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NIKHIL_SFDCNIKHIL_SFDC 

How to use our preexist pdfs as knowledge base articles in salesforce

We have some PDFs already and want to use them as a knowledge base article in salesforce.com.

We have one option to upload file (datatype in Article Type object) but this sends a link of file to our customer.

My question is can we send that PDF as knowledge base article as a attachment in email to customer?

Sonam_SFDCSonam_SFDC

Hey Nikhil,

 

Have to already uploaded these PDFs as Knowledgebase articles in salesforce?

 

If your agents have these PDFs handy on their desktop - they can simply add these as a attachments in the email being sent to user - only if the attachment is more than 3 MB will it be sent as a HTML link otherwise it will remain in PDF format.

 

If you have imported these PDFs in Salesforce as Articles - you can follow the steps in the doc to send the article as a PDF:

https://help.salesforce.com/HTViewHelpDoc?id=cases_send_articles.htm&language=en_US

 

Hope I understood your issue and the info helps! 

 

Let me know if something is not clear..
Naveen KNNaveen KN

Effective ways to export articles from Salesforce sandbox 
https://www.codekiat.com/2020/04/export-knowledge-articles-salesforce.html 

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Naveen K N