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.
- 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 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.
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.
What can you do with lightning knowledge?
Luckily, Lightning Knowledge makes it easy to create any kind of article they need. With procedures, Ursa Major can show customers and installers how to perform tasks, such as installing a solar hot water heater.
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 create an 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 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 you set up a knowledge article?
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 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 an article to a community in Salesforce?
Finally, associate these topics with the articles you created previously in the project.Select Article Management.Click the pencil icon. ... 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.More items...
What is an article 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 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.
How do I manage knowledge articles in Salesforce?
Select Manage Salesforce Knowledge. 3. Click on App Permissions....You also need to make sure that the Tabs are visible as necessary:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a User profile.Click Edit.Set the visibility of the necessary tabs to Default On.Click Save.
What is a Salesforce knowledge article?
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.
How do I create a knowledge article in Salesforce Classic?
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. If your org doesn't have an article type, a default article type is created.
Which is the best way to create and maintain the knowledge articles?
Establish standards for authoring quality knowledge base contentDevelop a template for your articles. ... Keep articles, short if possible, and divide content into sections. ... Use clear, action-based titles. ... Use bullets and numbered lists. ... Define terms and jargon. ... Link articles to show relationships.
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.
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