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: Field Description Label.
- Click Save.
- In the Fields section of the Article Type definition, click New.
- On the New Custom Field page, select Text Area (Rich).
- Click Next.
- Enter a field label. The field name is populated based on the field label you enter. Ensure that the custom field name is not identical to any ...
- 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.
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 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 a validation status to an article?
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. Enter Validation Statuses in the Quick Find box and select Validation Statuses.
How do I create an article category in Salesforce?
Create Data Category GroupsClick the Setup gear. ... Enter Data Category Setup in the Quick Find box and select Data Category Setup.Fill in the information. ... Click Save.In the Categories in Solar Installation & Maintenance textbox, enter Solar Panels and click Add.Enter Inverters and click Add.More items...
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 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 do I know what type of article I have in Salesforce?
Article Type Templates The standard article-type templates—Tab and Table of Contents—specify how the sections in the article-type layout appear in the published article. For example, if you choose the Tab template, the sections defined in the layout appear as tabs when users view an article.
How do you create an article type?
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 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 create a knowledge article from a case in Salesforce?
Here's what Maria does.From. , 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 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 article management in Salesforce?
Go to Setup. Click on Manage Users. Select Profiles. Click on the desired profile, then choose App Permissions....Article Management Tab Configuration ProcessGo to Setup.Locate the Quick Find Box and enter User Interface.Select User Interface.Choose the option Enable Enhanced Profile User Interface.Hit Save.
How do I create a knowledge base in Salesforce?
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 a knowledge article in 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.
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.
Declarative Metadata File Suffix and Directory Location
An ArticleType is defined as a custom object and is stored in the objects folder. ArticleTypes have a suffix __kav (instead of __c for custom objects). ArticleType field names have a suffix of __c like other custom objects, and must be dot-qualified with the name of the article type to which they belong.
articleTypeChannelDisplay
Determines the article-type templates that are used to display an article in its channels. Unless otherwise noted, all fields are createable, filterable, and nillable.
articleTypeTemplates
Sets the article-type template for a specific channel. If not specified, the default article-type template applies.
Wildcard Support in the Manifest File
This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.
Follow Along with Trail Together
Introduction
Enable Validation Status For Articles
Create A Validation Status
Create and Publish An Article
Validate and Publish The Article
- To fully test the process, sign in as Ada, and validate and publish the article you just created. 1. Click the Setup gear and select Service Setup. 2. Enter Users in the Quick find box and select Users. 3. Next to Ada Balewa, click Login. 4. Ensure you are viewing the Service App, and click the KnowledgeTab. 5. From the list view dropdown at the to...
Update The Article
Resources