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Adding How-to instructions to Salesforce Knowledge Base

In this article, we will review the process of adding how-to instructions to Salesforce KB articles.

Updated over a year ago

1. Select the relevant video and Click on Share

Select the relevant video and Click on Share

2. Click "SMART COPY"

Select the "Smart Copy" tab. Smart copy enables you to copy How-to's in a format which is optimized for Salesforce.

Click

3. Click on the Salesforce Icon

Once selected, the instructions will be copied into your clipboard.

Click on the Salesforce Icon

4. Switch to the relevant Salesforce KB article

Navigate to the page where you want to use the instructions

Switch to the relevant Salesforce KB article

5. Paste the instructions into the Salesforce KB Article

The instructions will be pasted in a format that has been optimized for Salesforce.

Paste the instructions into the Salesforce KB Article
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