Salesforce Article translation admin guide (pre-Absaroka)
Getting Started with Language I/O Help for Salesforce
This article is intended for Salesforce administrators responsible for installing and configuring the Language I/O Help add-in for automated article translation.
Language I/O Help is a tool that automates high-quality human translation of Knowledge Base articles inside Salesforce. It can also be configured to localize cross-article links and links to images and other resources within the translated content.
Installation of the Language I/O Help
The installation is easy and straightforward. Users simply need to perform a few configuration steps, which are described below.
- To start using Language I/O, contact us to launch the account setup process on our side. Once we have a contract in place, Language I/O will be able to pull your articles for translation and push translations back in with very little fuss.
- Create a Salesforce user for Language I/O with sufficient permissions to retrieve from the queues any source articles to be translated and later push back translations. Administrator level is easiest for setup purposes. At a minimum, the user must be a Knowledge User as shown below in the screenshot. Language I/O will need to be provided the username, password, and security token for this user.
- Once an account is created on our side, you will be sent an instruction containing Language I/O credentials. This will be used later in the process.
- Install the package from the latest URL below depending on whether you are using a Sandbox or Production org. Begin by logging into the instance of Salesforce you wish to use. Visit the install link in the same browser and select "Install for all users".
- Follow the Salesforce configuration steps below to enable Language I/O to communicate with your Knowledge Base.
Configuring Salesforce for Use with Language I/O Help
Enable and Show Help Tabs
From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets. Click on Language I/O Help Admin. Then click on "Manage Assignments -> Add Assignments" to add any administrative users who will manage the Language I/O Secure Settings.
Next, add the tab layout in the Custom App that you would like for it to appear (as an administrator). Go to My Settings > Display & Layout > Customize My Tabs.
Select the Custom App you want to add the tab to, then select the 'Language I/O Help Admin' tab and add it to your list of Selected Tabs, then press save.
Ensure the Language I/O server is added to the safe servers list
From Setup, enter Remote Site Settings in the Quick Find box, then select Remote Site Settings. Click New Remote Site. Click Edit on LanguageIODev. Make sure the Remote Site URL is set to the correct URL. For production, the name should be https://golinguist.com. For sandbox, it should be https://dev.golinguist.com.
Configure Language I/O Help Secure Settings
Launch the Custom App called 'Language I/O Help Admin' tab to and navigate to it. Fill out the all of the fields with values provided by us. The Language I/O URL should be https://golinguist.com/linguistnow/resources/. Please note that the URL must end with a forward slash (/).
You can click on "Help for this Page" on the upper-right corner of the form to read this instruction if you have questions.
Create a Translations Queue
The first step is to create a queue to which you will assign all translations. Language I/O will receive notifications whenever a translation is assigned to this queue and will then pull from the queue all content that requires translation.
- Navigate to Your Name | Setup | Manage Users | Queues.
- Click on New.
- Set the Label to something intuitive like "Translations Queue." This is the queue or queues to which you will assign translation requests.
- Leave the default value in the Queue Name field. This is the value that will be used by Language I/O.
- Enter email@example.com in Queue Email. This is important to alert your project manager at Language I/O that you have submitted a translation request.
- If other users in your system should be notified when translation requests are made, select the Send Emails to Members checkbox.
- Under Supported Objects add Knowledge Article Version to the Selected Objects list.
- Under Queue Members add all users to the Selected Members list who will need to make translation requests.
- Click Save.
Add a Custom Field to Each Article Type
To each article type that will be translated via Language I/O, you will need to add a custom field where Language I/O will store date/time data so it knows when the last translation request was made for each article.
- Navigate to Setup=>App Setup => Customize => Knowledge => Knowledge Article Types.
- Here you will see a list of all article types that exist in your org. For each article type that might require translation, perform the following steps.
- Click on the article type name in the Label column.
- Click on the New button atop the list of fields that are part of this article type and set the following values for the new field.
- Set the field type to Date/Time.
- Set the text "APIUploadDate" (without quotes) as the value for both the Field Label and Field Name.
- The Description and Help text can be set to whatever you choose.
- Leave the Required checkbox unchecked.
- Leave the Default Value area empty.
- Select visible and readonly for all profiles.
Define Your Languages
Next you tell Salesforce which languages you want to support. You'll need to select all of the languages for which you want Language I/O to translate your articles.
- Navigate to Your Name | Setup | Customize | Knowledge | Settings .
- Click Edit.
- Select Multiple Languages and add the languages you want to include in your Knowledge Base.
- For each language selected, set it to Active and set the Default Assignee to the name of the queue you created in the previous step.
- For each language selected, set the Default Reviewer field to the name of the same queue you created in the previous step.
Provide Knowledge Base Information to Your Language I/O Representative
Once you have completed the previous steps, you will need to communicate the following details with us so we can configure Language I/O to access your Knowledge Base.
- Login credentials for a Salesforce user with full administrative privileges
- The name of the Salesforce queue that you've created for the assignment of translations
- The name of the Salesforce article type(s) you are using in your Knowledge Base
- The names of the article standard fields and custom fields that required translation for each article type to which you have added the custom field
- Information about cross-article links, image files and other resources so we can configure Language I/O to automatically localize these links in your translated articles