Salesforce AppExchange

Knowledge Loader for Salesforce

Knowledge Loader gives you a clean, reliable way to export, import, and migrate articles — complete with images, custom fields, record types, and categories — all inside Salesforce, with no external services.

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Designed for admins & consultants

Finally, a clean way to move Salesforce Knowledge.

• Fast export & import of Knowledge articles
• Clean migrations across orgs & sandboxes
• 100% native — your data stays in Salesforce
• Images, custom fields & categories included

No external services, no custom Apex required. Knowledge Loader runs entirely as a managed package in your Salesforce org.

See Knowledge Loader in action.

A short walkthrough of configuring a load, mapping columns, and running a change safely in a Salesforce org.

When you have a final demo, just update the src URL above with your own video link.

Knowledge Base.

A simple starting point for your User Guide and FAQ. You can expand or move this into a full documentation site later.

User Guide

Getting started with Knowledge Loader.

1. Install from AppExchange.
Install the managed package into the org where you manage Salesforce Knowledge.
2. Assign permissions.
Grant the provided permission set to admins or Knowledge owners who will run loads.
3. Prepare your data file.
Create a CSV/Excel file with columns matching the Knowledge fields you want to create or update.
4. Configure a load job.
In Knowledge Loader, create a new job and map each column to a Salesforce field or category.
5. Preview, run, review.
Run in preview mode, review the impact, then execute the change and validate records in Salesforce.

These steps can later link out to more detailed docs, screenshots, or examples if you choose to build a separate documentation site.

FAQ

Common questions.

Does Knowledge Loader run only in production?

No. You can install and test it in any supported sandbox before rolling out to production.

Can it update existing Knowledge articles?

Yes. You can target existing articles using identifiers such as record IDs or URL names.

Do I need external middleware or scripts?

No. Knowledge Loader is designed to work as a self-contained managed package in Salesforce.

Where do I go for support?

Use the support/contact details on the AppExchange listing, or reach out via LinkedIn (link in the footer).

About Knowledge Loader.

Knowledge Loader is focused on one thing: making Salesforce Knowledge practical to manage at scale. Instead of one-off scripts and fragile processes, it gives admins and consultants a clear path for moving and maintaining article content.

The product is built and maintained by Cloud Kraft Ltd. This site deliberately keeps the emphasis on the Knowledge Loader app rather than the company.