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Publish Articles and Translations
Publishing articles and translations makes them visible in all channels selected. If you publish an article that has translations, all translations of the article are published as well.
Required Editions
| Available in Salesforce Classic and Lightning Experience. View supported editions. |
You can publish an article or translation from the Article Management tab or the article’s or translation’s detail page. To publish in Classic Knowledge, you need the publish permission on an article's article type and the “Publish Articles” or “Publish Translated Articles” article action to publish an article or translation. To publish in Lightning Knowledge, you need the associated User Profile perms.
When publishing articles keep the following in mind.
- You can choose to publish directly or schedule publishing for a future date and, optionally,
time. Articles you scheduled for publication later continue to appear in the Draft Articles
filter, now with the pending icon (an orange clock) next to the article title in Salesforce
Classic. To see the publication date, hover over the icon. The pending icon isn’t available in
Lightning Experience.
Tip To cancel a scheduled publication, click Cancel Publication on the article or translation detail or edit page. - Publication times occur in 15-minute intervals, therefore we cannot guarantee publication will match the exact time you specify.
- A scheduled article’s pending icon isn’t supported for list views.
- The pending icon is shown only in Salesforce Classic’s Article Management tab.
- The Cancel Publication button isn’t available from a draft article in Lightning Experience.
- An article in an approval process might be sent to a queue to be published even if it is scheduled to publish immediately. This happens when the article is very large, there are many active languages, or there are many other articles to publish at that time. To mitigate performance issues, the article is sent to a queue until it can be published successfully, usually within minutes. Also, note that the Last Modified By field shows Automated Process as the last user to modify the article.
- If the draft being published is a working copy of a currently published article, it is published as a new version of the original.
- For articles and translations that have already been published, select the Flag as new version checkbox to make the new article icon display next to your article in the selected channels. Readers from these channels can see that this article has been modified since the last time they’ve read it. This checkbox is not available when you publish an article for the first time, as the icon displays by default for new articles.
- If you assign an article that is scheduled for publication, you also cancel the scheduled publication.
- Scheduling a publication removes any assignment information. The user who scheduled the publication is assigned to the article.
- Conflicts might occur when different support rep perform actions on the same articles simultaneously. Depending on who performs the action first, the articles will not be available for subsequent users though the articles still display momentarily in the articles list. Performing an action on these articles results in a conflict error.
- If you have the “Publish Articles” article action and an approval process is set up for an article, you see both Publish... and Submit for Approval buttons.
| Action | Translated Article Version Where Action is Exposed |
|---|---|
| Assign | Draft Primary, Draft Translation |
| Submit for Translation | Draft Primary, Published Primary |
| Publish | Draft Primary, Draft Translation |
| Archive | Published Primary |
| Edit | Draft Primary, Draft Translation |
| Edit as Draft | Published Primary |
| Delete | Draft Primary, Draft Translation |
| Change Record Type | Draft Primary |
| Submit for Approval | Draft Primary |
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