how to migrate knowledge articles in salesforce

Using Our Service.

• 1. First head over to the migration page where you can see two fields.
• 2. Pick Salesforce Service Cloud and sign in with your account in the Source field.
• 3. Choose whichever platform you want to export your knowledge base articles. Once you’ve specified the platform, fill in the target platform ...
• 4. As soon as you’ve connected both source and target platforms, choose the data you want to migrate. If you pick up articles, Migration Wizard ...
• 5. Map article fields so your knowledge base data transfer correctly. Then hit the Save button.

Full Answer

How to export knowledge articles from Salesforce?

Salesforce creates a separate .zip file for every article type in each language pair. Show activity on this post. Export articles: Knowledge articles can be exported from Salesforce as a package zip file which includes property file, csv, and folder of html files including attachments from production using an Salesforce third party app “Heroku”.

Is the Salesforce Lightning knowledge migration assistant worth it?

The Salesforce Lightning Knowledge Migration Assistant definitely helps a lot with the migration to Lightning Knowledge. However, there’s also some manual work required. Depending on the customization you have in your org, you may need more or less of this manual work.

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.

What is Salesforce knowledge and how does it work?

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.

Can you export Knowledge articles from Salesforce?

Export articles: Knowledge articles can be exported from Salesforce as a package zip file which includes property file, csv, and folder of html files including attachments from production using an Salesforce third party app “Heroku”. This procedure doesn't need any installation.

How do I import a Knowledge article into Salesforce?

Upload your . zip file:Log in to Salesforce, go to Setup -> Data Management -> Import Articles.Select the appropriate Article Type.Click Browse to select the . zip file and click OK.Click Import Now.

What are the steps you would take before you do an article migration?

Required Editions and User PermissionsSwitch to Lightning Experience.From Setup, in the Quick Find box, enter migration , and then select Lightning Knowledge Migration Tool.To start the migration, follow the on-screen prompts. ... Start migration setup. ... Map the article fields.More items...

How do I link Knowledge articles in Salesforce?

To add a link to a Knowledge article within Salesforce, use Smart Links....Required Editions and User PermissionsOpen a text file to construct the URL.Open the article that you want to create a link for.Add the static article URL to your external document or page.

How do I export and import knowledge articles in Salesforce?

From Setup, enter Article Imports and Exports in the Quick Find box, then select Article Imports and Exports....Required Editions and User PermissionsCreate a translation queue with articles for translation.On the Article Management tab, select the articles you want to translate, and click Submit for Translation.More items...

How do I import knowledge articles?

1:2510:32How to Import External Content into Salesforce Knowledge: Ch. 6 DemoYouTubeStart of suggested clipEnd of suggested clipThe first step of the process is really creating that csv file and then locating the option toMoreThe first step of the process is really creating that csv file and then locating the option to import the articles. As mentioned we have some sample text files.

How do you migrate content?

Follow these 6 steps for a stress-free and successful content migration process and redesign:Analyze Data from Your Old Website.Let New Priorities Drive Site Architecture.Create a New Sitemap.Determine a Content Migration Plan.Take a Red Pen To Your Old Content.Begin the Content Migration Process.

What are data migration tools?

Data migration tools are used for moving data from one storage system to another. They do this through a process of selecting, preparing, extracting, and transforming data to ensure that its form is compatible with its new storage location.

What are the different steps of a data migration?

A six-stage process for data migrationStage 1: Project scoping. ... Stage 2: Resource evaluation. ... Stage 3: Migration design. ... Stage 4: Testing design. ... Stage 5: Development. ... Stage 6: Execution.

How are knowledge articles used in Salesforce?

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.

How do I attach an 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.

What is a Salesforce Smartlink?

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 on the article channel, version, and URL name.

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!)

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.

Special Access Rules

Knowledge must be enabled in your org. A user must have the View Articles permission enabled. Salesforce Knowledge users, unlike customer and partner users, must also be granted the Knowledge User feature license.

Usage

Use this object to query or retrieve articles. KnowledgeArticle can be used in a SOQL clause, but doesn’t provide access to the fields from the article. Provides read-only access to an article and the ability to delete the master article.

Usage for SOQL with KnowledgeArticle

To expose the migrated_to_from_id column on KnowledgeArticle and KnowledgeArticleVersion to the sObject API: expose MigratedToFromArticle in KnowledgeArticle.