Before you set up Unified Knowledge, review Zoomin documentation to understand what you need to do for each connector you plan to use.
Required Editions
| Available in Lightning Experience. View supported editions. |
Important Unified Knowledge is scheduled for retirement with
the Summer ’27 release. You can continue using Unified Knowledge connectors until then, but we
recommend transitioning to Salesforce Enterprise Knowledge, powered by Data 360, the replacement feature for Unified Knowledge. Salesforce
Enterprise Knowledge offers a robust solution for integrating external data sources with your
knowledge base, so you can ground Agentforce with external knowledge to deliver accurate
responses. Learn about Unified Knowledge retirement in Help.
Sources and Connectors
- See the Zoomin documentation for information about each connector. Zoomin includes details on how to prepare connectors and third-party systems for use with Salesforce, any known limitations or necessary credentials and permissions, actions that trigger content updates in Salesforce, mapping data categories to third-party knowledge, steps for adding knowledge sources, field reference information, and other useful information.
- The Atlassian Jira Cloud connector doesn’t import table height and width sizes from source content. Consequently, the table sizes in articles imported and synced into Salesforce don’t match those in Jira.
- The Guru connector adds several known issues to articles imported and synced into Salesforce. The issues include PDF files aren’t imported, the small heading style isn’t aligned, and many items aren’t applied, including block quote font color, code block style, text color and highlights, code snippet font and background color. Additionally, table rows with even numbers have gray backgrounds in Guru but no background color in Salesforce.
- The Salesforce connector to Salesforce orgs syncs only Knowledge articles in a published state.
- To understand a high-level view of what is needed for each source and its connector for use with Salesforce, see this table with links to Zoomin documentation.
- When you import third-party articles by using Sitemap connector, the articles don’t always render correctly, and issues can occur with the styling of the content.
- The Helpjuice connector imports articles into Salesforce with some formatting issues. The content in tabs, accordions, decision trees, and buttons appears as plain text without any formatting or interactive elements.
- When you sync articles with the MindTouch connector, it also syncs non-article content, such as categories, along with the articles.
- Unified Knowledge doesn't support macros.
| Zoomin Documentation Portal | |
|---|---|
| Source and Connector | Zoomin Documentation |
| Adobe Experience Platform (Microsoft Word not supported) | Experience Platform |
| Amazon S3 | S3 |
| Atlassian Confluence Cloud | Confluence Cloud |
| Atlassian Confluence Server | Confluence Server |
| Atlassian Jira Cloud | Jira Cloud |
| Box | Box |
| Custom | Custom Source |
| Github | Github Markdown |
| Google Drive | Drive |
| Guru | Guru |
| Helpjuice | Helpjuice |
| Madcap Flare | Madcap Flare |
| MadCap IXIA CCMS (IXIASOFT) | IXIA CCMS |
| Microsoft Azure (Microsoft Word not supported) | Azure |
| Microsoft SharePoint Online | SharePoint Online |
| Microsoft SharePoint Server | SharePoint Server |
| MindTouch | MindTouch |
| Salesforce Orgs (for Knowledge) | Salesforce Knowledge |
| ServiceNow | ServiceNow |
| Sitemap (for external websites) | Sitemap |
| YouTube | YouTube |
| Zendesk | Zendesk |