Slaesforce FAQ

how to enable knowledge lightning in salesforce

by Randall Johns Published 2 years ago Updated 2 years ago
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Enable Knowledge

  • From the Setup menu ( ), choose Setup.
  • In the Quick Find box, enter Knowledge Settings and select Knowledge Settings.
  • Select Enable Lightning Knowledge.

Enable Lightning Knowledge
  1. From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
  2. On the Knowledge Settings page, click Edit.
  3. Select Enable Lightning Knowledge. Note To enable Lightning Knowledge, you must have one article type. ...
  4. Enable any other Knowledge settings that you want.
  5. Click Save.

What do you need to know about Salesforce Lightning?

Specifically, we think that:

  • You should be comfortable reading and writing JavaScript. ...
  • It would be great if you know Apex. ...
  • If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. ...

How to activate Salesforce Lightning?

Set the Default Interface to Lightning Experience

  • From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
  • Select the Roll Out phase.
  • Click Launch Lightning Experience to expand the stage.
  • Click Switch Users next to Make Lightning Experience the default interface. ...
  • Click the + button next to the users you want to switch.

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What are the benefits of Salesforce Lightning?

Salesforce Lightning vs Classic: The benefits of Lightning

  1. Enhanced customer engagement. There’s no denying that a significant number of Salesforce customers have been blown away by the look and accessibility of Lightning experience.
  2. A sleeker way of working. The new tools and features available on Lightning make Classic look somewhat outdated in comparison and trickier to stay connected with the rest of ...
  3. Easy for Salesforce newbies to use. If you’re new to Salesforce, you shouldn’t bother familiarising yourself with Classic edition. ...

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How to get ready for Salesforce Lightning?

Get Ready to Troubleshoot

  • Learning Objectives. Explain the benefits of working with unminified code. ...
  • Lightning Web Components Have Unique JavaScript Challenges. ...
  • Before You Begin. ...
  • Follow Along with Trail Together. ...
  • Set Up Your Troubleshooting Environment. ...
  • Open DevTools. ...
  • DevTools Menu. ...
  • Change the Location of DevTools. ...
  • Enable Custom Formatters. ...
  • Use Ignore List. ...

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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 enable Knowledge in Salesforce Classic?

The Knowledge User checkbox is in the second column of the User Detail section. 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.

How do I enable Knowledge sidebar in Salesforce lightning?

How to enable knowledge side bar in Salesforce console?Go to Setup –> Customize –> Cases –> Page Layouts.Click Edit next to a page layout.Click Layout Properties.Check Knowledge Sidebar, and click OK.Click Save.

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.

What is Salesforce lightning knowledge?

Lightning Knowledge gives you a high-powered yet streamlined way to manage your knowledge base. With Lightning Knowledge, you get the benefits of standard objects that work like other objects in Salesforce.

How do you deploy knowledge in Salesforce?

In salesforce setup, Search and open Import article wizard....Choose Production and provide salesforce login credentials.Export articles based on the filter provided by the app.Export in Salesforce Article importer format.Once done, mail will be sent to the exported user. Download from the mail.

How do I add knowledge is utility bar in Salesforce?

You can add or edit a utility bar at any time.From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.To edit or add a utility bar to an existing app, click Edit in the dropdown menu next to your app. ... Click the Utility Items tab and add the utilities you want.

How do I add knowledge articles in Salesforce?

Attach an Article Search for and attach articles to a record from the Articles related list, the Knowledge One console widget, or the Knowledge component in Lightning Experience. In Salesforce Classic: In the Articles related list on a record, click Find Article to search for an article, and then attach it.

How do I add a knowledge 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 publish a knowledge article in Salesforce lightning?

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.

What is knowledge __ Kav?

Knowledge__kav. Provides access to the concrete object that represents a Knowledge article version. This object is available in API version 39.0 and later. By default, the prefix for this object name is Knowledge and that is the value shown in this reference.

How do I approve a knowledge article in Salesforce?

From Setup, enter Approval Processes in the Quick Find box, then select Approval Processes. Choose the Approval Process Wizard. Two wizards are available to help you through the approval setup process. Choose the one that meets your requirement the best.

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.

Why is it important to have a robust knowledge base?

With a robust knowledge base, customersreceive service faster or even solve their own issues.

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.

Assign the Permission Set to Ada Balewa

Now that you’ve created the Knowledge Manager permission set, assign it to Ada so she is able to access and manage Knowledge articles easily.

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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