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Publish to Salesforce.com

So you have connected to Salesforce.com and now you want to start sending assets over.

To start, you must choose which libraries you want to connect to. You can do so by going to Settings --> App center --> install more apps--> salesforce--> choose your salesforce.com account and hit the install button. This will allow you to select the libraries:



Note: If you select your personal account, for example, Kapost Dev (in the screenshot) this will not send a file to a library but rather the File Upload Area.

Also in these settings you can choose whether you want a chatter message to be created each time you publish to Salesforce.com.  You can post to your own chatter or to a group chatter, which you will choose when you promote your piece.

Once you hit save, you can publish to Salesforce.com from Kapost three different ways:

1) Publish to Salesforce.com as a primary destination using a "Document" content type.

  • Will send a file over to Salesforce.

2) Promote to Salesforce.com as a promotion destination using a "Document" content type.

  • Will send a link of the file that has been published (i.e: published to Slideshare) to Salesforce.

3) Promote to Salesforce.com as a promotion destination using a "Blog Post" content type.

  • Will send a link of the blog post that you have published (i.e. published to WordPress) to Salesforce.

All three ways will create a "Chatter" message inside of Salesforce - it will go to your personal chatter, and you can choose a group chatter if you wish.

Let's walk through 1) publishing as a primary destination:

In this help article, I will be sending over a document in Kapost to Salesforce.com. When you create a new asset to send over to Salesforce.com, you want to make sure you are using a content type with a document body type.  Make sure that Salesforce is listed as one of the publishing destinations for that content type.



Add your asset. When it is time to publish, you will be able to select Salesforce.com as the publishing destination. When your publish is successfully sent over, your asset will appear under "Content" in Salesforce.com and a chatter message will appear on your Salesforce.com home feed.




Publishing way 2) Promoting a "document" content type:

So, you've published a piece to Slideshare, for example,, and now you want to send over the URL of this piece to Salesforce.com. On the published document, you can scroll down to "Promotion" and promote to Salesforce. A chatter message will appear on your Salesforce.com home feed.



Publishing way 3) Promoting a published blog post link:

Similar to promoting a document, you can publish a blog post link. On your published blog post, you can scroll down to "Promotion" and promote to Salesforce. A dropdown menu will allow you to choose a library or group chatter to post to.  A chatter message will appear on your Salesforce.com home feed when you promote to Salesforce.com

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