Lightning Knowledge Author 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.
Full Answer
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.
What are the benefits of Salesforce Lightning?
Salesforce Lightning vs Classic: The benefits of Lightning
- 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.
- 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 The new tools and features available on Lightning make Classic look somewhat outdated in comparison and trickier to stay connected with the rest of ...
- Easy for Salesforce newbies to use. If you’re new to Salesforce, you shouldn’t bother familiarising yourself with Classic edition. ...
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. ...
How do I access Salesforce Knowledge?
Enable Salesforce KnowledgeFrom 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.To select your general settings, click Edit.More items...
How do I access Knowledge articles in Salesforce?
This is how you'll enable Knowledge Articles for a Guest User:Go to your Setup | Sites. ... Click on the Public Access Settings Button, there you will see the profile of the guest user. ... Click on view users and you'll be directed to page with the guest user. ... Search for Permission Set and click Edit Assignments.More items...
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 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.
How do I edit a 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.
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 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 you set up Knowledge?
7 Steps To Create A Knowledge BaseStep 1: Conduct research to determine knowledge base need. Understanding the utility of a knowledge base is one thing. ... Step 2: Determine type of knowledge base. ... Step 3: Develop knowledge base structure. ... Step 4: Establish SMEs to create content. ... Step 5: Write knowledge resources.
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 use Salesforce knowledge base?
0:082:33How 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 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 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 Lightning Knowledge?
Lightning Knowledge is one of the major Lightning Experience changes that actually results in a data architecture change. We’ll get into the details in a moment, but the main thing to keep in mind is that Lightning Knowledge now functions more like normal Salesforce Objects (awesome!)
What is Salesforce Knowledge?
Salesforce Knowledge gives you the ability to build out a comprehensive Knowledge Base (KB) inside of Salesforce – a collection of articles with relevant information about your products and services, to encourage a self-service model for your customers to solve their own queries. Lightning Knowledge is simply Salesforce Knowledge in the Salesforce Lightning Experience.
What happens when you migrate knowledge articles?
When you migrate knowledge articles, the Migration Assistant will automatically create new Record Types with names that match the original Article Type names. This is good news if your Knowledge structure isn’t changing with the migration. But this is a major “gotcha!” if you’re planning to reorganize your record types in Lightning Knowledge. Make sure your Classic Knowledge Article Types mirror your desired Record Type format for Lightning Knowledge.
Can you use Lightning Knowledge Migration Assistant in Salesforce?
The Lightning Knowledge Migration Assistant is enabled by default in sandboxes, so you should have no trouble testing it there. However, you have to ask Salesforce to enable it in Production. This may seem simple, but Salesforce will actually ask you a series of questions that you need to be prepared to answer. We’ve also seen some delays in the past with certain questions stalling projects. Waiting too long to ask Salesforce to enable the tool can cause project timeline issues, so it’s best to prepare in advance!
Can you use Lightning Knowledge in Classic?
Knowledge changes in the Lightning Experience. As a result, Lightning Knowledge isn’t accessible via Classic. If you still have users that aren’t in Lightning yet then they will lose access to Knowledge articles. If you need help getting your team into Lightning so you can use Lightning Knowledge, Internet Creations can help you get started.
Can you use a filter in Lightning Knowledge?
One final Lightning Knowledge quirk that could surprise you during implementation is that lookup filters are not supported for lookups to Lightning Knowledge. If you have a lookup field pointing to Knowledge, you can put a filter in place but the filter will only error upon save and not actually filter the results being shown, creating a poor user experience. There’s not really a great workaround for this and is just something to keep in mind if you ever have a requirement to filter lookups to Knowledge articles.
Can you edit Salesforce Lightning Knowledge articles?
There’s a restriction on Salesforce Lightning Knowledge articles that prevents you from updating the Record Type from a published article. You can’t even Edit as Draft and change the record type on the daft. You can only update record types on net new articles.
Licensing
The licensing requirements for knowledge depend on the edition of Salesforce. Few essentials and unlimited editions, Lightning knowledge is available as a part of Service Cloud for no additional cost. For Professional, Enterprise, Performance, and Developer editions, Lightning Knowledge does have an additional cost associated.
Access Considerations
The data of Lightning Knowledge is different from the classic knowledge, so the access is also different. In lightning knowledge, all articles are on a single Salesforce object. This object is called Knowledge. Users can read, create, edit, and delete articles based on their knowledge permissions.
The Knowledge Lifecycle
The knowledge Lifecycle is cyclical and stresses continuous improvements to content. To support the Knowledge Lifecycle, Lightning Knowledge has introduced version control.
Articles Distribution
Once the articles are published, users can share them with a huge audience through various channels. The audience is segmented into 4 groups.
Approval Processes
An approval process can be created for articles. This is invaluable for controlling the published content, especially, if the content needs to be screened for customer-facing articles.
Features
Rating is an important feature of Salesforce knowledge. Rating lets the users rate the content. In Salesforce Classic the rating system was 1-5 star rating but in Salesforce Lightning Knowledge, it is a thumbs-up or thumbs down rating system.
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.
How to access knowledge in Lightning?
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.
What language do you need to pass the Knowledge Base?
Remember, you need to have selected English as the default language for the knowledge base in order to pass this step.
Licensing
Access Considerations
The Knowledge Lifecycle
- The knowledge Lifecycle is cyclical and stresses continuous improvements to content. To support the Knowledge Lifecycle, Lightning Knowledge has introduced version control. Now each and every article will be having a version number and whenever the user needs to make changes to a published article, the user can edit it as a new version and then republish it.
Articles Distribution
- Once the articles are published, users can share them with a huge audience through various channels. The audience is segmented into 4 groups. 1. Internal Users 2. Partners 3. Customers 4. General audience The internal channel is for internal users only. This type of content includes company policies, onboards, internal Salesforce process documentation. Partner shares the con…
Approval Processes
- An approval processcan be created for articles. This is invaluable for controlling the published content, especially, if the content needs to be screened for customer-facing articles. The approval process for knowledge articles works more or less like any other article, but there are a few approval actions that are distinctive to knowledge- Knowledge Actions.
Features
- Rating
Rating is an important feature of Salesforce knowledge. Rating lets the users rate the content. In Salesforce Classic the rating system was 1-5 star rating but in Salesforce Lightning Knowledge, it is a thumbs-up or thumbs down rating system. These voting buttons can be added or removed f… - Data Categories
One of the important features of Salesforce Knowledge is Data Categories and Data Category Groups. These are two major functions-article organization and article access. Data categories allow the user to organize the article content in a hierarchical way. They can be grouped into Dat…