Enable Knowledge
- From the Setup menu ( ), choose Setup.
- In the Quick Find box, enter Knowledge Settings and select Knowledge Settings.
- Select Enable Lightning Knowledge.
- From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
- On the Knowledge Settings page, click Edit.
- Select Enable Lightning Knowledge.
How to enable Lightning knowledge in Salesforce?
On the Knowledge Settings page, click Edit. Select Enable Lightning Knowledge. Click Save. Thank you this resolved the issue! Many thanks, very much to the root of the problem.
How do I enable knowledge in Salesforce classic?
I am experiencing the same issue. 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.
What is a Salesforce knowledge base?
Your Salesforce Knowledge base is built from knowledge articles, which are documents of information. 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.
Why is my Salesforce knowledge not working?
If you've enabled Salesforce Knowledge, and you're sure all permissions are configured correctly then there may be another simple reason for it to seemingly not work: If you previously had the Content Management Workspace open before you enabled these settings, you will need to refresh the page.
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 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 activate a tab in Salesforce?
Add a tab in Salesforce Lightning ExperienceClick Setup.Enter App Manager in the 'Quick Find' search box.Click the down arrow next to the App and then click Edit.In the App Settings, click Navigation Items.Select the items you want from 'Available Items' and add them to 'Selected Items. '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 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 Salesforce lightning?
Enabling Lightning in SalesforceLog into the Salesforce environment.From the Setup page, select Lightning Experience in the left-hand navigation bar. ... In the Lighting Experience window, select Turn It On.Move the toggle to the Enabled state.More items...•
What is lightning knowledge in Salesforce?
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 I get Salesforce knowledge?
0:292:33How to Set Up Salesforce Knowledge - YouTubeYouTubeStart of suggested clipEnd of suggested clipStart by navigating to your service home page click on the gear icon in the top right hand corner.MoreStart by navigating to your service home page click on the gear icon in the top right hand corner. And pick service setup. Click view all in recommended setup. And scroll down to knowledge setup.
How do I change the tab in Salesforce lightning?
In Lightning, go to ⚙ (Gear), Setup Home > Apps > App Manager > Sales (Developer Name: LightningSales), ▼ (Arrow Dropdown) Edit, select the SELECT ITEMS tab, and then you can move items to the left to remove them, to the right to add them, and up or down to choose the order from left to right (topmost item will appear ...
How do you add a tab on a lightning page?
You can create a custom tab only for an App Page type of Lightning page.From Setup, enter Tabs in the Quick Find box, then select Tabs.Click New in the Lightning Page Tabs related list.Choose a Lightning page for the tab.Enter a label. ... Select a tab style to set a color scheme and icon for the Lightning page tab.More items...
How do I open a new tab with lightning?
openTab() for Lightning Experience. Opens a new workspace tab. If the tab is already open, the tab is focused. This method works only in Lightning console apps.
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.
What is target in Salesforce?
The target corresponds to the link’s target attribute in the source HTML. This target determineshow links open in Salesforce Classic and outside Salesforce, like in your Salesforce and ExperienceCloud sites.
What is smart link?
Link between articles or embed links to articles in external websites and resources. With smart links,your users always get to the right version because the links are automatically updated based onthe article channel, version, and URL name.
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.
Can agents share articles in Salesforce?
Agents can insert links to articles from a Salesforce Site or Experience Cloud sites into the case feed .In Lightning Experience, your agents can share article URLs in email, social posts, and chat andmessaging conversations. In Salesforce Classic, your team can send article URLs in the email, social,and Experience Cloud publishers.
How to enable knowledge in Salesforce?
1. 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.
How to manage Salesforce knowledge?
You can find the "Manage Salesforce Knowledge" one of two ways: 1 If you do not have the "Enable Enhanced Profile User Interface" enabled#N#Click Setup | Manage Users | Profiles#N#Click on the Profile#N#Scroll down to the Administrative Permissions section#N#Select Manage Salesforce Knowledge 2 If you have the "Enable Enhanced Profile User Interface" enabled#N#Click Setup | Manage Users | Profiles#N#Click on the Profile#N#Click on App Permissions#N#In the Knowledge Management section, select Manage Salesforce Knowledge "Knowledge User" - User Record Permission The "Knowledge User" permission is also required for all users who will be using Knowledge.