There are 2 methods solutions to this: 1) Toggle to match by name or find by name. 2) Add a Salesforce Search Objection action to get out the Salesforce ID and the ID in the search object step can be used as the parent ID.
- Export the Topics object via Data Loader.
- Get the ID on the URL of the Topic record page. (In Salesforce Classic, the ID is after “id=” while in Lightning Experience, the ID is between “Topic/” and “/view”.)
Table of Contents
How do I get an object’s Salesforce ID?
To get an object’s Salesforce ID then, will need to involve a search step. After a search step in Salesforce, all subsequent steps within that recipe will have access to the result’s data on the right hand side/App Data.
How do I set up navigational topics in Salesforce?
Click Topics. Select Navigational Topics. In Enter a navigational topic, enter Customer Support and click + Add. In Enter a navigational topic, enter Social Groups and click + Add. In Enter a navigational topic, enter New Products and click + Add. Click Save. Now set these topics as featured on your site.
Are Salesforce IDs always alphanumeric?
The most important thing to note here is that Salesforce IDs are always alphanumeric, that is it is a combination of numbers and characters. How do you get an ID of an object that I’m looking for?
How do I add customer support to my site in Salesforce?
Click the setup gear and select Service Setup. Enter All Sites in Quick Find, then select All Sites. Next to Category 1 Biking, click Workspaces. Select the Content Management tile. Click Topics. Select Navigational Topics. In Enter a navigational topic, enter Customer Support and click + Add.
How do I view a topic in Salesforce?
To open a topic detail page, click a topic or hashtag. On the topic detail page, you can: Search a topic feed to quickly find relevant information. You can also scan the feed to learn about the topic and see the people and public groups that are interested in it.
How do I enable a topic in Salesforce?
Enable Topics for ArticlesFrom Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Click the article type name where you want to enable topics.Check Enable topics.Select which fields you want to use for suggestions.Click Save.More items…
How do I assign a topic in Salesforce?
Required Editions and User Permissions Click an article, and then type to assign topics. Choose a suggested topic or type a new one. Type a comma (,) after your new topic to add it to the article. You can click existing topics to remove them.
Where is topics in Salesforce lightning?
Required Editions and User Permissions By default, topics are enabled for most standard objects. To configure topics for objects, including custom objects, from Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects. Create a record page for Lightning Experience.
What is topic in Salesforce?
Topics are words or phrases that you can associate with Salesforce records to organize them around common themes. Tags are words or short phrases that you can associate with most Salesforce records to describe and organize their data in a personalized way.
How do I enable topics in Salesforce lightning?
2 AnswersFrom Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Select an object.At the right, select Enable Topics.Select the text fields that you want to use for topic suggestions. … Click Save to save changes for all objects.
How many topics are there in Salesforce?
To enable up to 10 topics for content at the same time, select the topics and click Enable for Content. After enabling topics for content, you can associate the topics with your native content. and select Edit.
How do I add a community topic in Salesforce?
Now set these topics as featured on your site.Select Featured Topics.Click in the Select a topic box and select Customer Support.Click + Add.Click in the Select a topic box and select Social Groups.Click + Add.Click in the Select a topic box and select New Products.Click + Add.Click Save.
Set Navigational Topics
You enabled topics earlier in this project. Now set up three topics that Category 1 Biking has chosen as top topics for their site: Social Groups, New Products, and Customer Support. You update those from Experience Workspaces.
Add Images to Topics
Next, add some images for each topic. Download this zip file to access images you can use for this project. Be sure to unzip the file.
Add Topics to Articles
Finally, associate these topics with the articles you created previously in the project.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What is a Salesforce ID?
Every record in Salesforce is marked by a unique identifier, or an ID. You can know a record’s ID by going to the record’s detail page, and take a look at its link in the browser.
How do you get an ID of an object that I’m looking for?
When a Salesforce action in Workato asks for an ID, It specifically asks for that. No other IDs from any other application will work.
Set Navigational Topics
Set Featured Topics
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Now set these topics as featured on your site. 1. Select Featured Topics. 2. Click in the Select a topic box and select Customer Support. 3. Click + Add. 4. Click in the Select a topic box and select Social Groups. 5. Click + Add. 6. Click in the Select a topic box and select New Products. 7. Click + Add. 8. Click Save.
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Add Images to Topics
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Next, add some images for each topic. Download this zip fileto access images you can use for this project. Be sure to unzip the file. 1. Click the pencil icon next to Customer Support. 2. Click Upload thumbnail image. 3. Select support.pngfrom the downloaded folder. Wait for the image to display. 4. Click Close. 5. Click the pencil icon next to Social Groups. 6. Click Upload thumbnail i…
Add Topics to Articles
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