Knowledge Sync: Salesforce Knowledge

Role: Admin

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Unify fragmented & siloed knowledge. Easily sync content from Salesforce and empower your team with a unified Guru knowledge base

Our Salesforce Sync feature is a part of our Knowledge Sync offerings. Learn more about Guru's Knowledge Sync feature here.

To setup your Salesforce Knowledge Sync:

  1. Navigate to the Web App and click on your Avatar on the top-right corner.

  2. Select Team Settings from the dropdown menu.

  3. Select Knowledge Sync from the left sidebar

  4. Click Sync a New Collection and select Salesforce as the External App Type.

  5. Click Authorize to sync with Salesforce using your username and password

  6. Once your account is authorized, choose a folder to sync.

  7. Title your collection and Click Save. See below for an example:

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NOTE: View and edit permissions are still managed in Salesforce once the Collection is Synced. This means that if any Guru user attempts to access synced information, they will also require permission in Salesforce to view or edit the content.

  1. Once you click save, please allow up to 24 hours for the initial sync to go through.

  2. Navigate to the Knowledge Tab and select the Collection to which you've synced.

  3. View your Salesforce Knowledge Base as Guru Cards!

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