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Salesforce Knowledge-Artikel aus der Ferne löschen

Zusammenfassung

[en] How to use Paligo to delete an article or navigational topic in Salesforce Knowledge.

[en] With Paligo's Salesforce Preflight feature, you can delete articles that already exist in your Salesforce Knowledge. This applies to articles that are mapped to topics in Paligo and also articles that were created locally in Salesforce Knowledge.

[en] If your Salesforce Knowledge uses navigational topics, you can use Salesforce Preflight to delete those too.

  1. [en] Display Salesforce Preflight.

    1. [en] Locate your publication or topic in the Content Manager and select its dotted menu (...).

      Anmerkung

      [en] If you are using a Salesforce Nested Layout, you can only publish a publication.

    2. Wählen Sie Veröffentlichen aus, um das Dialogfeld „Dokument veröffentlichen“ anzuzeigen.

    3. [en] Select HTML and then select the Salesforce Knowledge or Salesforce Nested Layout that you want to use for publishing.

    4. [en] Apply your publishing preferences.

      [en] To learn about the publishing settings, see In Salesforce Knowledge veröffentlichen.

    5. [en] Select the Preflight tab.

  2. [en] Select the Salesforce tab.

  3. [en] Select the trash icon for the resource you want to remove.

    Salesforce preflight has a row for each article. The articles that were created in Salesforce and do not have an equivalent in Paligo have a red trash icon.

    • Wenn Sie einen Artikel löschen, entfernt Paligo diesen Artikel aus Salesforce Knowledge.

    • Wenn Sie ein Navigationsthema löschen, entfernt Paligo nur dieses Navigationsthema. „Untergeordnete“ Artikel des gelöschten Navigations-Topics bleiben erhalten. Sie sind immer noch in der „Artikelliste“ von Salesforce Knowledge vorhanden.

    [en] If you cannot see the article or navigational topic you want to delete, use a different publication to access Salesforce Preflight. It needs to be a publication that does not contain the content you want to delete. Remember, the Salesforce tab in Preflight only shows content that exists in Salesforce already and is not part of the content you selected in step 1 of the procedure above.

  4. [en] Select Publish.

    [en] Paligo will remove the articles that you marked for deletion as part of the publishing process.