| Standard or custom fields |
Enter the articles' data for each field, except for rich text area fields
where you must enter the relative path to the corresponding .html file in your
.zip file.
The article importer does not support subfields. If you have
fields within fields, adjust your structure and content before importing into
Salesforce Knowledge.
|
| Rich text area field |
Always enter the .html file path relative to the location of the .csv file.
Never enter raw text. If the specified path doesn't
exist, the related article isn't imported. Note the following information
about importing HTML and images.
- We recommend that you create one folder for the .html files (for example,
/data) and another for images (for example,
/data/images).
- To import images, include the images in an .html file using the
<img> tag and src attribute. Ensure that the src value is a relative path from the .html file to the image
folder.
- Images must be .png, .gif, or
.jpeg files.
- Each image file can't exceed 1 MB.
- If you have multiple rich text area fields, create a separate .html file
for the contents of each field.
- .html file contents can't exceed the maximum size for its
field.
- If a date doesn't match the date format specified in the property file,
the related article isn't imported.
- If an .html file references a file that isn't allowed, the related article
isn't imported.
- If an .html file references an image that's missing, the related article
is imported without the image.
|
| File field |
In Lightning Knowledge, custom file fields are replaced with
Salesforce Files.
Enter the path relative to the file's location. If the
specified path doesn't exist, the related article isn't imported. Note the
following information about importing files.
- We recommend that you create a folder for your files (for example,
/files).
- Each file must not exceed 5 MB.
|
| Category groups |
Use unique category names to categorize articles. Use the plus symbol
(+) to specify more than one category.
For example, Laptop+Desktop. Note the
following information about data category groups.
- Leaving the cell row empty causes your article to be set to No
Categories.
- If you specify a category and its parent (for example, Europe+France) the
import process skips the child category France and keeps the parent category
Europe, because application of a parent category implicitly includes the
category's children.
- When importing articles with translations and associated data categories,
only the primary article retains the data categories. The article
translations have no associated data category upon import.
|
| Channels |
Specify articles' channels using the keywords.
application for Internal App. If you
don't specify a channel, application
is the default.sites for Public Knowledge
Base.csp for Customer.prm for Partner.
Use the plus (+) symbol to specify
more than one channel (for example, application+sites+csp to make an article available in all
channels).
When importing articles with translations and associated
channels, only the primary article retains the channels. The article
translations have no associated channels upon import.
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