Translating Sales Methodology Text

In addition to the text governed by custom labels, Altify software includes sales methodology text, such as the Assessment questions in Opportunity Manager.

Sales methodology text is managed using Altify custom objects rather than labels. Translating it involves the use of "Translation" records.

This requires full access to Altify's Translation object. If you don't already have this access, you can obtain it through the Altify Administrator permission set.

Note: Every org has the same set of Altify custom labels. However, the precise set of records containing sales methodology text can vary from org to org. For example, the set of Plan Details questions in one org may be different to that in another.

Overview of the Process

Each item of sales methodology text requires a Translation record. For example, each Assessment question in Opportunity Manager requires a corresponding Translation record for each language it will be translated into.

The Translation record contains the translated text. Any Altify user set to that language will see the translated text rather than the default English text.

Types of Sales Methodology Text

The table below lists all Altify custom objects that contain sales methodology text.

Depending on which Altify products you are licensed for, some of these may not be relevant to your org. For example, Assessment Questions are relevant only if you are licensed for Opportunity Manager.

Area	Altify Types
Opportunity Manager	Assessment questions Sales process qualifying questions Quicklinks (Because these are URLs, the 'translation' process for Quicklinks involves providing a URL to an alternative resource or retaining the default URL.) Note: While the Yes and No options in Assessment questions are governed by Content Translation records on a per-question basis, the Unknown option is applied globally across all questions using a custom label.
Account Manager	Plan Details Questions Row Details Questions Note: While the Yes and No options in Plan Details Questions are governed by Translation records on a per-question basis, the Unknown option is applied globally across all questions using a custom label.

Note: Account Manager email alerts are also governed by Translation records.

Prerequisite

Before you begin, ask Altify for the SOQL query and the "field mappings" file.

Note: The Translation records have IDs specific to the org you are working in. This means that the entire translation process must be carried out in your production org. You can't generate translation records in sandbox and then import them into production.

Enabling Languages for Translation

To enable one or more languages so that Translation records can be generated for that language:

1. In Setup, go to Custom Settings.
2. Click Manage beside Altify Core Settings.
3. In the Language Codes field, enter the Salesforce language code of every language you want to enable. Separate the language codes with commas. In this example, the codes for Brazilian Portuguese, German, and French have been entered.



4. Click Save.

Generate the Translation Records

To generate Translation records for Brazilian Portuguese translations of Altify sales methodology text:

1. Open the Altify Content Translations tab.
2. Select pt_BR in the Language drop-down. (The languages available here are the ones you enabled in the previous section.)
3. Click Go.
4. The page lists all the relevant Altify custom objects, and specifies how many "missing" Content Translation records there are for Brazilian Portuguese. Click Generate.

When the records have been generated, the number of 'missing translations' for each type changes to 0. This means that all the necessary Content Translation records for Brazilian Portuguese have been built.

You have generated a full set of translation records for Brazilian Portuguese. These can now be exported from the org and then translated.

Exporting the Translation Records

Initially, the Translation records contain the default English text.

So at this stage a Brazilian Altify user continues to see English text. For a Brazilian user to see the text in Portuguese, translated text must be added to each Translation record, and then these must be imported back into the org.

To export all the translation records to a single CSV file:

1. Open the Salesforce Data Loader app.

Note: You'll need to install this on your computer if you have not done so already. It's available for download from Setup in your org.

2. Click Export.



3. Log into the Data Loader with System Administrator credentials.
4. Click Next.
5. In the Select Salesforce Object list, select Altify Translation.



6. Specify the location and name of the CSV file to export Translation records to.
7. Click Next.
8. Paste the SOQL query shown below into the query field. This tells the Data Loader which data to extract from the records.

Note: You can obtain the query from Altify or copy it from below. Note, however, that if you copy it from below the query may include a number of end-of-line markers that need to be removed before you run it.

In the query's WHERE clause, specify the language code that's relevant to you. In this example, the language code is for Brazilian Portuguese, so the WHERE clause ends with ='pt_BR'

 

Select Id, ALTF__Text1__c, ALTF__RefText1__c, ALTF__Text2__c, ALTF__RefText2__c, ALTF__Text3__c, ALTF__RefText3__c, ALTF__Text4__c, ALTF__RefText4__c, ALTF__Text5__c, ALTF__RefText5__c, ALTF__TextLong1__c, ALTF__RefTextLong1__c, ALTF__TextRich1__c, ALTF__RefTextRich1__c, ALTF__TextRich2__c, ALTF__RefTextRich2__c, ALTF__URL1__c, ALTF__RefURL1__c FROM ALTF__Translation__c WHERE ALTF__Language__c = 'pt_BR'
9. Click Finish.
10. Click Yes.
11. When the export is complete, click OK.



12. Review the CSV file to make sure that you're happy with the content it includes. We recommend OpenOffice as the best software to use for this.

Note: Do not open the file in Microsoft Excel. This may add extraneous characters that corrupt the file.

Viewed in a spreadsheet, you can see that there are a number of columns in the CSV file.

Each record has its own row, and each column represents a field in the record. For each field that needs to be translated, there's also a "ref" column where you can always see the default English text.

In this example, the TEXT1 column must be translated, and the REFTEXT1 column shows the English default text.



13. Provide the CSV file to the translator. Make sure they're clear about which columns need to be translated.

Where fields include HTML markup tags, ensure that these are retained in the translation so that formatting is preserved.

"Numeric character references" such as ', which represents an apostrophe character, should also be preserved.

Import the Translated Content

When the translator returns the CSV file to you with all the translations completed, you are ready to import it into your org.

1. In the Data Loader, click Update.
2. Select the Altify Translation object.
3. Select the CSV file you received back from the translator.
4. Click Next.
5. You should see an 'initialization succeeded' message. Click OK.
6. Now you need to map the fields in the CSV file to the fields in the Altify Translation object. To do this, we recommend selecting Choose an Existing Map. Then you can browse to the .SDL mapping file provided by Altify. When you select it, the field mappings specified in the .SDL file are listed.

Alternatively, you can choose to "auto-match" the fields. As long as the columns in your CSV file are correctly titled, this should map the fields successfully.



7. Specify the folder where you want the success/failure report file to be saved.
8. Click Finish.
9. Click Yes to confirm that you want to proceed with the update operation.

When the update is complete, you should get a success message:

An Altify user set to Brazilian Portuguese will now see the translated text rather than the default English text.