how to get into article management salesforce lightning

From Setup, choose Service Setup. Select the Knowledge Setup tile. Click Start. Select a Lightning Knowledge author and click Next.

Full Answer

What are Article types in Salesforce Lightning knowledge?

In Lightning Knowledge, Article Types are now Record Types. You access and update the object in Object Manager just like with any other SObject. This means you can control page layout assignments, access, and picklist options all based on record type like on other Salesforce objects.

How can i Improve my Salesforce Lightning knowledge page layout?

Determine what to include in the new page layouts. Check that Knowledge is set up correctly. Ursa Major is a Southwest-based supplier of solar components and systems. Its Salesforce admin is Maria Jimenez. Recently, she set up Salesforce Lightning Knowledge so customers, partners, and support agents can use knowledge articles to solve problems.

Is it time to move from Salesforce classic to lightning?

As you likely know, making the move from Classic to Lightning can be a major undertaking. But there are many reasons why it’s better to move sooner than later. If your users are using Salesforce Knowledge then that’s just one more thing to tackle during your larger move to the Lightning Experience.

How do I create a new kind of article in Lightning?

Create a new kind of article using Lightning Knowledge. Determine what to include in the new page layouts. Check that Knowledge is set up correctly. Ursa Major is a Southwest-based supplier of solar components and systems.

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.

How do I manage knowledge articles in Salesforce?

Select Manage Salesforce Knowledge. 3. Click on App Permissions....You also need to make sure that the Tabs are visible as necessary:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a User profile.Click Edit.Set the visibility of the necessary tabs to Default On.Click Save.

How do I create a knowledge article in Salesforce lightning?

Lightning Knowledge AuthorFrom 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 is Salesforce knowledge enabled for users that need access to article management?

Enable Salesforce KnowledgeTo enable care coordinators and internal users to edit articles without going to the Article Management tab, select Allow users to create and edit articles from the Articles tab .Select Activate Validation Status field to add a Validation Status field to all articles.More items...

How do I assign a knowledge article in Salesforce?

From Setup, enter Knowledge Article Actions in the Quick Find box, then select Knowledge Article Actions.Click Edit.For the action you want to assign, select the appropriate radio button and choose a public group. ... Click OK and then click Save.

Can we edit published articles in Salesforce?

Once an article is published, you can always improve or update the information as needed. To test this process, add a note to your recently published Knowledge article. This is accomplished by creating a new version of the article and adding the new text. Once it's updated, re-publish the article.

How do I enable articles in Salesforce?

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 edit a published knowledge article in Salesforce?

To set up or edit your knowledge base, from Setup, enter Knowledge Settings in the Quick Find box, select Knowledge Settings, then click Edit. Enables agents to edit articles without going to the Article Management tab. Agents can click Edit to open the article edit page.

How do you publish a knowledge article?

To publish a knowledge articleLog in to BMC Helix Business Workflows.Select Workspace > Knowledge.(Version 20.08. ... To open a knowledge article from the Knowledge workspace, click the required article.Click the status to open the status pane.In the Status field, specify the value Published.More items...•

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.

What access does a user need to be able to import articles to a knowledge base?

-Knowledge> Articles> Import Articles. What access does a user need to be able to import articles to a knowledge base? -Can contribute.

How do I enable topics in Salesforce lightning?

2 AnswersFrom Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Select an object.At the right, select Enable Topics.Select the text fields that you want to use for topic suggestions. ... Click Save to save changes for all objects.

Add Procedure Articles to Knowledge

Ursa Major is a Southwest-based supplier of solar components and systems. Its Salesforce admin is Maria Jimenez. Recently, she set up Salesforce Lightning Knowledge so customers, partners, and support agents can use knowledge articles to solve problems.

Define the Procedure Page Layout

Maria and Ada meet to go over what to include on the page layouts. They did this once before when they created the FAQs.

Ready to Get Hands-on with Lightning Knowledge?

Create a Trailhead Playground now to follow along and try out the steps in this module. Scroll to the bottom of this page, click the down arrow next to Launch, and select Create a Trailhead Playground. It typically takes 3–4 minutes for Salesforce to create your Trailhead Playground.

Set Up Lightning Knowledge

Before you can work in Lightning Knowledge, you must set it up. After you enable Knowledge, you can’t disable it. Here are the steps Maria took to enable Knowledge in her org.

Why is knowledge base important?

But a knowledge base puts that organizational knowledge into a repository. New agents have a place to go to learn on their own. An up-to-date repository helps you to train new agents quickly and lower the training burden for existing agents, too. Everyone’s productivity increases.

Does Maria use Salesforce?

As a Salesforce admin, Maria is excited to use Salesforce Lightning Knowledge. Lightning Knowledge isn’t just your average knowledge base. Sure, it stores information in one place so that agents and customers alike can access it (depending on permissions). It can make her agents more productive and her customers happy.

Is Lightning Knowledge part of Salesforce?

It can make her agents more productive and her customers happy. But even better, from Maria’s point of view, is that Lightning Knowledge is part of Salesforce. Because Knowledge is integrated with Salesforce rules, permissions, and administration tools, she can manage everything in one place.

Steps To Import Lightning Knowledge Articles (via ZIP) –

Once you’ve enabled knowledge settings through the Service setup, you have to create a folder on your computer system where all the files related to articles to be stored.

Conclusion

Salesforce Knowledge is an effective tool for intuitive and interactive management of the company’s knowledge base. With the articles available in the knowledge base, users can easily find solutions to their questions or problems. Moreover, it empowers users to search articles quickly and efficiently using data categories.

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.

What is the default FAQ page layout?

A default FAQ page layout and record type is auto-enabled in the setup flow. The page layout determines how the articles aredisplayed. By doing this step, you are associating the page layout and record types. After completing the flow, you can go to theObject Manager to create or modify your page layouts.

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.

Follow Along with Trail Together

Introduction

Enable Validation Status For Articles

Create A Validation Status

Create and Publish An Article

Validate and Publish The Article

• To fully test the process, sign in as Ada, and validate and publish the article you just created. 1. Click the Setup gear and select Service Setup. 2. Enter Users in the Quick find box and select Users. 3. Next to Ada Balewa, click Login. 4. Ensure you are viewing the Service App, and click the KnowledgeTab. 5. From the list view dropdown at the to...

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