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Mapping with a Salesforce Knowledge Layout

Abstract

Learn how Paligo matches your content to Salesforce Knowledge articles when you publish with the Salesforce Knowledge Layout.

The Salesforce Knowledge Layout provides a simpler form of mapping. It allows Paligo to map the top-level topics in a publication to articles. Any lower-level topics in the publication structure are mapped to sub-sections of the articles.

Example 1. Mapping with Salesforce Knowledge Layout

Let's say you have a 3 level publication in Paligo. You decide to use a Salesforce Knowledge Layout to publish your content, and it is mapped like this:

Paligo publication structure. There are callout labels to show how each part of the structure is mapped to Salesforce Knowledge. The top-level topics are mapped to articles. All second-level and lower topics are mapped to sub-sections of their parent article.
  • The publication is level 1.

  • "Air Filtering" is at level 2 (the highest level of fork inside the publication). It is mapped to an article in Salesforce Knowledge.

  • "Manual Air Flow Management" is at level 3. This is mapped as a sub-section of the "Air Filtering" article.

  • "Air Flow Overrides" is a level 4 fork. It is mapped to a sub-section of its parent ("Manual Air Flow Management" sub-section inside the "Air Filtering" article.

  • "Stop Air Flow" and "Start Air Flow" are level 5 forks. They are both mapped to sub-sections. These are sub-sections of their parent.

  • "Safety Precautions" is a level 3 fork and is mapped to a sub-section of the "Air Filtering" article.

  • "Customer Support" is a level 2 fork and is mapped to an article.


If this mapping does not suit your publication structure, you could consider using a Salesforce Nested Layout instead (see Mapping with a Salesforce Nested Layout). That supports more complex publication structures.

Alternatively, you could change the structure of your publication. A common approach is to move topics up at least one level, so that you have more articles and fewer sub-sections.

When you understand the mapping, you can publish your content to Salesforce Knowledge, see Publish to Salesforce Knowledge.