To create the Knowledge article:-.
- Click the App Launcher and select Knowledge.
- Click New.
- For Title, enter "ABC".
- Click in the URL Name field to generate the URL Name from the title.
- For Text, enter "Hopefully this summer!"
- Under Properties, select Visible to Customer.
- Click Save & New.
Full Answer
How to create and manage communities in Salesforce?
How to create communities in salesforce? To create communities go to setup -> Build -> Customize -> Communities -> Manage Communities-> and click on New communitiesbutton. And enter name, descriptionand urland click on createbutton. How to manage community?
How to add members to your Salesforce community?
To add members to your Salesforce communities go to Setup -> Build -> customize -> Community -> manage community -> and edit your community and click on Members and add profiles or permission sets you want give access to community. See the below screen for reference.
How do I add a work in progress status to articles?
Add a Work in Progress status for articles that are in the works, but not ready for validation. Enter Validation Statuses in the Quick Find box and select Validation Statuses. Click New. In the textbox, enter Work in Progress. Select the Record Types that use this value, FAQ and How To. Click Save.
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 an article to a community in Salesforce?
Add Topics to ArticlesSelect Article Management.Click the pencil icon. next to When will my bike arrive?In Add Topic, begin typing Customer and then select Customer Support.Click Save.Click the pencil icon. ... In Add Topic, begin typing Social and then select Social Groups.Click Save.Click the pencil icon.More items...
How do I create a new article in Salesforce?
Create Article TypesFrom Setup, enter Article Types in the Quick Find box, then select Knowledge Article Types.Click New Article Type or edit an existing article type.Enter the information for the following fields: ... Click Save.In the Fields section of the Article Type definition, click New.More items...
How do I add an article to a Salesforce topic?
Required Editions and User Permissions Use the search bar to look for articles. Filter your search by selecting a data category group, followed by a specific category. Click an article, and then type to assign topics. Choose a suggested topic or type a new one.
How do I publish an article in Salesforce?
Click the *Knowledge tab [1] at the top and change the list view to Draft Articles [2].Check the box next to all three article titles and then click Publish.Ensure Publish Now is selected.Click Publish.
How do I enable articles in Salesforce?
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.
What is an article type in Salesforce?
Description. Article Types are like Record Types for Salesforce Classic Knowledge. They are custom templates that can provide a different look-and-feel for the published article as well different types of information, visibility and edit rights. Default article types include FAQs, Offers, and How-To's.
How do I create a knowledge article in Salesforce lightning?
Lightning Knowledge AuthorFrom Service Setup, click the Home tab.Click View All and then search for and select Knowledge Setup.Click Start.Ensure your name is selected as a Lightning Knowledge Author.Click Next, Next, then Finish.
How do you assign an article to a data category?
Assigning Data Categories Go to “Setup” and look for the “Quick Find” box. Search for “Data Category Assignments” under the Articles zone. Click “Edit” then choose the categories you want to assign. Click “Save.”
How do I add a subtopic to a community in Salesforce?
To add a subtopic, add another topic and click Add. You can add up to two levels of subtopics for each parent topic. . Select a Data Category Group, then select the categories you want to add to the topic, and click Add Articles & Close Window.
How do I deploy a knowledge article in Salesforce?
To publish in Classic Knowledge, you need the publish permission on an article's article type and the “Publish Articles” or “Publish Translated Articles” article action to publish an article or translation. To publish in Lightning Knowledge, you need the associated User Profile perms.
How do you publish a knowledge article?
To publish a knowledge articleLog in to BMC Helix Business Workflows.Select Workspace > Knowledge.(Version 20.08. ... To open a knowledge article from the Knowledge workspace, click the required article.Click the status to open the status pane.In the Status field, specify the value Published.More items...•
What is a knowledge article 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.
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What is the article management tab in Salesforce?
The Articles and Article Management tab is your gateway to creating, organizing, editing, deleting, and publishing help articles for your users. This is a vital part of Salesforce Knowledge.
What permissions are needed for Article Management in Salesforce?
The first one is the Profile Permission called Manage Salesforce Knowledge, and the second one is the User Record Permission termed as Knowledge User.
How to enable community in Salesforce?
To enable community in Salesforce go tosetup -> Build -> Customize -> Communities and click onsettings. and check enable communitiescheck box and enter your domain name andsave it. Note:You cannot change your domain name once you save it. This domain name will be used in all of your communities.
What is Salesforce community?
Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities according to our requirement. Communities was released in summer’ 13 release. You can collaborate and communicate with people outside of your company who are key to business.
Follow Along with Trail Together
Introduction
- By going through the process of creating a Knowledge article yourself, you ensure that Ada is set up for success as she creates and manages her own articles.Create a Knowledge article using the foundation you've set up from the previous steps in this project. Then after you publish it, update the article, creating a new version.
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! 1. If you've navigated away, click the Setup gear and select Service Setup. 2. Enter Knowledge Settings in the Quick Find box and select Knowledge Settings. 3. Ensure Activate Validation Status Fieldis enabled. (It should already be selected.)
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. 1. Enter Validation Statuses in the Quick Find box and select Validation Statuses. 2. Click New. 3. In the textbox, enter Work in Progress. 4. Select the Record Types that use this val…
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. 1. Click the App Launcher and select Service. 2. Click the Knowledgetab. 3. Click New…
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. 1. From the Service app, click the Knowledge Tab. 2. From the dropdown, select the Publi…
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