Configuring Magentrix Article Search for Salesforce

    The Magentrix package for Salesforce installs new components and attributes. For some features to be enabled, you will need to manually make changes in your Salesforce instance.
     

    Magentrix Article Search for Salesforce

     

    Magentrix Article Search for Salesforce allows users to search and attach Magentrix hosted articles to case tickets. Case subjects and descriptions are used as search criteria to display article results and other related posts. Articles can then be previewed and links are generated to share with customers and partners. Articles can also be shared as PDFs through email.

    Salesforce administrators must register and authorize Magentrix as a remote site to search Magentrix articles. Follow these steps to authorize Magentrix:

    1. Navigate to Remote Site Settings.
    2. Click New Remote Site.
    3. Configure the fields:
      • Remote Site Name: Enter the name of your Magentrix instance
      • Remote Site URL: Enter your Magentrix instance URL e.g. "https://example.magentrixcloud.com"
      • Active: Ensure the checkbox is enabled
    4. Click Save.

    The Magentrix Community Package adds a button to the Case object called "Find Articles". Salesforce administrators must configure the button to view articles. Follow these steps to configure the Article Search feature:

    1. Navigate to Develop > Custom Settings.
    2. Select Magentrix Community Settings, click Manage.
    3. Create a Default Organization Level Value by clicking New. If there is an existing value, click Edit.
    4. Configure the fields:
      • Location: This field is not required
      • API Username: The username of the Magentrix User
      • API Password: The password of the Magentrix User
      • Article Types: The API names of the article type, separated by a comma
      • Community URL: The URL of the Magentrix instance "e.g. www.example.magentrixcloud.com/"
    5. Click Save.
    6. Navigate to Customize > Case and update all article-related page layouts to have the "Find Article" button.

    To configure articles in Magentrix, see the documentation.


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