We recently implemented Salesforce Knowledge to track solutions to common workflow questions and troubleshooting scenarios. I'm curious to know if there is any integration or planned integration between Salesforce Knowledge and Gainsight PX. For example, if a Salesforce Knowledge article is created and accepted that information could be used to populate a guide or in-product doc via Gainsight PX without have to manually port over the information.
Thanks!
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Integration between Gainsight PX and Salesforce Knowledge?
+5Best answer by harshibanka
@john_apple great question!
Currently, following options are available:
Currently, following options are available:
- Add a link to your SalesForce Knowledge in the in-app engagement/ guide
- Add a CTA type button linking to SF Knowledge
- Add these SF Knowledge Links to the Knowledge Center Bot which users can access any time
+2@john_apple great question!
Currently, following options are available:
Currently, following options are available:
- Add a link to your SalesForce Knowledge in the in-app engagement/ guide
- Add a CTA type button linking to SF Knowledge
- Add these SF Knowledge Links to the Knowledge Center Bot which users can access any time
Harshi (pronounced like the Hershey's chocolate); PLG and Digital CS Evangelist
+5Thank you! Could you example point #2 a little further?
+2As you can see in the image, this is a sample In-App Engagement with a "Button"/CTA which could bear link to your SF Knowledge Center, which would mean you can show an in-app engagement to a user and direct them to SF Knowledge Centre through this CTA.
Let me know if it clarifies.
Let me know if it clarifies.
Harshi (pronounced like the Hershey's chocolate); PLG and Digital CS Evangelist
+5Hi
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