how to add knowledge tab in salesforce

Add the 'Knowledge Classic' tab in Community Tabs Administration

1. From Setup, enter All Communities in the Quick Find box, then select All Communities.
2. Click the Workspaces action for the affected Salesforce Tabs + Visualforce community. (workspaces must be enabled:...
3. Click on Administration tile.
4. Click on Tabs on the left panel. You will see on the list of...

Full Answer

How do I enable knowledge tab in Salesforce lightning?

Enable Lightning KnowledgeFrom Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.On the Knowledge Settings page, click Edit.Select Enable Lightning Knowledge. Note To enable Lightning Knowledge, you must have one article type. ... Enable any other Knowledge settings that you want.Click Save.

How do I add knowledge in Salesforce?

Required Editions and User Permissions. Make sure you're a Knowledge User. From Setup, in the Quick Find box, enter Knowledge , and then select Knowledge Settings. Confirm that you understand the impact of enabling Salesforce Knowledge and click Enable Salesforce Knowledge and click OK in the dialog box.

What is knowledge tab in Salesforce?

The Knowledge tab merges functionality of the old Articles tab and the Article Management tab and uses federated search to search all your resources at once. On the Knowledge tab, you can: Search all your Salesforce Knowledge articles and any of your external data sources, such as Microsoft® SharePoint®.

How do I enable knowledge in Salesforce Classic?

The Knowledge User checkbox is in the second column of the User Detail section. To enable Salesforce Knowledge, from Setup, enter Knowledge in the Quick Find box, then select Knowledge Settings. Confirm that you want to enable Salesforce Knowledge and click Enable Knowledge.

How do you set up knowledge?

7 Steps To Create A Knowledge BaseStep 1: Conduct research to determine knowledge base need. Understanding the utility of a knowledge base is one thing. ... Step 2: Determine type of knowledge base. ... Step 3: Develop knowledge base structure. ... Step 4: Establish SMEs to create content. ... Step 5: Write knowledge resources.

How do I enable the knowledge object?

First, you have to enable topics for the Knowledge Object.Click the setup gear. and select Setup. Note: Ensure you select Setup and not Service Setup.Enter Topics for Objects in Quick Find, then select Topics for Objects.Under Object, select Knowledge.Click Enable Topics.Check Text and Title.Click Save.

How do I find the knowledge base in Salesforce?

12:0534:38Knowledge Base in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipBox we need to publish them. So how to publish it will go back to knowledge tab either you can clickMoreBox we need to publish them. So how to publish it will go back to knowledge tab either you can click on app launcher. And go or you can click on here. And then click on knowledge.

How do I add a knowledge article to a case in Salesforce?

Help Agents Attach Articles to CasesFrom. , select Setup.Click Object Manager and select Case.Click Case Page Layouts.Click Custom Case Layout. ... At the top of the page, click Feed View.Scroll down to Article Tool Settings and select Enable attaching Articles inline.Click Save.

How do I use Salesforce knowledge base?

0:082:33How to Set Up Salesforce Knowledge - YouTubeYouTubeStart of suggested clipEnd of suggested clipStart by navigating to your service home page click on the gear icon in the top right hand corner.MoreStart by navigating to your service home page click on the gear icon in the top right hand corner. And pick service setup. Click view all in recommended setup. And scroll down to knowledge setup.

What is Salesforce knowledge base?

Salesforce Knowledge base is an effective knowledge management system that helps solve issues or answer questions of external customers as well as internal employees, by using articles. In the same way, public knowledge base helps the guest users to find the related articles through the community sites.

How do I access knowledge language settings in Salesforce?

In Setup, enter Knowledge Settings in the Quick Find box, then select Knowledge Settings. Click Edit. Select Multiple Languages and add the languages you want to include in your knowledge base. Important You can add the languages that your instance of Salesforce supports.

How do I download a knowledge article in Salesforce?

2 AnswersFrom Setup, click Data Management | Export Articles for Translation.Select the queue that contains the articles you're exporting.