- 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.
How do I set up knowledge in Salesforce?
To access Knowledge, you need permissions on your user record. 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.
How do I enable or disable Salesforce knowledge?
Make sure you’re a Knowledge User. From Setup, in the Quick Find box, enter Knowledge, and then select Knowledge Settings. Confirm that you understand the impact of enabling Salesforce Knowledge and click Enable Salesforce Knowledgeand click OKin the dialog box.
How do I enable Lightning knowledge in Salesforce classic?
If you’re new to Knowledge, enable Knowledge in Salesforce Classic by selecting Yesand clicking Enable Salesforce Knowledge. On the Knowledge Settings page, click Edit. Select Enable Lightning Knowledge. Click Save. After Lightning Knowledge is enabled, the node Knowledge Object Setupappears.
What is the Salesforce knowledge object model?
The Knowledge object model is slightly different than other feature areas in that we expose a set of abstract Salesforce objects that are not directly used when you create articles. These abstract objects then contain concrete derivations that you’ll actually use when creating articles.
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 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 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 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 public knowledge base in Salesforce?
Required Editions and User Permissions. Make sure you're a Knowledge User. From Setup, in the Quick Find box, enter Knowledge , and then select Knowledge Settings. Confirm that you understand the impact of enabling Salesforce Knowledge and click Enable Salesforce Knowledge and click OK in the dialog box.
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.
Is Knowledge an object in Salesforce?
The Knowledge object model is slightly different from other feature areas because it exposes a set of abstract Salesforce objects that aren't directly used when you create articles. These abstract objects then contain concrete derivations that you do use when creating articles.
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.
How do I publish a Knowledge 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 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.
What is knowledge sidebar in Salesforce?
A Knowledge Sidebar is a display in a Salesforce Console that brings in relevant Salesforce Knowledge articles. Notably, the sidebar only displays for Salesforce Knowledge users once administrators set it up. The goal of the Knowledge Sidebar is to increase productivity amongst users.
What is knowledge base in 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.
What is knowledge object model?
The Knowledge object model is slightly different than other feature areas in that we expose a set of abstract Salesforce objects that are not directly used when you create articles. These abstract objects then contain concrete derivations that you’ll actually use when creating articles.
What is a core abstract object?
The core abstract Knowledge objects are for a Knowledge article (KnowledgeArticle), and a set of versions of that article (KnowledgeArticleVersion). These versions can include different translations, as well as historical versions of a particular article.
Core Knowledge Objects
The core abstract Knowledge objects are for a Knowledge article (KnowledgeArticle), and a set of versions of that article (KnowledgeArticleVersion). These versions can include different translations, as well as historical versions of a particular article.
Complete Knowledge Object Diagram
To build out the relationship of Knowledge articles to other objects, let’s highlight some of the other important object relationships.
