- Enter Knowledge in the Quick Find box under Setup and then select Knowledge Settings.
- If you’re new to Salesforce Knowledge, choose Yes and click Enable Salesforce Knowledge to enable it.
- To proceed, click OK.
- Click Edit on the Knowledge Settings page.
- Select Allow Lightning Knowledge to Work.
- Save the file.
Should you enable Salesforce knowledge topics?
Without enabling Salesforce Knowledge topics, articles can’t be displayed outside of your org. This meets Category 1 Biking’s needs nicely, as they want to center conversations and knowledge articles around common topics. Over time, they want to give the community more control in determining those topics.
How do I set up knowledge in Salesforce Lightning?
From 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. You can create record types to distinguish types of Knowledge articles and custom fields to store different types of information.
Can I login to Salesforce help or the Success Center?
Salesforce Help and the Success Center are currently undergoing scheduled maintenance. At this time, you cannot log in to either site. However, please contact 1-800-NO-SOFTWARE should you experience any issues and need immediate assistance during this maintenance window. Close Administer Health Cloud Content CloseClose Search Search Filters (0)Add
How do I add customer support to my site in Salesforce?
Click the setup gear and select Service Setup. Enter All Sites in Quick Find, then select All Sites. Next to Category 1 Biking, click Workspaces. Select the Content Management tile. Click Topics. Select Navigational Topics. In Enter a navigational topic, enter Customer Support and click + Add.
How do I enable Knowledge in Salesforce community?
Verify that the tab visibility for the Articles (or Knowledge) tab is Default On. Remember to click Edit Profiles, at the bottom of the detail page, and activate the new profile. Add the Knowledge tab to each community.
How do I add a Knowledge tab in community?
Add the 'Knowledge Classic' tab in Community Tabs AdministrationFrom Setup, enter All Communities in the Quick Find box, then select All Communities.Click the Workspaces action for the affected Salesforce Tabs + Visualforce community. ( ... Click on Administration tile.Click on Tabs on the left panel.More items...
How do I enable the Knowledge object?
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 I make my Salesforce Knowledge public?
In Object manager -> Knowledge -> Page layouts -> choose the layout you use and add a field "Visible in Public KB" and during the article creatiion, you have to check it and it's done. Also, you can add a field "Visible to Customer" just for sure. So, your KB will be public without any issues. Have a nice day!
How do I enable knowledge tab in Salesforce lightning?
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.
How do I publish a Salesforce knowledge article?
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 a knowledge object in Salesforce?
Required Editions and User PermissionsFrom Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.On the Knowledge Settings page, click Edit.Select Enable Lightning Knowledge. ... Enable any other Knowledge settings that you want.Click Save.
How do I enable knowledge in Salesforce Sandbox?
From Salesforce Classic Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.If you're new to Knowledge, enable Knowledge in Salesforce Classic by selecting Yes and clicking Enable Salesforce Knowledge.On the Knowledge Settings page, click Edit.Select Enable Lightning Knowledge.Click Save.
How do I use Salesforce knowledge?
12:0734:38Knowledge Base in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo how to publish it will go back to knowledge tab either you can click on app launcher. And go orMoreSo how to publish it will go back to knowledge tab either you can click on app launcher. And go or you can click on here. And then click on knowledge. So we are navigating to knowledge tab. Now we now
How do I control visibility of knowledge articles in Salesforce?
For a Knowledge article to be searchable by an end user, the following requirements must be met:User must have access to Knowledge.User must have access to the corresponding article type.User must have visibility into the article's categories.Article must be published.Article must be visible in the appropriate channels.
How do I access knowledge articles in Salesforce?
To switch to the Knowledge One and the Knowledge tab, have your administrator add the Knowledge One permission to your profile or permission set. If the search bar is in the left-side panel of the page you are using the Articles tab. The Articles tab presents a list of your Salesforce Knowledge published articles.
What is public knowledge base Salesforce?
Salesforce Knowledge base is an effective knowledge management system that helps solve issues or answer questions of external customers as well as internal employees, by using articles. In the same way, public knowledge base helps the guest users to find the related articles through the community sites.
Knowledge Is Power
Having a quality supply of knowledge articles on your self-serve site can do wonders for case deflection, customer satisfaction, and agent productivity. Currently the hard-working support agents at Category 1 Biking rely on FAQs taped to office walls and cash registers. Time to upload those FAQs to a site!
Configure Lightning Knowledge
You can create record types to distinguish types of Knowledge articles and custom fields to store different types of information. Category 1 Biking is starting with a simple FAQ record type. Since you used the Knowledge Setup guide, the FAQ record type has been created for you by default. To view the new record type:
Enable Topics for Objects
There are many ways to organize content. With topics, you can classify and search Knowledge articles by assigning specific topic areas. Without enabling Salesforce Knowledge topics, articles can’t be displayed outside of your org.
Create Knowledge Articles
Now that you have your basic setup in place for knowledge, create a few sample articles for Category 1 Biking.
1. Knowledge Basics for Salesforce Classic
Enable Knowledge: A prerequisite for accessing Knowledge is to assign a Knowledge User license to yourself. -> To activate Salesforce Knowledge, go to Setup, type Knowledge in the Quick Find box, and click Knowledge Settings. Next, confirm your want to enable Salesforce Knowledge by clicking Enable Knowledge.
2. Knowledge Basics for Lightning Experience
Lightning Knowledge has a new feature than the Classic model, which is version control. Each article will be assigned a Version number, and if you need to make changes to an already published piece, you modify it as a new version and then publish it as new.
3. Step by Step Guide for Knowledge Implementation
Configure Knowledge Settings: Under Knowledge, Knowledge Settings, Click Edit and enable Lightning Knowledge.
Set Navigational Topics
You enabled topics earlier in this project. Now set up three topics that Category 1 Biking has chosen as top topics for their site: Social Groups, New Products, and Customer Support. You update those from Experience Workspaces.
Add Images to Topics
Next, add some images for each topic. Download this zip file to access images you can use for this project. Be sure to unzip the file.
Add Topics to Articles
Finally, associate these topics with the articles you created previously in the project.
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.
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