This feature is available only on the Enterprise plan.
If you're looking for the Salesforce CRM docs, please refer to the corresponding article.
Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). Salesforce services allow businesses to use cloud technology to better connect with customers, partners, and potential customers.
Salesforce consists of different clouds, e.g. Marketing Cloud, Commerce Cloud, Sales Cloud, Service Cloud. At the moment, Lokalise integrates ONLY with SFDC (Salesforce.com) covering the following use cases:
Salesforce interface (e.g. Sales & Service Clouds) — this might be relevant for global sales teams (e.g. sales reps are not speaking English) and support teams. Usually companies adjust their Salesforce instance and add a lot of custom content.
Knowledge — this is relevant for Support & Customer Success teams who store knowledge articles inside CRM. We are pulling this data from Salesforce and allowing it to be translated into Lokalise.
Community Pages — often the content of community pages is also built on Custom Labels that we are pulling. There are multiple use cases for community pages: intranet, partner portals, non-profit communities, marketing portal, etc.
Supported objects
Knowledge Article — object with a set of fields with different types. Currently, we can pull article titles and field values with the following types: text, text area, text area (long).
Please note that we can only work with articles in draft state. Articles can have one of the following states:
Archived — couldn’t be updated and will be dismissed by the Lokalise app.
Published:
With all published languages — couldn’t be updated and will be dismissed by the Lokalise app.
With drafts for any languages — only drafts can be updated (already published articles will be left intact).
With created new draft — only the draft can be updated and only draft will be shown in the app page.
Draft — can be updated.
Initial setup
Licenses
To manage user license, proceed to Administration > Users > Users, find the user you would like to modify, click Edit next to the name, and select one of the elements from the User License dropdown:
For the Articles app users can have either Salesforce or force.com license.
Also you must enable the Knowledge user option for your user:
Creating permission sets
Proceed to Administration > Users > Permissions sets and create a new set of permissions. Enter a label and an API name — you can use any values here. It's important to choose a proper license and adjust system permissions as explained below. Permissions can be adjust on the System Permissions page:
Choose either Salesforce or force.com (this license might not be present in your case) as the license.
Enable the following system permissions:
API enabled
You'll have to specify App permissions:
Article Translation - Edit
Article Translation - Submit for Translation
Manage Articles
Assigning permission set to a user
After you have created and adjusted a new permission set, you have to assign it to a user. To achieve that, proceed to Administration > Users > Users, find a user that you would like to modify and click on his/her name (don't click Edit).
Next, click Permission set assignments:
Then, click Edit assignments:
Add a permission set that you've created and click Save:
Adding translation languages
Please note that the language ISO codes on Salesforce must match language codes on Lokalise!
To add languages for Salesforce Knowledge, proceed to Knowledge settings and choose one or more languages from the list:
Connecting Lokalise to Salesforce
Open your Lokalise project and proceed to Apps:
Find Salesforce Knowledge in the list. Click Install and then Connect. Insert consumer key and secret obtained earlier, choose the Salesforce environment (production or sandbox), and then authorize the app.
Using the app
Salesforce Knowledge also supports automated import and export. You can learn more in the corresponding article.
After authorizing the application, you will see the following screen:
It lists all the items that you can import to Lokalise and translate as usual. Choose one or more items and then click Import selected. Then decide what languages you would like to import (all missing languages will be created in your Lokalise project automatically):
If the Overwrite updated translations checkbox is checked, then all previously downloaded translations keys will be updated using data from Salesforce.
The import process will be performed in the background, and its status can be checked on the Activity page.
Note that you can find a specific item using the search box in the top right corner, or narrow the scope by using the Filter dropdown:
To upload translations back to Salesforce, open the Salesforce Knowledge app page again and choose one or more items. Then click Export selected.
Choose the languages to export and click OK.