Gravatar for nemmett@financialforce.com

Question by nick emmett, Sep 1, 2016 11:01 AM

Salesforce Knowledge tab in Salesforce

Is there a way to add an extra tab in my Search page that is for my Salesforce Knowledge article. I currently just have All Content, I'd like to give the option of an Articles tab if possible.

1 Reply
Gravatar for amoreau@coveo.com

Answer by amoreau, Sep 2, 2016 9:54 AM

Hello Nick,

Yes, it is possible to do that.

The first thing you have to check is to verify that you have a Salesforce knowledge source. To do this, go to cloud.coveo.com, and check your sources. You should have one of type "Knowledge." If you don't, you need to create it by clicking "Add Source".

Once the source is created, you may want to check, in the Content Browser of cloud.coveo.com, what is the syssource field name of your Knowledge source. It should have the same name as your source.

Then, in Salesforce, go to your Coveo Search page, and edit it. Edit/Add a tab, and add this as a filter expression: @syssource=="the syssource field name"

This should solve your problem.

Let me know how it goes!

-Alex

Gravatar for nemmett@financialforce.com

Comment by nick emmett, Sep 2, 2016 10:54 AM

Excellent - thanks @amoreau - I appear to have sorted this thanks to your help - really appreciate it!

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