Edit a Salesforce Layout
Discover how to change the settings of a Salesforce Nested Layout. You can control the mapping, set the image size, and more.
Each custom Salesforce Layout has settings that you can use to control how Paligo publishes content to Salesforce Knowledge. These include options for changing the image resolution, mapping (Salesforce Nested Layouts only), and labels.
Note
We recommend that you do not change the settings in a Salesforce Layout until you understand how the mapping works (see Mapping with a Salesforce Knowledge Layout and Mapping with a Salesforce Nested Layout. If you change the settings without understanding how they affect the mapping, you may get unexpected results.
To edit the Salesforce layout that you want to edit:
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Select Layout in the top menu.
Paligo displays a list of Layouts. The list is empty if there are no custom Layouts in your Paligo instance.
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Select the Salesforce Knowledge Layout or Salesforce Nested Layout that you want to edit.
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Apply your changes to the layout. The settings are:
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TOC and chunking (Salesforce Nested Layout only)
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Chunk section depth, see Control the Mapping to Navigational Topics.
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Images
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Image size, see Set the Image Size for Salesforce Knowledge.
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Languages
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Hide missing translations, see Hide Missing Translations for Salesforce Knowledge.
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Salesforce
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Create article for the section topic, see Generate Articles for Navigational Topics (Salesforce Nested Layout only)
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Use Separate styling for label, number, and title in formal elements, see Add a Class to Labels, Numbers, and Titles in Salesforce.
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Select Save.
You can now use your custom Salesforce Layout to Publish to Salesforce Knowledge.
When you publish to Salesforce Knowledge, Paligo leaves the images in their original size and resolution, by default. If you prefer, you can set the images to be a different size. This is available on Salesforce Knowledge Layouts and Salesforce Nested Layouts.
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Select Layout in the top menu.
Paligo displays a list of Layouts. The list is empty if there are no custom Layouts in your Paligo instance.
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Select the Salesforce Knowledge Layout or Salesforce Nested Layout that you want to edit.
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Select Images.
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Set the Image Size.
The higher the number of pixels and dots-per-inch (dpi), the greater the file size and quality of the image.
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Do not include images
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Use original images
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Full size (2500 × 2500px, 120dpi)
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Large (800 × 800px, 72dpi)
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Medium (400 × 400, 72dpi)
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Small (250 × 250px, 72dpi)
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Select Save.
When you publish to Salesforce Knowledge, you can choose which languages to include in the output. If you choose a language that has no translation, Paligo will either:
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Hide the language
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Use the source language in place of the missing translation.
To control how Paligo handles missing translations, use the Hide Missing Translation setting in the Salesforce Layout:
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Select Layout in the top menu.
Paligo displays a list of Layouts. The list is empty if there are no custom Layouts in your Paligo instance.
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Select the Salesforce Knowledge Layout or Salesforce Nested Layout that you want to edit.
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Select Language.
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Set Hide Missing Translations to:
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Enable - To set Paligo to hide the missing translations in the output. When you publish, if you choose a language that has no translation, Paligo will hide that language in the output.
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Disable - To set Paligo to show missing translations in the output. Any missing translations are shown in the source language.
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Default to inherit the value for this setting from the base Layout. The base Layout is either a built-in Layout provided by Paligo or another custom Layout, see Layout Relationships - Base, New, Duplicate.
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Select Save.
When you publish with this Salesforce Layout, Paligo will apply the choice you made.
Paligo automatically adds elements such as labels, numbers and titles to some types of content. For instance, when you add an example
element, Paligo automatically gives it a title
element too. For HTML-based outputs, including Salesforce, you can
set Paligo to create <span>
elements for each part of the label/number/title and also to add a class name. You can then use CSS to style these classes.
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Select Layout in the top menu.
Paligo displays a list of Layouts. The list is empty if there are no custom Layouts in your Paligo instance.
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Select the Salesforce Knowledge Layout or Salesforce Nested Layout that you want to edit.
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Set the Use separate styling for label, number, and title in formal elements to:
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Enabled: To set Paligo to create a span element (in the HTML output) for each part of a label, number, or title. It will also create a class name for each span element.
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Disabled: To set Paligo to output HTML that does not have span elements for each part of labels, numbers, or title elements.
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Default to inherit the value for this setting from the base Layout. The base Layout is either a built-in Layout provided by Paligo or another custom Layout, see Layout Relationships - Base, New, Duplicate.
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Select Save.
If you enabled the span elements and class names, those will be applied to the labels, numbers, and titles in the HTML when you publish. You can use the Browser Inspection Tool to view the HTML, find the class names, and test changes to the CSS. Then you can write a new CSS file.
To learn about writing CSS to style Salesforce Knowledge content, please refer to the official Salesforce documentation.