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Insert Smart Links into Articles

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Insert Smart Links into Articles

Smart links go to the right article and version, even when a new version is published or the URL name changes. You create smart links in your article’s rich text fields, so rich text fields must be enabled.

Required Editions

Available in Salesforce Classic and Lightning Experience. View supported editions.
User Permissions Needed
To create articles:

Manage Articles

AND

Read and Create in the user profile
  1. Edit an article.
  2. In the rich text editor toolbar, click the Smart Link iconRich text area smart link icon.
  3. Optional: Choose the publication status and, if your knowledge base has multiple languages, choose the language.
  4. In the Link to Article list, select an article.
    Selct from the link to article dropdown.
  5. Optional: To specify how the smart link opens in public sites and Salesforce Classic, select the target from the dropdown.
  6. Optional: To specify how the link opens in Lightning Experience apps and consoles, select the Lightning target.
  7. Click Insert Link.
    Smart links use more characters than what is displayed in the editor. If you see an error that you have surpassed the character limit, have your administrator increase the limit.
  • Target Behavior for Smart Links
    You can specify how smart links open using the different types of target options. Understand the behavior of each option and how smart links created in Salesforce Classic behave in Lightning Experience.
  • Smart Link Considerations
    Keep these considerations in mind when you use smart links.

See Also

 
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Salesforce Help | Article