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Using Article Translation for Salesforce Lightning and Classic - Absaroka Release

Overview

The Language I/O Article Translation integration for Salesforce.com automates the search and pull of articles from the knowledge repository for translation, stewards the content through translation and imports translated articles back into Salesforce. It supports both Lightning Experience and Classic UIs, and their respective article and record types. This documentation will cover the process of article translation.

Translation Workflow

1. Create Project 

Navigate to the console that contains the installed Language I/O Article Translation plug-in (here Absaroka). In the upper right, click on "Create New Project."

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2. Search for Articles

In Step 1 of 3 for project creation, you see options to set article criteria.  They include search options by:

a. Language - a source language for articles. Only one source language may be used by each project, so to translate from multiple languages, a separate project must be created for each.

b. Status - Published or Draft - Salesforce handles published and draft articles separately. Select whether you would like to search through your published or draft content, for translation.

c. Article Number - if you know the article numbers of the articles you would like to translate, please use this field to search by it. The article numbers are in comma separated format, e.g., 000003713,000005672.

d. Search Term - Free text search of the article title for a keyword entered here

e. Topics - select one or multiple topics to limit your search to articles that contain at least one of these topics

f. Data Categories - You may select one parent category at a time and its children to limit your search results. Note: This is not an either/or search, so please do not select multiple parent categories as no articles will be returned, as they are not in both categories.  

g. Created - Limited the search to articles created within the given date range

h. Updated - Limited the search to articles last updated within the given date range. For example, find the articles updated this week and submit them for translation.

i. Record Types - Select the Record Types of your articles. This will be specific to your organization's set up in Lightning Experience. In Classic, this is where you specify the article types to be searched.

j. Channels - Select the channels of your articles. This will be specific to your organization's set up.

k. Outdated Translations - Select the "Only show articles with outdated translations" to look for articles who translations have fallen behind the source content.

l. No Translations - Select the "Only show articles with no translations in the selected languages" toggle and the desired languages in the selector below to find articles that don't exist in your target locales

Once you have sufficiently limited your search parameters, click "Search" in the bottom right corner.

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3. Select Articles

Of the returned articles, select the ones you would like to translate by clicking the check boxes on the left hand side. The articles may be sorted by Created and Updated date, just click on the corresponding column name.

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When you are satisfied with your selection, click on "Next: Name Project."

4. Select Languages and Name Project

At this 3rd step of 3 in Project Creation, you can give your project a name that you will recognize. You can select the languages into which you would like to translate the articles you have selected in the previous step. If you toggle "Publish" those article translations will be automatically published when translation is complete. You will have a chance to review the costs associated with the project before the project starts. Click on "Request Quote" to continue.

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You should see a "Project Successfully Created" message at the top and an option to "View Projects" in the bottom left. If you receive an error instead, please contact Language I/O Support.

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5. Review Quote and Select Start

From the main projects list, wait for the quote to be generated, then click on "Quote" to review it. You may also access the list of articles in this project by clicking "Articles." Projects that have been started or completed will not have a check box on the left and you will see "Cost" instead of "Quote."

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Within the quote, you will see the translation cost for the articles and locales that you have selected. You will also see a "Project Management Fee" percentage and amount, which will change depending on the start option you select. The start options are:

a. Auto Start - This project will start automatically when you continue, with the costs detailed in the quote above. The project management fee is reduced because of this automation. 

b. Rush Start - Same as Auto Start above, but with the request that the linguists do these translations as quickly as possible. Note the increased project management fee and total above. Please specify if there is any end date in the "Project Notes" below and our PM will be in touch to confirm whether or not this will be feasible.

c. Detailed Start - If you are not ready to being, but would like more information from our PM, including a break down of cost by language, word count, or possible timing, please select this option. The project will not start but we will be in touch with additional information.

Project Notes will be reviewed by the Language I/O project manager, so please any delivery date requirements and other additional specifications here. We will email you if the requirements are not feasible. 

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6. Approve or View Translated Articles

The articles are pushed back when the project status updates to "Project Completed" and will either be published automatically or pushed in as drafts, depending on your selection during project creation. You may find the drafts for each language in the "Knowledge" --> "Draft Articles" section of Salesforce.

Note: If you attempt to create a project with articles which already has drafts in translation, you will receive a confirmation dialogue asking if you want to continue with this process, as it may cause some of the translated drafts to fail the automatic push back in (as duplicates will now exist).

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7. Project Cancel

If you want to cancel any projects you created but have not started, that can be done by checking their line item in the main Projects List and clicking "Cancel Project" in the upper right.  Once a project is started, you will not have this option from the menu and will need to contact our PM or Support for further assistance. 

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Link and Image Localization

In addition to automating the pull and push of content during the translation process, Language I/O also automates the re-writing of links to image files, related articles and websites so that a translated article links to translated resources.

If you provide locale specific versions of images, we will update the image links as well as rewrite the related article links during translation.

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