Export Salesforce Knowledge Articles: A Step-by-Step Guide

Published
February 29, 2024
LAST UPDATED
January 7, 2025
TL;DR

From Setup, enter Export Articles for Translation in the Quick Find box.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you're managing Salesforce, you might love Bardeen's AI automation tools. They help with data export, lead scoring, and more. Use it to save time and focus on high-value tasks.

How to Export Knowledge Articles in Salesforce

Exporting knowledge articles in Salesforce is a crucial task for organizations looking to back up their data, share information across platforms, or prepare content for translation. This guide provides comprehensive instructions on various methods to export knowledge articles from Salesforce.

Automate your Salesforce workflows and save time on repetitive tasks. Start with Bardeen: Download Bardeen now.

Export Articles for Translation in Salesforce

To export articles specifically for translation purposes, Salesforce offers a built-in feature. Follow these steps:

  1. From Setup, enter 'Export Articles for Translation' in the Quick Find box, then select 'Export Articles for Translation'.
  2. Select the queue that contains the articles you're exporting.
  3. Choose to export 'All articles' to export every article in the queue or 'Updated articles' to only export articles that have been modified or added since the last export.
  4. Click 'Continue'.
  5. Select the source and target language pairs you want to export. Salesforce creates a separate .zip file for every article type in each language pair.
  6. Click 'Export Now'.
__wf_reserved_inherit

Ensure to retain the .zip file structure for a successful import when the translation is complete.

Using Salesforce Data Loader for Exporting Knowledge Articles

For a more general export of knowledge articles, including those with images or in bulk, Salesforce Data Loader can be used. However, it's important to note that one of the excerpts mentioned that Data Loader might not work for articles containing images. In such cases, consider using third-party apps like Heroku for exporting.

Exporting Articles Using Heroku

Heroku offers a solution for exporting articles from Salesforce without needing any installation. Follow these steps:

  1. Log in to your Salesforce Production Org.
  2. Access the Heroku export article link: 'https://kbapps2.herokuapp.com/exportk2k/'.
  3. Choose 'Production' and provide your Salesforce login credentials.
  4. Select the filters for the articles you wish to export, such as Publication Status and Language.
  5. Export the articles in Salesforce Article importer format.
  6. A mail will be sent to the exported user with a download link for the exported articles.

This method allows exporting a maximum of 500 articles at a time and requires the user to have Sys Admin or CCBIC profiles in Salesforce.

Looking to streamline your Salesforce data management? Check out our guide on Salesforce integration and workflow automation for SDRs and Sales Ops teams.

General Tips for Exporting Knowledge Articles

When exporting knowledge articles, whether for translation or other purposes, it's essential to:

  • Check the Knowledge user checkbox for the required user.
  • Ensure the user has read/edit/create article permissions.
  • Verify that the Article type and data category are identical in both the source and target orgs if importing to another Salesforce org.

Following these guidelines will help ensure a smooth export and import process for your Salesforce knowledge articles.

Automate Salesforce: Sync with HubSpot and Notion Easily

While exporting knowledge articles in Salesforce manually is a crucial step for data management, automation can significantly streamline this process, enhancing efficiency and accuracy. By leveraging Bardeen's automation capabilities, you can automate repetitive tasks related to Salesforce data handling and focus on more strategic activities.

Consider these automation examples:

  1. Save a Salesforce account to HubSpot as new company: Seamlessly sync account information between Salesforce and HubSpot, ensuring your sales and marketing teams are always aligned.
  2. Copy all Salesforce accounts to Notion: Centralize your account data by automatically transferring it from Salesforce to a Notion database, facilitating better team collaboration and data accessibility.
  3. Save a Salesforce contact as a new HubSpot contact: Enhance your CRM strategy by automatically syncing contacts between Salesforce and HubSpot, keeping all customer interactions up-to-date.

Automating your Salesforce workflows with Bardeen not only saves time but also reduces the risk of manual errors, allowing you to maintain a clean and organized database. Start automating today by downloading the Bardeen app at Bardeen.ai/download.

Jason Gong

Jason is the Head of Growth at Bardeen. As a previous YC founder and early growth hire at Kite and Affirm, he is an expert on scaling high-leverage sales, marketing, and GTM tactics across multiple channels with automation. The same type of automation Bardeen is now innovating with AI. He lives in Oakland with his family and enjoys hikes, tennis, golf, and anything that can tire out his dog Orca.

Contents

The AI Copilot for GTM Teams

Start automating sales, marketing, and operations tasks with the first AI Copilot for GTM teams.

Get started with Bardeen
Get started

Related frequently asked questions

How to Add a Date Picker in Google Sheets: A Step-by-Step Guide

Learn how to insert a date picker in Google Sheets using Data Validation for easy date input, enhancing tracking of deadlines and schedules.

Read more
HubSpot Contact Filtering Guide in 5 Easy Steps

Learn to filter contacts in HubSpot in 5 steps, including using advanced filters and customizing views, to improve marketing and sales strategies.

Read more
Solving Salesforce Row Level Formula Limitations - 6 Steps

Learn why you can't add a row level formula in Salesforce due to report type limitations and discover workarounds to enhance reporting capabilities.

Read more
Efficiently Import Multiple CSV Files to Google Sheets: A Step-by-Step Guide

Learn to import multiple CSV files into Google Sheets using Coupler.io or Google Apps Script for automation, saving time and ensuring up-to-date data.

Read more
Create Tables in Notion: A Step-by-Step Guide

Learn to create and customize tables in Notion, including simple tables, tables of contents, and resizing options for better organization.

Read more
Nesting Pages in Notion: A Simple Guide (3 Steps)

Learn how to nest pages in Notion using the '/page' command, sidebar, and drag-and-drop, for an organized workspace. Simple 3-step guide.

Read more
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
Reading time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.