Skip to content
HelpdeskEnterprise plan

Salesforce

Discover how Paligo takes your Salesforce Knowledge operations to a new level of efficiency.

Salesforce and Paligo logos

Bring your knowledge to life and transform your help center into a powerhouse of organized, easily accessible knowledge with our powerful Salesforce integration and Paligo’s Salesforce Preflight, enabling Salesforce to be your the ultimate repository for all your documentation needs, all courtesy of Paligo.

Salesforce and Paligo logos

Effortless publishing to Salesforce

The Salesforce integration seamlessly connects Paligo with Salesforce’s platform, offering organizations a robust solution for documentation and help center management. The integration enables users to push content directly from Paligo to Salesforce, eliminating manual transfers and streamlining workflow processes.

Paligo publish dialog generating a preflight structure, with the Salesforce logo

Empowering users with Salesforce Knowledge

Salesforce Knowledge enables Salesforce users to build a knowledge base inside of Salesforce, encouraging customer self-service and empowering their customers with knowledge sharing. For simpler, non-complex document structures users can publish knowledge to Salesforce directly from Paligo.

Paligo Preflight tree mapping topics to Community, NAV. Topic and Article levels

Level up with Salesforce Nested Publishing

Paligo has a Salesforce Nested Layout which you can use to publish multi-level, complex documentation just as it appears in the Paligo editor. It allows you to publish content directly to both articles and navigational topics, maintaining your publishing hierarchy, therefore saving you time and ensuring complete control over your output’s layout.

Paligo component panel with Status and Type settings, with the Salesforce logo

Salesforce Preflight: Map Before You Publish

Salesforce Preflight provides users of the Paligo Salesforce integration with a visual preview, simplifying content mapping and allowing for precise control over publication status. With this intuitive visual preview, you can ensure that your content is perfectly organized and ready to go before it ever reaches your customers’ eyes.

See the Salesforce integration in action

Book a 30-minute walkthrough with a Paligo solutions engineer — on your content, your use case.

Book a demo

Let's talk documentation

Book a demo
built around your workflows.

  1. Tell us what you needShare a little about your team’s challenges.
  2. Have an exploratory callTalk requirements with our sales team.
  3. See a demo tailored to your teamExplore relevant workflows and get answers to your specific questions.

4.9/5 TrustRadius — Join 4000+ documentation leaders

  • Amazon
  • Fujifilm
  • Allianz
  • Honeywell Sparta Systems