Salesforce support & Vanilla Community/Knowledge & API Question

Unknown
edited November 2019 in Help

Hello Everyone,

I have a question from a prospect who is primarily looking at us for their community forum but are interested in the possibility of moving their knowledge base from SF to Vanilla eventually. One of the requirements of their Support Manager would have has to do with the way that their support agents are able to find the relevant documentation and easily share that into a support case.

Currently support resides here:

The forums/ideas are hopefully moving to Vanilla and the documentation perhaps at a later date.

The request was specifically:

From a Salesforce case, the following must be possible:

-Support Agent must have a way to search public articles on support.panopto.com

-Once the right result is located, they must have a single-click way to add the article URL into the case comments section 

If both documentation & forums lived in Vanilla, but they were still using SFDC for support, the request is more specifically asking whether or not it would require their SFDC administrator to build something on that side of things or whether or not it would involve our pro-services (or both perhaps?).

If there support agent needs to find a knowledge base article that exist on Vanilla from their support case, would that require their SFDC Admin building something using Vanilla's search API to make that content that exists on Vanilla accessible there?

Lkewise, if the action of adding the article to their support case is supposed to be in 1 click, that too would exist on their side?

My guess is that this actually involves their own development using our API. That said, I wanted to know if anyone could speak to the feasibility of that and what endpoints might be required.

Comments

  • Why not just use the browser.... all of our pages have unique urls, so why not just copy and paste the url from the browser into SF?

  • I guess the question is should it be possible using our API to build out such a self-made integration into their SF? SF is where the cases live so I imagine that's where this has to take place. the KB was built 100% on the API so I imagine it's well suited for the job but I guess I was hoping for some specifics or any potential drawbacks anyone might be aware of.

  • You could Search our content, using the API. It's not that hard to do, the trick is making a pretty UI.


    e.g. this is a simple api call. It returns text.

    http://rhys.vanillademo.com/api/v2/knowledge/search?global=true&body=cat