How to add a new homepage component for Knowledge base


On your homepage in Salesforce you have two Connexys support links: Knowledge base and Submit a request. If you are not automatically logged in to the support environment when clicking on Knowledge base, the admin of your org can create a new homepage component for this link.

--Below the steps to create a new homepage component for Knowledge base--

Step 1: Go to  Setup --> Build - Customize - Home - Custom Links

Step 2: Create a new custom link with a label that is suitable for your organisation (but still clear to users what it is for). The name will be automatically filled based on the label.

- The behavior should be on "Display in new window" and the content source needs to be "URL".

- The value is:

OR: You can also edit the existing Knowledge base custom link and change the value to:

Step 3: To make sure the new custom link is shown on the homepage, you also need to add to the existing homepage component or create a new one. For this you go to Setup --> Build - Customize - Home - Home Page Components. You either create a new component or edit the current used one. When creating a new component, you need to add both links: Knowledge base (either the new one or the altered old one) and Submit a request.

OR: If you changed the existing custom link in Step 2, you do not need to create a new homepage component, because the exisiting custom link is already available on the homepage.

Step 4: If you have create a new homepage component, you need to add this to the layout via: Setup --> Build - Customize - Home - Home Page Layouts.

Please note that some organizations do their own (first line of) support and the above mentioned links are therefore not available in those Salesforce orgs

Was this article helpful?
0 out of 0 found this helpful


Powered by Zendesk