Importing Insights into a Scope
You can import insights into a scope using a JSON file exported from another scope. This is useful when you want there are manually created insights in the source scope that you also want to use in the destination scope.
If you are updating or translating the Suggested Target Rules, you need to import the JSON files that you receive from Altify into the relevant scopes (All Contact Details (AM)
and All Contact Details (OM)
) in the Contact Details knowledge domain.
- Open the Insight Editor page in Salesforce.
- Open the relevant knowledge domain.
- Select the Import to Scope drop-down option for the relevant scope.
- Browse to the JSON file you want to import. This should be a file that was exported from another scope (not a whole library).
- Click Import.