---
title: "Set up articles"
canonical: "https://support.appfire.com/space/SFPUBC/478118701/Set%20up%20articles"
format: markdown
---
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> ℹ️ ### Quick terminology guide
> ℹ️ 
> ℹ️ - A Record type will be used to classify published articles. You will create one and then as part of the Publisher configuration you are going to select it to publish new articles.
> ℹ️ - A Record type is associated with a Page Layout. You are going to do that association explicitly.
> ℹ️ - A Page Layout contains fields that will be rendered when you access your articles. Those fields require a certain configuration that this page details.

This page shows you how  to create a Record Type, a Page Layout and its required fields.

> ℹ️ ### Default Record Type created
> ℹ️ 
> ℹ️ The latest version of the connector now creates a default Record Type in Salesforce. If this works for you, you can skip the "Create Record Type" section and proceed to the "Create Page Layout" section below it.
> ℹ️ 
> ℹ️ ![image](media://09647188-77f2-4e99-b6ba-27280b391388)

## Create Record Type

1. <span style="color: #221f1f">In the search bar, type "knowledge" and click </span><span style="color: #221f1f">**Knowledge**</span><span style="color: #221f1f"> (Object Manager).</span>
2. <span style="color: #172b4d">On the Knowledge Object Manager page, select </span>**Record Types**<span style="color: #172b4d"> on the left, then click on </span>**New**<span style="color: #172b4d"> at the top right (or select an existing one).</span>  
  
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3. <span style="color: #172b4d">Configure the record type and save.</span>  
  
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## Create Page Layout

1. <span style="color: #172b4d">On the Knowledge Object Manager page, select </span>**Page Layouts**<span style="color: #172b4d"> on the left, then click on </span>**New**<span style="color: #172b4d"> at the top right (or select an existing one).</span>
2. <span style="color: #172b4d">Add a name for the layout and click </span><span style="color: #172b4d">**Save**</span><span style="color: #172b4d">.</span>  
  
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3. <span style="color: #172b4d">Configure the page layout to include the fields you want the Confluence article to have. The required fields you will need are Title, URL Name and a Richtext field. Click on </span>**Save**<span style="color: #172b4d"> when you are done.</span>  
  
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4. <span style="color: #172b4d">Click on </span><span style="color: #172b4d">**Page Layout Assignment**</span><span style="color: #172b4d"> at the top right.</span>  
  
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5. <span style="color: #172b4d">Click on </span>**Edit Assignment**<span style="color: #172b4d">.</span>  
  
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6. <span style="color: #172b4d">Select the </span><span style="color: #172b4d">**Record Type**</span><span style="color: #172b4d"> you created before, or the one you will use for publishing from Confluence and switch its page layout with the </span><span style="color: #172b4d">**Page Layout To Use**</span><span style="color: #172b4d"> dropdown on the middle. Make sure that all profiles under your record type are selected and changed. Click on </span><span style="color: #172b4d">**Save**</span><span style="color: #172b4d"> when you are done.</span>  
  
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## Create Rich Text field

1. <span style="color: #172b4d">In the Knowledge Object Manager page, click </span>**Fields & Relationships **<span style="color: #172b4d">on the left, then click on </span>**New**<span style="color: #172b4d"> in the top right.</span>  
  
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2. <span style="color: #172b4d">Under the </span><span style="color: #172b4d">**Data Type**</span><span style="color: #172b4d"> column, select </span><span style="color: #172b4d">**Text Area (Rich)**</span><span style="color: #172b4d">, then click </span>**Next**<span style="color: #172b4d">.</span>  
  
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3. <span style="color: #172b4d">In the </span><span style="color: #172b4d">**New Custom Field**</span><span style="color: #172b4d"> section, fill the details, then click on </span><span style="color: #172b4d">**Next**</span><span style="color: #172b4d">.</span>  
  
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4. <span style="color: #172b4d">Select the profile-related permissions for your field, then click on </span>**Next**<span style="color: #172b4d">.</span>  
  
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5. <span style="color: #172b4d">In the next step, the page layout(s) where you want to include this field.</span>  
  
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## Field permissions

1. <span style="color: #172b4d">In the Knowledge Object Manager page, select </span>**Fields & Relationships **<span style="color: #172b4d">on the left, then click on the field you want to check (in this example, Title).</span>  
  
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2. <span style="color: #172b4d">Click on </span><span style="color: #172b4d">**Set Field-Level Security**</span><span style="color: #172b4d">.</span>
3. <span style="color: #172b4d">Update the profiles as needed, then click </span><span style="color: #172b4d">**Save**</span><span style="color: #172b4d">.</span>

## Other Salesforce configuration steps

- [Enable Lightning Knowledge and its permissions](https://appfire.atlassian.net/wiki/spaces/SFPUBC/pages/478118066)
- [Enabling API access](https://appfire.atlassian.net/wiki/spaces/SFPUBC/pages/478118116)

## Next step

- [Connecting Confluence to Salesforce](https://appfire.atlassian.net/wiki/spaces/SFPUBC/pages/478118709)