Domain separation and Embedded Help

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Domain Separation and Embedded Help

    Embedded Help allows organizations to leverage both base system help topics and create custom help topics tailored to their needs. If your organization employs domain separation, you can customize embedded help for each specific domain, ensuring that users receive relevant assistance based on their domain context.

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    Key Features

    • Domain Separation: This feature allows the segregation of data and processes into logical domains, enabling control over user access and visibility to data.
    • Custom Help Content: Administrators can create help content associated with specific domains by using the Help Content form, allowing relevant information to be shown to users based on their domain.
    • Global Help Content: If domain-specific help is not available, users will see the global help content, ensuring that assistance is still accessible.

    Key Outcomes

    By implementing domain separation in Embedded Help, organizations can ensure that users receive tailored support that enhances their experience and efficiency. Administrators can test domain-specific help by impersonating users within those domains, further facilitating a targeted approach to user assistance.

    Domain separation is supported for Embedded Help. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

    Support level: Basic

    • Business logic: Ensure that data goes into the proper domain for the application’s service provider use cases.
    • The application supports domain separation at run time. The domain separation includes separation from the user interface, cache keys, reporting, rollups, and aggregations.
    • The owner of the instance must set up the application to function across multiple tenants.

    Sample use case: When a service provider (SP) uses chat to respond to a tenant-customer’s message, the customer must be able to see the SP's response.

    For more information on support levels, see Application support for domain separation.

    Overview

    The goal of Embedded Helpis to enable your users to benefit from base system help topics, as well as to create your own custom help topics. If your organization uses domain separation, you can create custom embedded help for each domain.

    How domain separation works in Embedded Help

    If your organization uses domain separation, you can create custom embedded help for each domain. To associate help content with a domain, the administrator configures the Help Content form to include the Domain field. When custom content is created, the author selects the domain to which the content applies.

    Note:
    • Content with no specified domain is in the global domain.
    • If domain-specific content does not exist for a user in a domain, the user sees the global help content.
    • Users in the global domain only see global help content. An administrator who wants to test domain-specific help must impersonate a user in that domain.