Use Article Version Editor

Published on September 24, 2026 Article Hub

Knowledge Article Version Editor: Formatting Toolbar Guide

The Knowledge Article Version Editor includes a rich formatting toolbar that lets you build polished, well-structured articles without writing raw HTML. This guide walks through every available element; from simple dividers to Salesforce-specific components; and shows the shortcut code you can type to insert each one.

The Knowledge Article Version Editor toolbar

What this guide covers: Structural elements, visual callouts, rich content blocks, information architecture components, extended design blocks, Salesforce-specific modules, and custom editing tools — organized by category with the shortcut code for each.

Structural Elements

Use these to break content into sections and lay it out in columns.

  1. Insert Divider (—): Places a full-width horizontal rule to visually break up content sections.
  2. Insert Page Break (PBREAK): Forces subsequent content onto a new page when printed or exported to PDF.
  3. Insert 1 Column Table ([ ]): Embeds a single-column table container for structured, vertically stacked content.
  4. Insert 2 Column Table ([ ][ ]): Generates a two-column grid layout for side-by-side data comparison.
  5. Insert 3 Column Table ([ ][ ][ ]): Creates a three-column table for multi-item grid displays.
  6. Insert 4 Column Table ([ ][ ][ ][ ]): Inserts a four-column grid structured for wider data sets.
  7. Insert 5 Column Table ([ ][ ][ ][ ][ ]): Embeds a five-column layout to organize complex tabular information.


Visual Callouts & Formatting

Draw attention to important information with color-coded, styled containers.

  1. Insert Callout (💬): Highlights general notes or information in a visually distinct box.
  2. Insert Warning Callout (⚠️): Draws attention to important caveats or cautions using a warning-styled container.
  3. Insert Success Callout (✅): Displays positive feedback, completed tasks, or tips in a green-themed block.
  4. Insert Danger Callout (🚫): Emphasizes critical alerts or destructive actions with a high-visibility danger banner.
  5. Insert Key-Value Table (KV): Structures simple data into two paired columns for parameters and descriptions.
  6. Insert Section Header (HDR): Embeds a styled heading block to establish clear document hierarchy.
  7. Insert Numbered Steps (①): Formats sequential procedures using ordered, numbered list elements.
  8. Insert Bullet List (✦): Inserts a styled unordered list for grouping related items.
  9. Insert Quote Block (" "): Indents and styles text to showcase blockquotes or citations cleanly.
  10. Insert Indented Note (▶ ▶): Offsets supplementary text from the main flow using custom indentation.
  11. Insert Zebra Table (⬛⬜): Creates a table with alternating row shading for improved visual scannability.
  12. Insert Image Placeholder (IMG): Places a pre-formatted box reserved for future image uploads or links.


Rich Content & UI Components

Build interactive-feeling, high-impact content blocks.

  1. Insert Checklist (CHKLST): Inserts interactive or styled checkboxes for task tracking.
  2. Insert Title Block (TITLE): Sets up a high-impact header area designed for document titles and subtitles.
  3. Insert Stats Row (STATS): Displays key performance metrics or numerical data points in a horizontal layout.
  4. Insert Pros and Cons (PRO|CON): Generates a side-by-side comparison block for advantages and disadvantages.
  5. Insert Status Badges (BADGE): Adds color-coded visual labels to signify state, status, or categories.
  6. Insert Process Flow (FLOW): Outlines multi-step workflows using connected visual step containers.
  7. Insert Testimonial (QUOTE2): Renders a stylized review block with space for quotes and author details.
  8. Insert Table of Contents (TOC): Automatically builds a navigational outline based on document headings.


Information Architecture & Highlights

Organize dense or technical content so it stays readable.

  1. Insert Code Block (CODE): Formats technical snippets with monospace typography and syntax container styling.
  2. Insert Icon Note (TIP): Highlights quick tips and helpful hints alongside a visual icon.
  3. Insert Metadata Footer (META): Adds a structured footer for author, date, and document version details.
  4. Insert 2-Col Key-Value (KV2): Expands data pairing into a dual-column layout for dense attribute lists.
  5. Insert Warning Banner (WARN!): Places a full-width notification bar across the top of a content section.
  6. Insert Approval Block (APRVL): Embeds formal sign-off sections for manager signatures and review dates.
  7. Insert Progress Bar (BAR): Renders a visual completion indicator for metrics, goals, or status reports.


Extended Design Blocks

Larger, presentation-style layouts for feature articles and announcements.

  1. Insert Timeline (TLINE): Displays events or milestones chronologically along a vertical or horizontal track.
  2. Insert Comparison Table (CMP): Formats feature-by-feature evaluations across multiple products or options.
  3. Insert Ribbon Banner (RIBBON): Embeds a decorative header strip to highlight featured announcements.
  4. Insert Sub-Header (SUB-HDR): Applies intermediate heading styles to separate logical sub-sections.
  5. Insert 2-Col Text Layout (2COL): Splits body paragraphs into two responsive side-by-side text columns.
  6. Insert Contact Card (CARD): Outlines personal or team contact details in a standardized badge format.
  7. Insert Summary Box (SUMRY): Encloses key takeaways inside a highlighted executive summary box.


Custom Salesforce & Media Elements

Components tailored specifically for Salesforce technical documentation.

  1. Insert SFSpecs Table (SFSPEC): Renders a pre-styled technical specification grid tailored for Salesforce data.
  2. Insert SFNotice Box (SFNOTICE): Displays system notifications styled to match standard Salesforce UI patterns.
  3. Insert Parameter Table (SFPARAM): Structures API or configuration inputs and default values into a clean matrix.
  4. Insert Important Box (SFIMP): Highlights mandatory actions or policy rules within a bold border frame.
  5. Insert Chapter Page (CHAPTER): Generates a full-width cover divider page to introduce major document chapters.
  6. Insert YT Inline Video Card (YT-VID): Embeds a responsive YouTube player card directly within the content flow.


Custom Modules

Direct editing tools for fine-grained control over content and styling.

  1. Edit HTML: Edit raw HTML code directly or paste pre-formatted HTML into the editor.
  2. Block Background Color: Change the background color of table cells, callouts, or other block-level elements.
  3. Block Text Color: Change the font color of text within table cells, callouts, or other block-level elements.
Need help? If an element isn’t rendering as expected, use Edit HTML to inspect the underlying markup, or reach out to your Salesforce administrator.

Knowledge Article Number: KA-00420

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