Look at our release notes to learn more about the development of Acrolinx for Salesforce Knowledge.
We've got another full release for you! This time, we've made it easier for you to use Acrolinx for Salesforce Knowledge.
This release requires:
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Acrolinx Platform version 2023.05 or later
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A Content Profile update.
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.
We've developed and tested this version of Acrolinx for Salesforce Knowledge with:
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Salesforce Winter '23
This version of Acrolinx for Salesforce Knowledge works with:
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Acrolinx Platform 2022.10.1 or later
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 AutomaticallyWe'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 TextsWe'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 ChangePreviously, "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 ReadsIn 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 TypeAcrolinx 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 OnlyIn 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.