In Salesforce Lightning, how do I activate the knowledge tab?
- Click the Home tab under Service Setup.
- Then, under View All, look for and pick Knowledge Setup.
- Start by pressing the Start button.
- Ascertain that you are listed as a Lightning Knowledge Author.
- After that, click Next, Next, and Finish.
How do I enable Salesforce knowledge?
Enable Salesforce Knowledge Before you can set up Knowledge, you must enable it in the organization. Required Editions and User Permissions Available in: Lightning Experience Available in: Enterpriseand UnlimitedEditions with Health Cloud User Permissions Needed To enable Salesforce Knowledge: Customize Application
How do I enable knowledge and article management?
I want to enable the Knowledge and Article Management. This is done by navigating to My Settings --> Personal --> Advanced User Details. In doing so I don't see the Knowledge tab.
How do I enable topics in Salesforce classic?
Enable Topics for Objects 1 Click your profile icon in the upper right. 2 Click Switch to Salesforce Classic. 3 Click Setup. 4 Enter Topics for Objects in Quick Find, then select Topics for Objects. 5 Under Object, select Knowledge. 6 Click Enable Topics. 7 Check Text and Title. 8 Click Save.
How do I enable knowledge topics in quick find?
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. You come back to topics later when you’re configuring your site.
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 add a Knowledge tab in Salesforce?
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 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 find the knowledge base in Salesforce?
12:0534:38Knowledge Base in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipBox we need to publish them. So how to publish it will go back to knowledge tab either you can clickMoreBox we need to publish them. So 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.
What is knowledge tab in Salesforce?
The Knowledge tab merges functionality of the old Articles tab and the Article Management tab and uses federated search to search all your resources at once. On the Knowledge tab, you can: Search all your Salesforce Knowledge articles and any of your external data sources, such as Microsoft® SharePoint®.
What is knowledge object in Salesforce?
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 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 access knowledge language settings in Salesforce?
In Setup, enter Knowledge Settings in the Quick Find box, then select Knowledge Settings. Click Edit. Select Multiple Languages and add the languages you want to include in your knowledge base. Important You can add the languages that your instance of Salesforce supports.
What is Salesforce knowledge base?
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.
How do I add a knowledge article to a case in Salesforce?
Help Agents Attach Articles to CasesFrom. , 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.
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.