how to create article in salesforce lightning

by Jefferey Runte Published 2 years ago Updated 2 years ago

Set Up Lightning Knowledge.

From Setup , choose Service Setup.
Select the Knowledge Setup tile.
Click Start.
Select a Lightning Knowledge author and click Next. Maria selects Maria Jimenez and Ada Balewa.
Maria skips entering the data category information. She’ll set that up later. Click Next.
Click Finish.

Create Article Types

From 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.

Full Answer

How can i Improve my Salesforce Lightning knowledge page layout?

Determine what to include in the new page layouts. Check that Knowledge is set up correctly. Ursa Major is a Southwest-based supplier of solar components and systems. Its Salesforce admin is Maria Jimenez. Recently, she set up Salesforce Lightning Knowledge so customers, partners, and support agents can use knowledge articles to solve problems.

How do I create a new kind of article in Lightning?

Create a new kind of article using Lightning Knowledge. Determine what to include in the new page layouts. Check that Knowledge is set up correctly. Ursa Major is a Southwest-based supplier of solar components and systems.

What is form styling in Salesforce Lightning design system?

For form styling, you get the Salesforce Lightning Design System (SLDS) styling. You can also use SLDS utility classes to customize the layout of your form. Let’s say we want a form that collects a contact’s name, email address, and comments.

How do I set up trailhead playground in Salesforce Lightning knowledge?

It typically takes 3–4 minutes for Salesforce to create your Trailhead Playground. You also use the playground when it's time to complete the hands-on challenges. Before you can work in Lightning Knowledge, you must set it up. Once you enable Knowledge, you can’t disable it. From the Setup menu ( ), choose Service Setup.

How do I publish a knowledge article in Salesforce lightning?

Click the App Launcher and select Knowledge. Click New....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 base in Salesforce lightning?

Set Up Knowledge with a Guided FlowFrom the Setup menu ( ... To open the Lightning Knowledge Setup flow, click the Knowledge Setup tile.Click Start.In the search box, enter a Lightning Knowledge Author. ... Select the author and click Next. ... Enter your data group and data categories and click Next. ... Click Finish.

How do I upload an article to Salesforce?

Upload your . zip file:Log in to Salesforce, go to Setup -> Data Management -> Import Articles.Select the appropriate Article Type.Click Browse to select the . zip file and click OK.Click Import Now.

How do I attach an 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 change the article type in Salesforce?

To assign various layouts to the article type based on a user profile, click Page Layout Assignments. Click Edit Assignment. Select the profile, or profiles (using SHIFT), you want to change and select the layout from the Page Layout To Use dropdown.

How are knowledge articles used in Salesforce?

Your Salesforce Knowledge base is built from knowledge articles, which are documents of information. 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.

What are data categories in Salesforce?

Data categories are used in Salesforce Knowledge (articles and article translations), Ideas, Answers, and Chatter Answers to help classify and find articles, questions, or ideas. You can use data categories to control access to a particular set of articles, questions or ideas.

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 are knowledge articles set up?

0:542:33How to Set Up Salesforce Knowledge - YouTubeYouTubeStart of suggested clipEnd of suggested clipLet's get. Started choose which of your colleagues should be able to create and publish knowledgeMoreLet's get. Started choose which of your colleagues should be able to create and publish knowledge articles. Create categories for the different types of content that your knowledge articles will talk

How do I add a knowledge tab in Salesforce lightning?

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.

How long does it take to create a trailhead in Salesforce?

Scroll to the bottom of this page, click the down arrow next to Launch, and select Create a Trailhead Playground. It typically takes 3–4 minutes for Salesforce to create your Trailhead Playground. You also use the playground when it's time to complete the hands-on challenges.

What actions do procedure authors take on procedure articles?

Next, Maria asks what actions procedure authors take on procedure articles. Authors write and edit articles, so they perform more actions. Ada points to the action list they created for FAQ authors: Edit, Delete, Publish, Change Record Type, Edit as Draft, Submit for Approval, Assign, Archive, Restore, and Post.

Why do we need warnings?

Warnings. Some procedures need warnings to keep people from being injured and equipment from being damaged.

What is Salesforce Knowledge?

Salesforce Knowledge is "KCS Verified" by the Consortium for Service Innovation, which recognizes best practices in customer Do you need guidelines, resources, and current discussions on the evolving world of knowledge orientated service? support methodologies. By implementing Knowledge-Centered Support (KCS) features, you can create more efficient collaboration within your team and provide pertinent and accurate information to your customers. Consider the following tips when planning and using Salesforce Knowledge:

What is sharing for Lightning Knowledge?

Sharing for Lightning Knowledge lets you take advantage of the features you already know, such as organization-wide defaults,access by owner role hierarchies, and criteria-based rules. When you make the switch to sharing for Lightning Knowledge, you canmanage article access based on fields within the article instead of data categories.

How many versions of Salesforce Knowledge are there?

Every Salesforce Knowledge article can have several versions: one draft, one published, and several archived versions, and each ofthese versions can have multiple translations. Thus, the total number of article versions in an org can be much higher than the numberof articles. When scaling your org, pay attention to both the total number of article versions and edition-specific limits on articles.

How to see how many versions of Salesforce?

To see how many versions and articles you have: 1. Go to Settings. 2. In the Search box, type StorageUsage. 3. Select Storage Usage. The total number of versions in the org is listed under “Knowledge Versions.” The number of articles in the org is listed under “Knowledge.” SEE ALSO: Plan Your Knowledge Base in Lightning Experience Data and File Storage Allocations 8 Salesforce Knowledge Knowledge Scalability

How many languages are there in Salesforce?

For orgscreated before the Spring '18 release, the default limit for all editions is 16 languages. To request an extension for these allocations,contact Salesforce support.

What is the default FAQ page layout?

A default FAQ page layout and record type is auto-enabled in the setup flow. The page layout determines how the articles aredisplayed. By doing this step, you are associating the page layout and record types. After completing the flow, you can go to theObject Manager to create or modify your page layouts.

What is Lightning App Builder?

Use the Lightning App Builder to configure the default record page to match your users' workflow. Your Lightning page consists ofarticle page layouts and the components you choose for your users.

Follow Along with Trail Together

Introduction

Enable Validation Status For Articles

Create A Validation Status

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...

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