Documentation / REST API / Manage Knowledge / Archive the Master Version of an Article Archive the Master Version of an Article Archives the master version of an article. The actions are defined by the field change you request on the resource. To archive the master version, use "publishStatus":"Archived".
- Log in to Salesforce.
- Go to the 'Knowledge' tab.
- Go to the 'Published Article' list view.
- Select the articles you would like to archive.
- Click the drop down arrow icon.
- Select Archive.
How to fetch attached files from knowledge article in Visualforce?
Unfortunately, there is no direct way to fetch attached files on the Knowledge Article in an Visualforce page. I tried this work around, but it takes extra steps and the user's didn't feel it was necessary. I did manage to find another work around where we used the RTF field and allow insert article image.
How to get the URL of a filefield in Salesforce?
You can use the method getFileFieldURL (entityId, fieldName). Note: Here the fieldName is the Body subfield of the FileField. i.e.
Where do my changes to my knowledge article appear?
Your changes to the article now appear in the Summary field (on the Details tab). You’ve created your first Knowledge article—and published it. Next, use your Knowledge article to close a case.
How do I add a note to a published knowledge article?
Once an article is published, you can always improve or update the information as needed. To test this process, add a note to your recently published Knowledge article. This is accomplished by creating a new version of the article and adding the new text. Once it’s updated, re-publish the article. From the Service app, click the Knowledge Tab.
How do I unpublish a knowledge article in Salesforce?
Delete an Article TypeFrom Setup, enter Knowledge Article Types in the Quick Find box, then select Knowledge Article Types.Next to the article type, click Del.Confirm that you want to delete the article type.
How do I unarchive a knowledge article in Salesforce?
Go to the Knowledge Tab. Choose the listview for Archived. Select the articles you want to restore by ticking the box beside it. Click on the Restore button at the top right.
When can knowledge article could be archived?
Only Knowledge Managers can archive or expire a knowledge article. Expiring a knowledge article usually means that it is time-sensitive, such as a knowledge article on a product version that is no longer supported.
How do I migrate a knowledge article in Salesforce?
Required Editions and User PermissionsSwitch to Lightning Experience.From Setup, in the Quick Find box, enter migration , and then select Lightning Knowledge Migration Tool.To start the migration, follow the on-screen prompts. ... Start migration setup. ... Map the article fields.More items...
What is knowledge article in Salesforce?
Knowledge Articles (Salesforce Knowledge) Articles can include information on process, like how to reset your product to its defaults, or frequently asked questions like, how much storage your product supports. Experienced service agents and internal writers write the articles.
Can I use classic knowledge in lightning?
In Classic Knowledge, the URL contains the Knowledge Article ID. You can't use the Public Knowledge Base package (PKB) in Lightning Knowledge. You can share Lightning Knowledge articles in Experience Cloud and Salesforce Sites. Use Help Center to share articles with unauthenticated users.
How do I archive an article?
Open the web page that you want to save in your browser. Click on Save Page to Wayback Machine in the bookmarks toolbar. Wait while the page is being crawled. Once the archiving process is complete, the URL of the archived page appears.
How do I delete an article from Zendesk?
Permanently deleting a knowledge base articleIn Guide, click the Manage articles ( ) icon in the sidebar. The Lists tab opens by default.Click Archived articles. ... Find and select an archived article from your list. ... In the archived article, click Delete, then click OK to confirm the deletion.
How do I migrate knowledge articles?
Knowledge articles can be exported from Salesforce as a package zip file which includes property file, csv, and folder of html files including attachments from production using an Salesforce third party app “Heroku”. This procedure doesn't need any installation.
What is lightning knowledge migration tool?
Use the Lightning Knowledge Migration Tool to move your Classic knowledge base into Lightning Knowledge. The Lightning Knowledge Migration Tool works differently depending on whether your org has one or multiple article types.
What is lightning migration?
The actual migration is a straightforward task. The Lightning Migration Assistant guides the user through the process of installing Lightning components. The Lightning Experience Transition Change Management Hub provides step-by-step instructions and best practices to manage the transition of the org.
Enable Validation Status for Articles
Before you can do anything with validation statuses, the validation status field must be activated. Make sure this is ready to go!
Create a Validation Status
Notice there are two different validation statuses already in the system—Validated and Not Validated. Add a Work in Progress status for articles that are in the works, but not ready for validation.
Create and Publish an Article
So far, you’ve set up record types, page layouts, data categories, access and visibility settings, and validation statuses for Knowledge. Now that the foundation is in place, create and publish an article to test the process. Once you create your article, assign it to Ada for validation, and finally, publish it.
Validate and Publish the Article
To fully test the process, sign in as Ada, and validate and publish the article you just created.
Update the Article
Once an article is published, you can always improve or update the information as needed. To test this process, add a note to your recently published Knowledge article. This is accomplished by creating a new version of the article and adding the new text. Once it’s updated, re-publish the article.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Special Access Rules
Knowledge must be enabled in your org. A user must have the View Articles permission enabled. Salesforce Knowledge users, unlike customer and partner users, must also be granted the Knowledge User feature license.
Usage
Use this object to query or retrieve articles. KnowledgeArticle can be used in a SOQL clause, but doesn’t provide access to the fields from the article. Provides read-only access to an article and the ability to delete the master article.
Usage for SOQL with KnowledgeArticle
To expose the migrated_to_from_id column on KnowledgeArticle and KnowledgeArticleVersion to the sObject API: expose MigratedToFromArticle in KnowledgeArticle.
