Publish Salesforce content - Fluid Topics - Latest

Salesforce Connector Reference Guide

Category
Reference Guides
Audience
public
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Latest

Before publishing Salesforce content:

  • The user must have the ADMIN, KHUB_ADMIN, or CONTENT_PUBLISHER role (if the user has permission to publish content through a Salesforce source).

    These roles grant access to the Publishing menu. If the user does not have access to the Publishing menu, request one of them from an ADMIN or USERS_ADMIN user.

  • The portal must have a Salesforce source.

    If the portal does not have a Salesforce source set up, request one from an ADMIN or USERS_ADMIN user.

To publish Salesforce content:

  1. Open the Administration menu.
  2. Go to the Publishing menu.
  3. In the Publishing menu, select Publish content.
  4. Drag and drop a .zip archive into the window, or select Browse to open the local file explorer and select a .zip file.
  5. Select a Salesforce source.
  6. Select Publish.

For advanced users, it is also possible to use the command-line tool ftpub, or the Upload content web service.