Pre-requisites
Before installing the Unbabel for Salesforce Knowledge Base, please ensure your org meets all the listed pre-requisites.
- Before proceeding, ensure you have completed the installation guides for the Unbabel Connector.
- To guarantee correct installation, we recommend completing these steps using an integration/admin profile (or equivalent), with permission to edit all the articles that will be submitted for translation.
- Note that the Knowledge article object name varies by Salesforce organization. You can find your object name in Unbabel KB - Configuration Menu, in the section “Fields to translate”, under the “Article Name” column.
Enhanced email
To move with the installation, your organization must have Enhanced email enabled.
1 - Go to Setup - Enhanced Email.
2 - Click Enable.
Enabling Knowledge, Lightning Knowledge and Knowledge users
It's likely that if you're seeking the Unbabel solution, this is already true. Nevertheless, please make sure to enable Knowledge in the org and make all relevant users Knowledge users as explained below.
Enable Knowledge and Languages
To enable Knowledge for your organization:
1 - Go to Setup.
2 - Search for Knowledge Settings.
3 - In case you don't have the Knowledge Base Active, a panel like the one below will show up. Otherwise, proceed to the next point.
4 - Read the information regarding the Knowledge activation and check the box that states that you understand the impact of the activation; Enable Salesforce Knowledge.
5 - In the section “Language Settings”, select Multiple Languages.
6 - Select the relevant languages and mark them as Active.
7 - Click Save.
Enable Lightning Knowledge
1 - In the same Knowledge Settings menu and once Knowledge is active, search for the Enable Lightning Knowledge checkbox.
2 - Check the option.
Enabling Lightning Knowledge is fundamental to ensure the Unbabel app works correctly, as the database model Unbabel use is only compatible with Lightning.
Add Knowledge users
All users requesting translations need to be Knowledge users, but so does the Integration user.
The Integration user, whether a real user or api-only, needs to be a Knowledge user in order to allow the object updates required by the Unbabel app.
1 - Go to Setup.
2 - Type Users in the Quick find box.
3 - Find the user you want to edit in the list, and click Edit.
4 - Check the Knowledge User box.
5 - Save changes.
6 - Repeat for all necessary users.
Ensure Integration user is a Service Cloud user
Because the translation process uses an email service, the Integration user also needs to be checked as a Service Cloud User. See how to in this article.
Please ensure the Integration user, whether a real user or api-only, is a Service Cloud user.
Lightning view of Visualforce Pages (Optional)
To guarantee that the org users do see the visualforce pages in the lightning format, follow the following instructions:
1 - Open the Developer Console.
2 - Switch to the Query Editor tab.
3 - Type the following query in the editor: SELECT UserPreferencesLightningExperiencePreferred, Id, Username FROM User and click Execute. In case any of the values in (3) is set to False, please change it to True and click Save Rows.
Configuring native Salesforce permissions
Salesforce has limitations on allowing managed packages to automatically grant access to standard objects, fields, and certain APIs. In addition to the permissions provided by the Unbabel KB Permission Set, the following permissions are necessary to ensure the full functionality of Unbabel components. If your users don't yet have these permissions, please be sure to assign them.
Object Settings - Knowledge Article object type
- Create, Read, and Update access.
- Read access to the fields: “OwnerId”, “MasterVersionId”, “KnowledgeArticleId”, “Language”, “ArticleMasterLanguage”, “IsMasterLanguage”, “PublishStatus”, “Title”, “TranslationCompletedDate”.
- Read and Edit access to the fields selected for translation in the Unbabel KB - Configuration Menu.
App Permissions - Knowledge Management
- Article Translation - Submit for Translation
- Manage Articles
- View Archived Articles
- View Draft Articles
If these permissions are not already configured, please follow these steps to add them to the relevant Permission Set or Profile.
1 - Click Object Settings and select the relevant Knowledge article object.
2 - Click Edit.
3 - In the section “Object Permissions”, enable Create, Read, and Update.
4 - In the section “Field Permissions”, enable Edit Access to all fields to translate and Read Access to the fields: “OwnerId”, “MasterVersionId”, “KnowledgeArticleId”, “Language”, “ArticleMasterLanguage”, “IsMasterLanguage”, “PublishStatus”, “Title”, “TranslationCompletedDate”.
5 - Click Save.
6 - Return to Permission Set Overview.
7 - Click App Permissions - Edit.
8 - In the “Knowledge Management” section, enable:
- Article Translation - Submit for Translation
- Manage Articles
- View Archived Articles
- View Draft Articles
9 - Click Save.
10 - Assign this Permission Set or Profile to all relevant users.
Package Installation
In order to guarantee the correct installation, we advise that the Installations and Configuration steps are followed by a user with a System Administrator profile or equivalent.
- App Version: v2.10
- Installation URL: [Your Domain]/packaging/installPackage.apexp?p0=04tWV0000006dDB
1 - To install, copy the following URL while logged in (replace by you organization domain) to your browser and press enter.
2 - This screen will appear and you should select "Install for Admins Only", or the option that suits best your organization needs. Click the "Install" button.
3 - When the installation completes, a installation complete screen similar to the one below should prompt in your screen.
4 - Click Done.
Configurations
With the package installed, you have the pieces with which to start translating your articles. There are still required configurations to go through. Let's start with adding the Unbabel KB permissions.