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Setting up LIO Article in Salesforce Lightning or Classic (admin guide)

This article is intended for Salesforce administrators responsible for installing and configuring the LIO Article Translation for SF.

 

Prerequisites

Note:

Before installing Language I/O Article Translation, the following Salesforce settings are required.

Step Action
1

For each profile that is to have the package installed, it needs to have Manage Salesforce Knowledge enabled under Administrative Permissions.

2

The following permissions are also required:

  • Article Translation - Edit
  • Article Translation - Publish
  • Article Translation - Submit for Translation  

Found under General User Permissions

3

Each user needs to be a Knowledge User in User Details.

4

Create a queue for Knowledge Article Version object that is used to hold translated draft articles.

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5 Optionally, create another queue that holds completed translations.
6

Knowledge settings should be enabled with multiple languages as shown below:

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Installation the Language I/O Article Translation

  1. Contact Language I/O Support at support@languageio.com to get an account setup in the LIO database. Once an account is created, the credentials and API Endpoint URL are sent. This is used later in the post-installation process.
  2. Install the package from the latest URL below depending on whether using a Sandbox or Production org. Begin by logging into the instance of Salesforce to be used. Visit the install link in the same browser and select "Install for all users". The current release is 1.17.1.

Setting up Named Credentials

Using Named Credentials with Salesforce ensures security and authentication are friction-free by simplifying the critical task of securely storing login details and authenticating with external APIs. Language I/O Article Management leverages Salesforce's Named Credentials extensively, which allows per org, per profile, as well as per user-level endpoints and credentials for flexible and powerful Language I/O omni-language translation integrations.
Step Action
1

After receiving the credentials:

  • From Setup enter Named Credentials into Quick Find box.
  • Select Named Credentials, then click New Named Credential. 

Note: 

  • This can be done from either Classic or Lightning Experience.

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2

Give it a label and name.

Note:

  • The name is used later in our Custom Settings, in order for the Article app to know which credentials and endpoint to use to communicate with the backend.
3

This is also where to enter the credentials and endpoint that were received earlier.

  • From Authentication section, choose Named Principal as the Identity Type, Password Authentication as Authentication Protocol, and then enter the username and password.
  • For the endpoint's URL, unless instructed otherwise, use https://golinguist.com/linguistnow/resources.

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4

Click Save.

Custom Settings

Before using Language I/O Article Translation for Salesforce,  an org-wide default custom setting named Language I/O Articles Settings must be created.

Step Action
1

From Setup/Custom Settings, click on Manage to the left of Language I/O Articles Settings. 

2

Create New at the root level to create a new Default Organization Level value.

Note:

  • If  upgrading from a previous version, click Edit.
3

Named Credential should match the name of the Named Credential created earlier. Enter the API Name of the queues where all translation drafts and completed translations are saved.

The following screenshot shows a basic configuration.

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Create a Visualforce Tab

Step Action
1 From Setup, enter Tabs in Quick Find. 
2

Click on Tabs. 

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3

Create a new Visualforce Tab.

4 Select HelpProjects as the Visualforce Page. 
5 Enter a Tab Label and select a Tab Style.
6 Click Next to set the profiles where the tabs are visible.
7 Click Next to make the tab visible to any apps.
8

Finally click Save.

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Note:

  • After the Visualforce tab has been created, it can ne made visible to the user by including the tab to a favorite app, i.e., Sample Console.

Site Setting

Step Action
1 When first running the app, an error appears asking for a url to be added to the Remote Site Settings. 
2 Copy the prompted domain name (e.g. https://somedomain.com) then go to Setup/Remote Site Setting. 
3 Add the copied domain to the remote site settings. 
4 Run the app again.

 

 

 

 

 

 

 

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