range of Salesforce implementations, we've added an alternative way to run automated checks.
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Issue with read-only fields - Some read-only fields in the "Edit with Acrolinx" page weren't read only at all. You could still replace the text via the Acrolinx Sidebar. This is no longer the case. Read-only fields now work as expected.
Usability is our focus for this release. We've improved the Acrolinx installation guide UI. As usual, we've also fixed a few bugs.
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Improved installation guide UI - We've updated the Acrolinx installation guide UI to more clearly distinguish between installation and configuration steps. You'll now see distinct tabs for required and optional steps. We've also given you the option to manually clear the Salesforce cache.
Important
This is only a formatting change. The steps required to install and configure Acrolinx for Salesforce Knowledge haven't changed.
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Toolbar issues - We've fixed a handful of issues that affected the rich text editor's embedded toolbar.
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Missing scroll bar - The Acrolinx Sidebar scroll functionality wasn't separate from scrolling in the editor. This made it hard to see issue cards and highlighted content in the same view. We've applied separate scrolling to the Sidebar so you can easily navigate between issues and highlights.
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Incorrect version number - The version number in the Sidebar "About" section was incorrect. You'll now see the correct version listed.
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Batch checking stuck - When you ran a batch check, the page would load indefinitely even though the check would complete. This is no longer the case.
This release is all about automated and batch checking. We've focused on making these experiences smoother for you. Keep reading to learn how.
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Improved automated checking behavior - Acrolinx now only runs automated checks if you edit an article in the Edit with Acrolinx view and click "Save." If you save an article but haven't made changes, Acrolinx won't run an automatic check.
Important
This doesn't apply to the standard Edit button or to inline editing.
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Improved error messaging - We've made the "batch check disabled" error message clearer.
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Wrong Content Profile - Sometimes the wrong Content Profile was assigned to the articles in a batch check. This was because of a small issue with the extraction, but we've fixed it.
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Failed automated checks - A problem with failed automated checks also caused issues with the Sidebar. We've fixed this.
We've got a new release for you, and it comes with a handful of features and improvements that will make it easier to use Acrolinx in Salesforce Knowledge. We also fixed a couple of bugs. Read on to see what's new.
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Custom Knowledge article layout - Now you can decide which fields writers see on the "Edit with Acrolinx" page. Learn how to set it up.
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Check selection available - Writers have the option to check a selection of content on the "Edit with Acrolinx" page.
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Updated JavaScript Sidebar SDK - We use the latest version of the JavaScript Sidebar SDK (version 1.1.3)
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Improved UX in Acrolinx workflow - We've made it possible to add all fields to the Knowledge object in one click. This will make for a smoother installation.
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Quicker automatic cache cleanup - Previously, the automatic cache cleanup took 24 hours to complete. We've made this much shorter. Now when you make changes to the existing Knowledge layout, the cleanup happens in only 6 hours.
Tip
Don't want to wait 6 hours for the automatic cache cleanup? You can also do this manually in the Salesforce developer console. Learn how.
Released 1 November 2023
Great news! As a precursor to the launch of Salesforce's new Lightning Article Editor for knowledge articles, we've improved the rich-text editor on the "Edit with Acrolinx" page.
Notice
Before you can use the new Acrolinx Lightning Editor, you'll also need to switch to the new Lightning Article Editor in Salesforce Knowledge. Otherwise, you might encounter formatting issues or data loss.
Starting in Spring 2024, Salesforce will release a new Lightning Article Editor for knowledge articles based on TinyMCE. This will replace the existing editor in Salesforce Knowledge. In preparation, we've added support for the new editor to the "Edit with Acrolinx" page in Salesforce Knowledge. This means:
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The user will get the closest possible experience to the standard Lightning Article Editor provided by the Salesforce inside the new Acrolinx Lightning Editor.
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A smooth transition between the standard editor provided by Salesforce and the Acrolinx Lightning Editor without formatting issues or data loss.
Released 13 October 2023
This release, we've made it possible to disable automated checks for translations.
Notice
If you migrate to 3.7 or later without migrating to 3.6 first, you'll also need to update your Content Profile.
We've got another full release for you! This time, we've made it easier for you to use Acrolinx for Salesforce Knowledge.
We hope you love the new setup guide! The new, revamped guide walks you through every step of the Acrolinx setup. Learn more about it in the Acrolinx for Salesforce Knowledge Admin Guide.
Want better checking? You've got it. Acrolinx for Salesforce Knowledge now:
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Checks more fields (think multiselect and dropdown fields). This means you can use the field information to map Targets or create guidelines.
