Create and Publish an Article.
- Click the App Launcher and select Service.
- Click the Knowledge tab.
- Click New.
- Select How To as the record type and click Next.
- For Title, enter How to Clean and Maintain Your Solar Panel. (URL Name is auto-populated.)
- In the Summary field, enter these options:
- Regular rinses for dust and pollen.
- Leaf and debris clearing.
- Snow and ice removal (winter)
- Annual inspection.
What is Salesforce knowledge base and how to publish to it?
Learn how to publish your content directly to Salesforce Knowledge Base. Salesforce Knowledge Base is a knowledge management system that you can use to resolve customer queries and queries from external and internal employees. Salesforce Knowledge Base is a self-serve online repository of articles about a product, service, or topic.
How do I publish to Salesforce using presets?
After you've configured the preset, you can publish to Salesforce. Click the ellipsis icon (...) near the preset and click Publish. You can also edit the server information after clicking Edit. Select the presets to which you want to publish the content. Click the Generate Preset icon in the Output Presets panel.
How do I create and publish a service in Ada?
Now that the foundation is in place, create and publish an article to test the process. Once you create your article, assign it to Ada for validation, and finally, publish it. Click to open the App Launcher and select Service. Click the Knowledge tab. Click New. Select How To as the record type and click Next.
How to enable knowledge feature in Salesforce?
Enable knowledge: 2. Create an article type. 3. Create two users, User A and User B using the default Standard User profile, same role, and assign them knowledge feature licenses. 4. Create two permission sets:
How do I publish a Salesforce knowledge article?
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.
How do I upload an article to 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.
How do I share an article in Salesforce?
Share Article URLs in ChannelsFrom the Knowledge component or articles related list, select one of these actions: To insert URLs in Salesforce Classic, select Attach and share article or Share article for the Salesforce or Experience Cloud site you want. ... Click Insert URL.
How do I create an article in Salesforce lightning?
Create Article TypesFrom Setup, enter Article Types in the Quick Find box, then select Knowledge Article Types.Click New Article Type or edit an existing article type.Enter the information for the following fields: ... Click Save.In the Fields section of the Article Type definition, click New.More items...
What is article 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 add a knowledge article to a Salesforce community?
Add Knowledge to the Site Using TopicsClick the setup gear. ... Enter All Sites in Quick Find, then select All Sites.Next to Category 1 Biking, click Workspaces.Select the Content Management tile.Click Topics.Select Navigational Topics.In Enter a navigational topic, enter Customer Support and click + Add.More items...
What is the best way to share a knowledge article with another user?
Using a permalink is the best way to share a knowledge article with another user.
How do I update a Salesforce knowledge article?
a. Open the Data Loader and click Update. b. Select Show all Salesforce objects and select the appropriate ArticleType__kav object where ArticleType is the article's article type name for Classic Knowledge or Knowledge__kav for Lightning Knowledge.
How do I share a link in Salesforce?
Create and Share a File Link in Salesforce Classic On Files home, click Upload files, select a file, then click Sharing Settingsand choose Anyone with Link. Copy the link and share it with people inside or outside your company.
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.
What are article types in Salesforce?
Article Types are like Record Types for Salesforce Classic Knowledge. They are custom templates that can provide a different look-and-feel for the published article as well different types of information, visibility and edit rights. Default article types include FAQs, Offers, and How-To's.
Can we edit published article in Salesforce?
Once an article is published, you can always improve or update the information as needed.
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Introduction
Salesforce Knowledge Base is a knowledge management system that you can use to resolve customer queries and queries from external and internal employees. Salesforce Knowledge Base is a self-serve online repository of articles about a product, service, or topic.
Pre-requisites
To create a connection with Salesforce Knowledge Base, you need to set up your account with Lightning Knowledge enabled. For more details, see Set Up Accounts with Salesforce.
Set up the workflow
Following are the steps to configure Salesforce Knowledge Base prior to publishing your output.
Configure a Salesforce Knowledge Base output preset
You can use the following settings to configure the Content Only output preset:
Configure a publish profile
You must create and configure a publish profile before publishing your output to Salesforce Knowledge Base. To create and configure a profile:
Publish to Salesforce Knowledge Base
You can configure Content Only output preset to link to Salesforce, and then publish your content to Salesforce Knowledge Base.
What is collection in Salesforce?
Collections are created in the publishing channel’s workspace, which means the Salesforce admin has to help the content owners with organization. Sheng looks at the content that they have, and comes up with a few categories. He asks Chris to create a topic for each of the categories, and tags the content with the appropriate one.
Can you create a collection before you create content?
You don’t always have content to tag and put in a collection, so you can create a collection before you create content. As long as you set up a dynamic collection and add the right conditions (such as topic, publishing date, or title), the collection automatically populates when you start adding content.
Can Sheng and Elle put content in Salesforce?
As Sheng and Elle start brainstorming about the content they want to put in the CMS, they can’t help thinking that they have a treasure trove of information sitting in Salesforce records in their org. Say, for example, that Tucker Home Goods could share a carefully selected subset of fields from product records. Tucker Home Goods already makes its suppliers fill out a specifications field, so it would make sense to expose that field to buyers.
Follow Along with Trail Together
Introduction
- By going through the process of creating a Knowledge article yourself, you ensure that Ada is set up for success as she creates and manages her own articles.Create a Knowledge article using the foundation you've set up from the previous steps in this project. Then after you publish it, update the article, creating a new version.
Enable Validation Status For Articles
- Before you can do anything with validation statuses, the validation status field must be activated. Make sure this is ready to go! 1. If you've navigated away, click the Setup gear and select Service Setup. 2. Enter Knowledge Settings in the Quick Find box and select Knowledge Settings. 3. Ensure Activate Validation Status Fieldis enabled. (It should already be selected.)
Create A Validation Status
- Notice there are two different validation statuses already in the system—Validated and Not Validated. Add a Work in Progress status for articles that are in the works, but not ready for validation. 1. Enter Validation Statuses in the Quick Find box and select Validation Statuses. 2. Click New. 3. In the textbox, enter Work in Progress. 4. Select the Record Types that use this val…
Create and Publish An Article
- So far, you’ve set up record types, page layouts, data categories, access and visibility settings, and validation statuses for Knowledge. Now that the foundation is in place, create and publish an article to test the process. Once you create your article, assign it to Ada for validation, and finally, publish it. 1. Click the App Launcher and select Service. 2. Click the Knowledgetab. 3. Click New…
Update The Article
- 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. 1. From the Service app, click the Knowledge Tab. 2. From the dropdown, select the Publi…
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