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Uses a similar file layout for Sidebar and automated checks. You'll notice that the Acrolinx Scores for Sidebar and automated checks are more aligned.
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Lets you turn off automated and batch checks for all users at once. Find this under Setup > Custom Settings.
We've added more check information to Salesforce to make sure you can access the latest information about each of your checks. This includes:
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A "last checked" date on the article page and in the "Draft Article List" view.
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The Acrolinx Score status color in a separate column.
Acrolinx for Salesforce Knowledge now determines score color based on the threshold settings in the Acrolinx Platform. Learn more about threshold settings.
If your article layout had multi-select picklists and you used the “Edit with Acrolinx” view to run a Sidebar check, Acrolinx deleted any values in those fields. We've excluded dependent multi-select picklists and their controlling fields from Sidebar and automated checks. So, this shouldn't happen again.
For this release, you need to get the latest Salesforce Knowledge Content Profile.
To make sure the checked content is the same for Sidebar and automated checks, article metadata is now designated with the following element and attribute: div isOnLayout="false". The updated Content Profile excludes any content that has this element.
If you’ve customized an older version of the Salesforce Knowledge Content Profile, you’ll need to exclude the element div isOnLayout="false" in your copy.
This new Acrolinx for Salesforce Knowledge release is packed with changes. We've made a lot of improvements to the way checks happen in Salesforce Knowledge. These include additional batch check information, automatic score refresh on edit, and better checking prioritization. To set the stage for Target Batch Mapping, Acrolinx also includes record type names in each check. On top of that, we've made a few UI changes to help streamline your interactions with Acrolinx for Salesforce Knowledge.
Acrolinx for Salesforce Knowledge also passed the AppExchange security review, which means you can now find it on the AppExchange!
To learn more, keep reading.
More Detailed Check History Information
Great news! You now get more information for each batch check that you run in Salesforce Knowledge. You’ll see an average score for each piece of content included in a single batch check. On top of that, you can now see the start and end time for each check. We’ve also added a link to the Content Analysis dashboard.
Score Refreshes Automatically
We've eliminated a step for you! In previous versions of Salesforce Knowledge, the Acrolinx Score on the record page didn’t refresh automatically after you edited and saved. You always had to reload the browser page to see the latest score. Now, the Acrolinx Score refreshes immediately.
Improved UI Texts
We've put a fresh coat of paint on the setup UI, which includes clearer help texts and microcopy. This will help make it a little easier for admins to set up Acrolinx.
Name Change
Previously, "Acrolinx for Salesforce Knowledge" was the integration name in Scorecards and Analytics dashboards. We've shortened this. You'll now see "Salesforce Knowledge" instead.
Record Type Name Included in Content That Acrolinx Reads
In the future, we want to add Target Batch Mapping to Acrolinx for Salesforce Knowledge. To help prepare for this, we’ve made sure that Acrolinx includes record type names in each check. That way, you can decide which Target to use for each record type once batch mapping is available.
Checking Features Now Use Correct Priority Type
Acrolinx uses the check type to prioritize check requests. Acrolinx used to label all checks from Salesforce Knowledge as interactive. This meant that Acrolinx would process your longer-running batch checks before checks of single articles.
Now, each option sends the correct type as follows:
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Sidebar =
interactive -
Batch check =
baseline -
Check on create =
automated -
Check on save =
automated
These check types help make sure that writers can quickly run checks via the Sidebar.
SSO Authentication Only
In the last version of Acrolinx for Salesforce Knowledge, you could authenticate with an API token or SSO. To make the experience more consistent, we've removed the API token option. When you authenticate with SSO, you'll always know who ran a check as their info shows up in the Scorecard.
We're excited to release an improved Sidebar experience in Salesforce Knowledge. With it, you get improved automated and batch-checking functionality. To get started, head over to the install page in the Acrolinx for Salesforce documentation.
This version of Acrolinx for Salesforce Knowledge works with older platform versions, however, we recommend you use:
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Acrolinx Platform version 2021.12 or later
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Salesforce Lightning Knowledge (Data Model enabled)
Make the most of the Acrolinx Sidebar in Salesforce Knowledge! The Edit with Acrolinx page gives you an editor and Sidebar for checking all the fields in an article.
Batch Check Your Knowledge ArticlesYou can now check any number of draft articles in the Salesforce Knowledge list view. Just select the articles that you want to review and click Check with Acrolinx. After you start the check, an Acrolinx job page will open. There, you'll see more information about the articles in your check.
Automated CheckingKeep an eye on how your content is doing without running a manual check. Acrolinx automatically checks content each time you create or save it in Salesforce Knowledge. When a check finishes, Acrolinx will also automatically display the page score in the UI.